Nonprofit · EIN 65-1001949
JBJ FOUNDATION INC
Tax-exempt · CORAL GABLES, FL 33146
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $77,696,907 | $12,353,898 | $65,343,009 | $219,643,219 | $428,027 | $219,215,192 |
| December 31, 2023 | 990-PF | $32,148,691 | $13,487,058 | $18,661,633 | $151,454,124 | $655,153 | $150,798,971 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $68,000,000
- Dividends
- $4,171,368
- Interest
- $4,598,008
- Net gain from sales of assets
- $402,134
- Other income
- $525,397
Expenses
- Grants and similar amounts paid
- $10,525,908
- Compensation of officers, directors and key employees
- $543,219
- Disbursements for charitable purposes
- $11,407,209
- Excise tax on investment income
- $127,099
Balance sheet and other
- Total assets, start of year
- $151,454,124
- Total assets, end of year
- $219,643,219
- Total liabilities, end of year
- $428,027
- Net assets, end of year
- $219,215,192
- Fair market value of assets
- $221,799,105
- Qualifying distributions
- $11,407,209
- Net investment income
- $9,696,907
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 |
|---|---|---|---|
| DAVID ERTEL 4425 PONCE DE LEON BLVD 4TH FLOOR, CORAL GABLES, FL 33146 | DIRECTOR | 10 | $0 |
| BETH ERTEL 4425 PONCE DE LEON BLVD 4TH FLOOR, CORAL GABLES, FL 33146 | DIRECTOR | 10 | $0 |
| MICHAEL K PARK PERSONAL INFO AVAIL UPON REQUEST, CORAL GABLES, FL 33146 | OFFICER | 40 | $0 |
| CARISSA TEPOVICH PERSONAL INFO AVAIL UPON REQUEST, CORAL GABLES, FL 33146 | OFFICER | 10 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID ERTEL 4425 PONCE DE LEON BLVD 4TH FLOOR, CORAL GABLES, FL 33146 | DIRECTOR | 10 | $0 |
| BETH ERTEL 4425 PONCE DE LEON BLVD 4TH FLOOR, CORAL GABLES, FL 33146 | DIRECTOR | 10 | $0 |
| MICHAEL K PARK PERSONAL INFO AVAIL UPON REQUEST, CORAL GABLES, FL 33146 | OFFICER | 40 | $0 |
| CARISSA TEPOVICH PERSONAL INFO AVAIL UPON REQUEST, CORAL GABLES, FL 33146 | OFFICER | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 4425 PONCE DE LEON BLVD 4TH FLOOR, CORAL GABLES, FL 33146-1837
- In care of
- % JBJ FOUNDATION INC
- Signed the 990-PF
- DAVID ERTEL, DIRECTOR
- Phone
- (786) 583-5713
- Return prepared by
- ALVAREZ & MARSAL 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
- 65-1001949
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $219,643,219
- Income (IRS master file)
- $77,696,907
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $77,696,907 | $12,353,898 | $219,643,219 | IRS |
| 990-PF | December 2023 | $32,148,691 | $13,487,058 | $151,454,124 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | 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 65-1001949).
Questions about JBJ FOUNDATION INC
- What is the EIN of JBJ FOUNDATION INC?
- The employer identification number (EIN) of JBJ FOUNDATION INC is 65-1001949.
- Is JBJ FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JBJ FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does JBJ FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JBJ FOUNDATION INC 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 JBJ FOUNDATION INC 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 JBJ FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does JBJ FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $77,696,907, expenses of $12,353,898 and total assets of $219,643,219 at year end.
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All nonprofits in CORAL GABLES · Florida · Philanthropy, voluntarism and grantmaking foundations