Nonprofit · EIN 13-3574540
JANA FOUNDATION INC
Tax-exempt · NEW HAVEN, CT 06511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,648,486 | $3,767,073 | -$2,118,587 | $14,700,838 | $49,270 | $14,651,568 |
| December 31, 2024 | 990-PF | $1,010,552 | $3,100,374 | -$2,089,822 | $16,824,558 | $54,403 | $16,770,155 |
| December 31, 2023 | 990-PF | $485,299 | $2,686,848 | -$2,201,549 | $18,910,834 | $50,857 | $18,859,977 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $345,552
- Net gain from sales of assets
- $1,223,581
- Other income
- $79,353
Expenses
- Grants and similar amounts paid
- $3,630,680
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $3,687,274
- Excise tax on investment income
- $21,795
Balance sheet and other
- Total assets, start of year
- $16,820,897
- Total assets, end of year
- $14,700,838
- Total liabilities, end of year
- $49,270
- Net assets, end of year
- $14,651,568
- Fair market value of assets
- $17,045,346
- Qualifying distributions
- $3,687,274
- Net investment income
- $1,648,487
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUISE M FITZSIMMONS 60 E 42ND STREET 38TH FLOOR, NEW YORK, NY 101653897 | Director/ Invest Committee | 0 | $18,750 |
| D ROSEN 15 EDGEHILL ROAD, NEW HAVEN, CT 06511 | PRESIDENT / DIRECTOR | 0 | $15,000 |
| BARBARA GOREN 60 E 42ND STREET 38TH FLOOR, NEW YORK, NY 101653897 | Director/ Invest Committee | 0 | $15,000 |
| A SEGET 60 E 42ND STREET 38TH FLOOR, NEW YORK, NY 101653897 | DIRECTOR/ Invest Committee | 0 | $11,250 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A SEGET 60 E 42ND STREET 38TH FLOOR, NEW YORK, NY 101653897 | DIRECTOR/ Invest Committee | 0 | $15,000 |
| D ROSEN 15 EDGEHILL ROAD, NEW HAVEN, CT 06511 | PRESIDENT / DIRECTOR | 0 | $11,250 |
| LOUISE M FITZSIMMONS 60 E 42ND STREET 38TH FLOOR, NEW YORK, NY 101653897 | Director/ Invest Committee | 0 | $11,250 |
| BARBARA GOREN 60 E 42ND STREET 38TH FLOOR, NEW YORK, NY 101653897 | Director/ Invest Committee | 0 | $11,250 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A SEGET 60 E 42ND STREET 38TH FLOOR, NEW YORK, NY 101653897 | DIRECTOR/ Invest Committee | 0 | $15,000 |
| LOUISE M FITZSIMMONS 60 E 42ND STREET 38TH FLOOR, NEW YORK, NY 101653897 | Director/ Invest Committee | 0 | $15,000 |
| D ROSEN 400 ORANGE STREET, NEW HAVEN, CT 06511 | PRESIDENT / DIRECTOR | 0 | $11,250 |
| BARBARA GOREN 60 E 42ND STREET 38TH FLOOR, NEW YORK, NY 101653897 | Director/ Invest Committee | 0 | $11,250 |
Address and contacts
- Address (IRS master file)
- 29 AUDUBON ST APT 605, NEW HAVEN, CT 06511-6526
- In care of
- % TAXPAYER
- Signed the 990-PF
- David Rosen, PRESIDENT
- Phone
- (203) 676-6163
- Return prepared by
- PHILLIPS GOLD AND COMPANY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3574540
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,700,838
- Income (IRS master file)
- $6,215,877
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,648,486 | $3,767,073 | $14,700,838 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $1,010,552 | $3,100,374 | $16,824,558 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $485,299 | $2,686,848 | $18,910,834 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3574540).
Questions about JANA FOUNDATION INC
- What is the EIN of JANA FOUNDATION INC?
- The employer identification number (EIN) of JANA FOUNDATION INC is 13-3574540.
- Is JANA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to JANA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JANA FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JANA FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JANA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JANA FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $18,750 (LOUISE M FITZSIMMONS, Director/ Invest Committee).
- How much revenue does JANA FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,648,486, expenses of $3,767,073 and total assets of $14,700,838 at year end.
Other nonprofits in NEW HAVEN
- YALE UNIVERSITY EIN 06-0646973 · last filed 990 for 2025
- YALE NEW HAVEN HOSPITAL EIN 06-0646652 · last filed 990 for 2025
- KNIGHTS OF COLUMBUS EIN 06-0416470 · last filed 990-N for 2025
- YALE NEW HAVEN HEALTH SERVICES CORPORATION EIN 22-2529464 · last filed 990 for 2025
- ACHIEVEMENT FIRST BROOKLYN CHARTER SCHOOLS EIN 20-5118947 · last filed 990 for 2025
- AREA COOPERATIVE EDUCATIONAL SERVICES EIN 06-0881700 · last filed 990 for 2025
- ALEXION ACCESS FOUNDATION EIN 20-8963321 · last filed 990-PF for 2025
- YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR EIN 06-6414276 · last filed 990 for 2025