Bascom Little Fund

Cleveland Hts, OH
Tax-exempt since June 1966
EIN: 34-6572279

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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.

Donations to this organization are tax deductible.

Revenue

$123k (2025)

Expenses

$79.5k (2025)

Total Assets

$917k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$122,969

Expenses

$79,466

Net Income

$43,503

Net Assets

$917,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$337	0.3%
Dividends	$25,782	21.0%
Sales of Assets	$96,850	78.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,500	71.1%
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	$917,370
Total Liabilities	$0
Net Assets	$917,370

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
David A Vincent (Trustee)	$0	$0
Wynne Morgan (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2025

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

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Fiscal Year Ending June
2024

Revenue

$95,662

Expenses

$70,018

Net Income

$25,644

Net Assets

$873,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,821	1.9%
Dividends	$26,208	27.4%
Sales of Assets	$67,633	70.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,100	71.6%
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	$873,867
Total Liabilities	$0
Net Assets	$873,867

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
David A Vincent (Trustee)	$0	$0
Wynne Morgan (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2024

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

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XML

Fiscal Year Ending June
2023

Revenue

$38,559

Expenses

$93,870

Net Income

-$55,311

Net Assets

$848,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,530	6.6%
Dividends	$24,861	64.5%
Sales of Assets	$11,168	29.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,000	71.4%
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	$848,223
Total Liabilities	$0
Net Assets	$848,223

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
David A Vincent (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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990-PF

Filed on Oct. 25, 2023

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

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PDF XML

Fiscal Year Ending June
2022

Revenue

$308,208

Expenses

$78,587

Net Income

$229,621

Net Assets

$903,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$22,732	7.4%
Sales of Assets	$285,456	92.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,600	68.2%
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	$903,534
Total Liabilities	$0
Net Assets	$903,534

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
David A Vincent (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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990-PF

Filed on Oct. 27, 2022

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

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Fiscal Year Ending June
2021

Revenue

$99,539

Expenses

$70,319

Net Income

$29,220

Net Assets

$673,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,036	2.0%
Dividends	$15,994	16.1%
Sales of Assets	$81,509	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,588	71.9%
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	$673,913
Total Liabilities	$1
Net Assets	$673,912

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
David A Vincent (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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990-PF

Filed on Nov. 11, 2021

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

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Fiscal Year Ending June
2020

Revenue

$35,069

Expenses

$64,777

Net Income

-$29,708

Net Assets

$644,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,973	8.5%
Dividends	$17,963	51.2%
Sales of Assets	$14,133	40.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,112	69.6%
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	$644,693
Total Liabilities	$1
Net Assets	$644,692

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
David A Vincent (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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990-PF

Filed on Nov. 6, 2020

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

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Fiscal Year Ending June
2019

Revenue

$61,828

Expenses

$67,000

Net Income

-$5,172

Net Assets

$674,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,183	5.1%
Dividends	$18,980	30.7%
Sales of Assets	$39,665	64.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,400	61.8%
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	$674,401
Total Liabilities	$0
Net Assets	$674,401

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
David A Vincent (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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990-PF

Filed on Oct. 25, 2019

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

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Fiscal Year Ending June
2018

Revenue

$87,137

Expenses

$55,235

Net Income

$31,902

Net Assets

$679,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,298	7.2%
Dividends	$13,435	15.4%
Sales of Assets	$67,404	77.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,600	68.1%
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	$679,573
Total Liabilities	$0
Net Assets	$679,573

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
David A Vincent (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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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 June
2017

Revenue

$47,339

Expenses

$73,648

Net Income

-$26,309

Net Assets

$647,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,564	5.4%
Dividends	$14,241	30.1%
Sales of Assets	$30,534	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,860	75.8%
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	$647,671
Total Liabilities	$0
Net Assets	$647,671

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
David A Vincent (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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990-PF

Filed on May 16, 2018

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

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Fiscal Year Ending June
2016

Revenue

$42,429

Expenses

$49,413

Net Income

-$6,984

Net Assets

$673,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,343	10.2%
Dividends	$16,414	38.7%
Sales of Assets	$21,672	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,600	72.0%
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	$673,980
Total Liabilities	$0
Net Assets	$673,980

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Gerald Paul Cox (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2016

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

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Fiscal Year Ending June
2015

Revenue

$65,041

Expenses

$56,869

Net Income

$8,172

Net Assets

$680,964

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,266	35.8%
Sales of Assets	$41,775	64.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,100	75.8%
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	$680,964
Total Liabilities	$0
Net Assets	$680,964

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2015

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

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Fiscal Year Ending June
2014

Revenue

$24,282

Expenses

$56,277

Net Income

-$31,995

Net Assets

$672,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,283	> 100%
Sales of Assets	-$1
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,600	82.8%
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	$672,792
Total Liabilities	$0
Net Assets	$672,792

Compensation

Key Employees and Officers	Compensation	Other
Richard H Bole (Trustee)	$0	$0
Andrew L Fabens Iii (Trustee)	$0	$0
Dixon Morgan Jr (Trustee)	$0	$0
Stanley W Morgenstern (Trustee)	$0	$0

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990-PF

Filed on Oct. 7, 2014

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

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Fiscal Year Ending June
2013

Revenue

$37,234

Expenses

$49,249

Net Income

-$12,015

Net Assets

$704,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,419	14.6%
Dividends	$14,451	38.8%
Sales of Assets	$17,364	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,150	81.5%
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	$704,787
Total Liabilities	$1
Net Assets	$704,786

990-PF

Filed on Jan. 15, 2014

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

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Fiscal Year Ending June
2012

Revenue

$21,609

Expenses

$41,078

Net Income

-$19,469

Net Assets

$716,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,685	7.8%
Dividends	$12,125	56.1%
Sales of Assets	$7,799	36.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,550	76.8%
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	$716,802
Total Liabilities	$1
Net Assets	$716,801

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated March 23, 2026

Bascom Little Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $123k (2025)

Expenses $79.5k (2025)

Total Assets $917k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$123k (2025)

Expenses

$79.5k (2025)

Total Assets

$917k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002