Nonprofit · EIN 62-0478087
ANDREW JACKSON FOUNDATION
Tax-exempt · HERMITAGE, TN 37076
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,789,610 | $6,287,038 | -$497,428 | $18,126,188 | $3,651,714 | $14,474,474 |
| June 30, 2024 | 990 | $8,812,946 | $6,868,837 | $1,944,109 | $19,121,937 | $4,538,063 | $14,583,874 |
| June 30, 2023 | 990 | $8,643,061 | $6,021,278 | $2,621,783 | $14,646,951 | $2,512,808 | $12,134,143 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,599,450
- of which government grants
- $686,633
- Membership dues
- $36,040
- Program service revenue
- $3,393,934
- Investment income
- $423,570
- Royalties
- $945
- Net rental income
- $77,480
- Net gain from sales of assets
- $234,387
- Net income from fundraising events
- $14,276
- Net income from sales of inventory
- $167,578
- Other revenue
- $372,656
Expenses
- Grants and similar amounts paid
- $500
- Compensation of officers, directors and key employees
- $220,227
- Other salaries and wages
- $2,463,956
- Salaries, compensation and benefits (total)
- $3,173,490
- Professional fundraising fees
- $0
- Accounting fees
- $23,166
- Occupancy
- $700,576
- Travel
- $5,508
- Depreciation
- $732,322
- Program services (functional)
- $5,191,803
- Management and general (functional)
- $657,539
- Fundraising (functional)
- $437,696
Balance sheet and other
- Total assets, start of year
- $19,121,937
- Total assets, end of year
- $18,126,188
- Total liabilities, end of year
- $3,651,714
- Net assets, end of year
- $14,474,474
- Land, buildings and equipment
- $9,710,522
- Publicly traded securities
- $7,037,749
- Net assets without donor restrictions
- $12,184,818
- Net assets with donor restrictions
- $2,289,656
- Gross unrelated business income
- $34,442
- Gross receipts
- $8,837,961
- Employees
- 73
- Volunteers
- 35
- Year formed
- 1889
- State of legal domicile
- TN
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JASON ZAJAC | PRESIDENT & Trustee or director, Officer | 50 | $186,862 | $15,818 |
| HOWARD KITTELL | PAST CEO Officer | 0 | $17,063 | $484 |
| SUSAN ABASHAM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JANET AYERS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MITCHEL BONE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MAREES CHOPPIN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JEFF DAHLGREN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KARL F DEAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANDREW JACKSON AJ DONELSON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DJ FARRIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| IRWIN E FISHER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JIM FREE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HARRISON FRIST | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES A HALTOM | VICE REGENT Trustee or director, Officer | 2 | $0 | $0 |
| TRE HARGETT | EX OFFICIO Trustee or director | 2 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANE HOOPER | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN NAU III | REGENT EMERI Trustee or director, Officer | 2 | $0 |
| WL GRAY JR | BOARD MEMBER Trustee or director | 2 | $0 |
| BRIAN KILMEADE | BOARD MEMBER Trustee or director | 2 | $0 |
| PAM KOBAN | REGENT Trustee or director, Officer | 2 | $0 |
| MARA LIASSON | BOARD MEMBER Trustee or director | 2 | $0 |
| MICHAEL SHANE NEAL | BOARD MEMBER Trustee or director | 2 | $0 |
| LAURA SMITH | BOARD MEMBER Trustee or director | 2 | $0 |
| DEEDEE WADE | BOARD MEMBER Trustee or director | 2 | $0 |
| BO WATSON | EX OFFICIO Trustee or director | 2 | $0 |
| SUSAN H WHITAKER | BOARD MEMBER Trustee or director | 2 | $0 |
| KURT WINSTEAD | BOARD MEMBER Trustee or director | 2 | $0 |
| CAROL YOCHEM | IMMEDIATEPAS Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOWARD J KITTELL | PRESIDENT & Officer | 50 | $166,477 | $16,023 |
| SUSAN ABASHAM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JANET AYERS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MITCHEL BONE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MAREES CHOPPIN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JEFF DAHLGREN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KARL F DEAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANDREW JACKSON AJ DONELSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DJ FARRIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| IRWIN E FISHER | VICE REGENT Trustee or director, Officer | 2 | $0 | $0 |
| JIM FREE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HARRISON FRIST | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES A HALTOM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TRE HARGETT | EX OFFICIO Trustee or director | 2 | $0 | $0 |
| SHANE HOOPER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN NAU III | REGENT Trustee or director, Officer | 2 | $0 | $0 |
