Nonprofit · EIN 62-6036739
J ASTOR BLOOM ESTATE
Tax-exempt · ATHENS, TN 37371
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,194 | $12,755 | $39,439 | $266,843 | $0 | $266,843 |
| December 31, 2024 | 990-PF | $11,045 | $6,916 | $4,129 | $228,303 | $0 | $228,303 |
| December 31, 2023 | 990-PF | $3,090 | $5,982 | -$2,892 | $223,983 | $0 | $223,983 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,503
- Interest
- $2,636
- Net gain from sales of assets
- $44,055
Expenses
- Grants and similar amounts paid
- $3,620
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $12,626
- Excise tax on investment income
- $725
Balance sheet and other
- Total assets, start of year
- $228,303
- Total assets, end of year
- $266,843
- Total liabilities, end of year
- $0
- Net assets, end of year
- $266,843
- Fair market value of assets
- $265,490
- Qualifying distributions
- $12,626
- Net investment income
- $52,194
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 |
|---|---|---|---|
| SIMMONS BANK 1612 CONGRESS PKWY, ATHENS, TN 37303 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 220, ATHENS, TN 37371-0220
- In care of
- % TRUIST BANK TTEE
- Signed the 990-PF
- HOLLY HARPER RILEY, OTHER AUTHORIZED OFFICER
- Phone
- (423) 649-2377
- Return prepared by
- MILLER & MCPHAIL CPAS PLLC
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
- 62-6036739
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $266,843
- Income (IRS master file)
- $320,545
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,194 | $12,755 | $266,843 | XML |
| 990-PF | December 2024 | $11,045 | $6,916 | $228,303 | XML |
| 990-PF | December 2023 | $3,090 | $5,982 | $223,983 | XML |
| 990-PF | December 2022 | – | – | – | 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 62-6036739).
Questions about J ASTOR BLOOM ESTATE
- What is the EIN of J ASTOR BLOOM ESTATE?
- The employer identification number (EIN) of J ASTOR BLOOM ESTATE is 62-6036739.
- Is J ASTOR BLOOM ESTATE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to J ASTOR BLOOM ESTATE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J ASTOR BLOOM ESTATE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J ASTOR BLOOM ESTATE 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 J ASTOR BLOOM ESTATE 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 J ASTOR BLOOM ESTATE?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does J ASTOR BLOOM ESTATE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,194, expenses of $12,755 and total assets of $266,843 at year end.
Other nonprofits in ATHENS
- ATHENS FEDERAL FOUNDATION EIN 27-1569250 · last filed 990-PF for 2025
- MCMINN COUNTY EDUCATIONAL AND COMMUNITY FOUNDATION EIN 31-1576242 · last filed 990-EZ for 2025
- TENNESSEE WESLEYAN UNIVERSITY EIN 62-0476661 · last filed 990 for 2025
- TRI COUNTY CENTER EIN 58-1370581 · last filed 990 for 2025
- ATHENS-MCMINN FAMILY YOUNG MENS CHRISTIAN ASSOCIATION EIN 62-0586361 · last filed 990 for 2025
- THE HEALTH OPPORTUNITY PROTECTION AND ENCOURAGEMENT CENTER INC EIN 62-1481111 · last filed 990 for 2025
- MCMINN REGIONAL HUMANE SOCIETY EIN 62-1443811 · last filed 990 for 2025
- CHRISTS LEGACY ACADEMY INC EIN 26-4549317 · last filed 990 for 2025
All nonprofits in ATHENS · Tennessee · Philanthropy, voluntarism and grantmaking foundations