Nonprofit · EIN 20-6077711
J & J FAMILY FOUNDATION TR
Also known as HENLEY JEFFREY O & JUDY P TTEE
Tax-exempt · NAPLES, FL 34102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $13,646,184 | $3,830,685 | $9,815,499 | $27,153,125 | $93,105 | $27,060,020 |
| December 31, 2023 | 990-PF | $8,569,775 | $2,803,727 | $5,766,048 | $27,010,529 | $0 | $27,010,529 |
| December 31, 2022 | 990-PF | $7,163,318 | $2,344,259 | $4,819,059 | $24,269,810 | $0 | $24,269,810 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,879,492
- Dividends
- $843,027
- Interest
- $34,540
- Net gain from sales of assets
- $886,226
- Other income
- $2,899
Expenses
- Grants and similar amounts paid
- $3,494,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,505,800
- Excise tax on investment income
- $20,800
Balance sheet and other
- Total assets, start of year
- $27,010,529
- Total assets, end of year
- $27,153,125
- Total liabilities, end of year
- $93,105
- Net assets, end of year
- $27,060,020
- Fair market value of assets
- $82,051,960
- Qualifying distributions
- $3,505,800
- Net investment income
- $1,766,316
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY O HENLEY 700 ADMIRALTY PARADE, NAPLES, FL 34102 | TRUSTEE | 2 | $0 |
| JUDY P HENLEY 700 ADMIRALTY PARADE, NAPLES, FL 34102 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY O HENLEY 700 ADMIRALTY PARADE, NAPLES, FL 34102 | TRUSTEE | 2 | $0 |
| JUDY P HENLEY 700 ADMIRALTY PARADE, NAPLES, FL 34102 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY O HENLEY 700 ADMIRALTY PARADE, NAPLES, FL 34102 | TRUSTEE | 2 | $0 |
| JUDY P HENLEY 700 ADMIRALTY PARADE, NAPLES, FL 34102 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3880 RUM ROW, NAPLES, FL 34102-7849
- In care of
- % JOHN W MORRISSET
- Signed the 990-PF
- JEFFREY O HENLEY, TRUSTEE
- Phone
- (805) 898-0649
- Return prepared by
- ANDERSEN TAX LLC
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 | Not 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
- 20-6077711
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $27,153,125
- Income (IRS master file)
- $17,404,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $13,646,184 | $3,830,685 | $27,153,125 | XML |
| 990-PF | December 2023 | $8,569,775 | $2,803,727 | $27,010,529 | XML |
| 990-PF | December 2022 | $7,163,318 | $2,344,259 | $24,269,810 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-6077711).
Questions about J & J FAMILY FOUNDATION TR
- What is the EIN of J & J FAMILY FOUNDATION TR?
- The employer identification number (EIN) of J & J FAMILY FOUNDATION TR is 20-6077711.
- Is J & J FAMILY FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to J & J FAMILY FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J & J FAMILY FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J & J FAMILY FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J & J FAMILY FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of J & J FAMILY FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does J & J FAMILY FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,646,184, expenses of $3,830,685 and total assets of $27,153,125 at year end.
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