| WL GRAY JR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRIAN KILMEADE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAM KOBAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MARA LIASSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHAEL SHANE NEAL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LAURA SMITH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEEDEE WADE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BO WATSON | EX OFFICIO Trustee or director | 2 | $0 | $0 |
| SUSAN H WHITAKER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KURT WINSTEAD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CAROL YOCHEM | PAST REGENT Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOWARD J KITTELL | PRESIDENT & Officer | 50 | $189,519 | $14,428 |
| SUSAN ABASHAM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JANET AYERS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MAREES CHOPPIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFF DAHLGREN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KARL F DEAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANDREW JACKSON AJ DONELSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DJ FARRIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| IRWIN E FISHER | VICE REGENT Trustee or director, Officer | 2 | $0 | $0 |
| JIM FREE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HARRISON FRIST | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES A HALTOM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TRE HARGETT | EX OFFICIO Trustee or director | 2 | $0 | $0 |
| JOHN NAU III | REGENT Trustee or director, Officer | 2 | $0 | $0 |
| WL GRAY JR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRIAN KILMEADE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAM KOBAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MARA LIASSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BOB MCDONALD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHAEL SHANE NEAL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHARLES OVERBY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEEDEE WADE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BO WATSON | EX OFFICIO Trustee or director | 2 | $0 | $0 |
| SUSAN H WHITAKER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KURT WINSTEAD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CAROL YOCHEM | PAST REGENT Trustee or director, Officer | 2 | $0 | $0 |
| KATHLEEN ESTES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4580 RACHELS LN, HERMITAGE, TN 37076-1331
- Principal officer (990 for 2024)
- JASON ZAJAC, 4580 RACHELS LN, HERMITAGE, TN 37076
- Signed the 990
- JASON ZAJAC, PRESIDENT & CEO
- Phone
- (615) 889-2941
- Website
- HTTP://WWW.THEHERMITAGE.COM
- Return prepared by
- MULLINS CLEMMONS & MAYES PLLC
Mission
THE MISSION OF THE ANDREW JACKSON FOUNDATION IS TO PRESERVE THE HOME PLACE OF ANDREW JACKSON, TO CREATE LEARNING OPPORTUNITIES, AND TO INSPIRE CITIZENSHIP THROUGH EXPERIENCING THE LIFE AND UNIQUE IMPACT OF JACKSON.
Program accomplishments
- ENCOMPASSING ONE PRIMARY PROGRAM AND IN SUPPORT OF OUR MISSION, THE HERMITAGE WELCOMED OVER 170,000 GUESTS TO THE PROPERTY DURING THE FISCAL YEAR INCLUDING OVER 15,000 SCHOOL CHILDREN WHO PARTICIPATED IN ADDITIONAL EDUCATIONAL ACTIVITIES.Expenses $5,191,803 · grants $500 · revenue $3,834,214
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 62-0478087
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1938
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $18,126,188
- Income (IRS master file)
- $8,837,961
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,789,610 | $6,287,038 | $18,126,188 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $8,812,946 | $6,868,837 | $19,121,937 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $8,643,061 | $6,021,278 | $14,646,951 | XML |
| 990 | June 2022 | $5,454,412 | $5,464,344 | $11,435,017 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 62-0478087).
Questions about ANDREW JACKSON FOUNDATION
- What is the EIN of ANDREW JACKSON FOUNDATION?
- The employer identification number (EIN) of ANDREW JACKSON FOUNDATION is 62-0478087.
- Is ANDREW JACKSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to ANDREW JACKSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANDREW JACKSON FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANDREW JACKSON FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANDREW JACKSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ANDREW JACKSON FOUNDATION?
- The 990 for the year ended June 30, 2025 names JASON ZAJAC.
- Who are the officers and directors of ANDREW JACKSON FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 28 people; 2 received compensation from the organization, the highest $186,862 (JASON ZAJAC, PRESIDENT &).
- How much revenue does ANDREW JACKSON FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,789,610, expenses of $6,287,038 and total assets of $18,126,188 at year end.
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