Nonprofit · EIN 59-2241642
C HERMAN AND MARY VIRGINIA TERRY
Tax-exempt · JACKSONVILLE, FL 32207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $32,437,848 | $7,693,945 | $24,743,903 | $287,780,236 | $6,592 | $287,773,644 |
| December 31, 2023 | 990-PF | $159,645,729 | $747,197 | $158,898,532 | $163,382,262 | $58,675 | $163,323,587 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $14,668,658
- Dividends
- $5,166,902
- Interest
- $1,679
- Net rental income
- $13,820
- Net gain from sales of assets
- $12,548,532
- Other income
- $26
Expenses
- Grants and similar amounts paid
- $6,185,154
- Compensation of officers, directors and key employees
- $426,500
- Salaries, compensation and benefits (total)
- $40,156
- Disbursements for charitable purposes
- $6,818,241
- Excise tax on investment income
- $235,964
Balance sheet and other
- Total assets, start of year
- $163,382,262
- Total assets, end of year
- $287,780,236
- Total liabilities, end of year
- $6,592
- Net assets, end of year
- $287,773,644
- Fair market value of assets
- $287,780,236
- Qualifying distributions
- $8,153,423
- Net investment income
- $17,758,124
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 | Other / benefits |
|---|---|---|---|---|
| Kathleen Shaw 1721 Atlantic Blvd Ste 200, Jacksonville, FL 32207 | Executive VP (beg 03/24) | 50 | $226,500 | $21,356 |
| Betsy C Cox 1721 Atlantic Blvd Ste 200, Jacksonville, FL 32207 | President/Trustee | 38 | $200,000 | $22,000 |
| Kathleen Cold 1721 Atlantic Blvd Ste 200, Jacksonville, FL 32207 | Trustee | 1 | $0 | $0 |
| Sandra Corbett 1721 Atlantic Blvd Ste 200, Jacksonville, FL 32207 | Trustee (end 04/24) | 0 | $0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN H COLD 1162 MAPLETON ROAD, JACKSONVILLE, FL 32207 | TRUSTEE | 1 | $0 |
| SANDRA M CORBETT 1162 MAPLETON ROAD, JACKSONVILLE, FL 32207 | TRUSTEE | 0 | $0 |
| BETSY C COX 1162 MAPLETON ROAD, JACKSONVILLE, FL 32207 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1721 ATLANTIC BLVD STE 200, JACKSONVILLE, FL 32207-3475
- Signed the 990-PF
- Betsy C Cox, President/Trustee
- Phone
- (904) 420-2801
- Return prepared by
- Batts Morrison Wales & Lee PA
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
- 59-2241642
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $287,780,236
- Income (IRS master file)
- $86,370,573
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $32,437,848 | $7,693,945 | $287,780,236 | IRS |
| 990-PF | December 2023 | $159,645,729 | $747,197 | $163,382,262 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 59-2241642).
Questions about C HERMAN AND MARY VIRGINIA TERRY
- What is the EIN of C HERMAN AND MARY VIRGINIA TERRY?
- The employer identification number (EIN) of C HERMAN AND MARY VIRGINIA TERRY is 59-2241642.
- Is C HERMAN AND MARY VIRGINIA TERRY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to C HERMAN AND MARY VIRGINIA TERRY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does C HERMAN AND MARY VIRGINIA TERRY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of C HERMAN AND MARY VIRGINIA TERRY 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 C HERMAN AND MARY VIRGINIA TERRY 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 C HERMAN AND MARY VIRGINIA TERRY?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $226,500 (Kathleen Shaw, Executive VP (beg 03/24)).
- How much revenue does C HERMAN AND MARY VIRGINIA TERRY have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $32,437,848, expenses of $7,693,945 and total assets of $287,780,236 at year end.
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