Donald W & Marguerite J Paul Foundation

Cleveland, OH
Tax-exempt since March 1999
EIN: 34-1881146

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.39M (2024)

Expenses

$48.5k (2024)

Total Assets

$1.67M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,388,767

Expenses

$48,519

Net Income

$1,340,248

Net Assets

$1,672,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,325,922	95.5%
Interest Revenue	$0
Dividends	$27,234	2.0%
Sales of Assets	$35,611	2.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,500	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,672,753
Total Liabilities	$0
Net Assets	$1,672,753

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (Vice President)	$0	$0
Hugh J Morgan (Secretary)	$0	$0
Hugh J Morgan (President)	$0	$0

990-PF

Filed on Nov. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$8,589

Expenses

$30,143

Net Income

-$21,554

Net Assets

$332,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$912	10.6%
Dividends	$7,847	91.4%
Sales of Assets	-$170
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,100	76.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$332,505
Total Liabilities	$0
Net Assets	$332,505

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$13,555

Expenses

$26,111

Net Income

-$12,556

Net Assets

$354,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	3.7%
Interest Revenue	$520	3.8%
Dividends	$14,934	> 100%
Sales of Assets	-$2,399
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,000	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,062
Total Liabilities	$0
Net Assets	$354,062

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$39,291

Expenses

$27,238

Net Income

$12,053

Net Assets

$366,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.3%
Interest Revenue	$39	0.1%
Dividends	$24,140	61.4%
Sales of Assets	$15,012	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,100	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$366,618
Total Liabilities	$0
Net Assets	$366,618

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$13,715

Expenses

$28,356

Net Income

-$14,641

Net Assets

$354,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$88	0.6%
Dividends	$12,540	91.4%
Sales of Assets	$1,087	7.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	84.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,565
Total Liabilities	$1
Net Assets	$354,564

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$16,415

Expenses

$29,816

Net Income

-$13,401

Net Assets

$369,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$388	2.4%
Dividends	$14,433	87.9%
Sales of Assets	$1,594	9.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,425	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$369,284
Total Liabilities	$1
Net Assets	$369,283

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$30,883

Expenses

$27,232

Net Income

$3,651

Net Assets

$382,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$404	1.3%
Dividends	$21,668	70.2%
Sales of Assets	$8,811	28.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$382,685
Total Liabilities	$0
Net Assets	$382,685

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$28,378

Expenses

$30,414

Net Income

-$2,036

Net Assets

$379,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,425	57.9%
Sales of Assets	$11,953	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,257	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$379,034
Total Liabilities	$0
Net Assets	$379,034

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$20,826

Expenses

$29,697

Net Income

-$8,871

Net Assets

$381,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,144	72.7%
Sales of Assets	$5,682	27.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,600	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$381,070
Total Liabilities	$0
Net Assets	$381,070

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$20,038

Expenses

$32,671

Net Income

-$12,633

Net Assets

$389,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,808	68.9%
Sales of Assets	$6,230	31.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,747	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$389,941
Total Liabilities	$0
Net Assets	$389,941

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$31,126

Expenses

$27,114

Net Income

$4,012

Net Assets

$402,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,423	52.8%
Sales of Assets	$14,703	47.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,112	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$402,574
Total Liabilities	$0
Net Assets	$402,574

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Aug. 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$51,079

Expenses

$17,363

Net Income

$33,716

Net Assets

$398,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,732	24.9%
Sales of Assets	$38,347	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,472	77.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$398,562
Total Liabilities	$0
Net Assets	$398,562

Compensation

Key Employees and Officers	Compensation	Other
Marguerite J Paul (President)	$0	$0
Marguerite J Paul (Secretary)	$0	$0
Hugh J Morgan (Trustee)	$0	$0

990-PF

Filed on Nov. 3, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$27,038

Expenses

$24,641

Net Income

$2,397

Net Assets

$364,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,105	63.3%
Sales of Assets	$9,933	36.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,804	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$364,928
Total Liabilities	$1
Net Assets	$364,927

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$7,538

Expenses

$16,345

Net Income

-$8,807

Net Assets

$362,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,154	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,603	77.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$362,515
Total Liabilities	$1
Net Assets	$362,514

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Donald W & Marguerite J Paul Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.39M (2024)

Expenses $48.5k (2024)

Total Assets $1.67M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.39M (2024)

Expenses

$48.5k (2024)

Total Assets

$1.67M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2020

Fiscal Year Ending Dec.
2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

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2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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