Nonprofit · EIN 65-1230566
THE JACK & AGGIE@BANDY FOUNDATION INC
Tax-exempt · DALTON, GA 30722
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $472,263 | $478,853 | -$6,590 | $8,785,500 | $0 | $8,785,500 |
| June 30, 2024 | 990-PF | $382,319 | $475,320 | -$93,001 | $8,784,457 | $0 | $8,784,457 |
| June 30, 2023 | 990-PF | -$241,384 | $549,933 | -$791,317 | $8,862,056 | $0 | $8,862,056 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $130,046
- Interest
- $80,255
- Net gain from sales of assets
- $261,962
Expenses
- Grants and similar amounts paid
- $454,580
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $534,994
- Excise tax on investment income
- $6,302
Balance sheet and other
- Total assets, start of year
- $8,784,457
- Total assets, end of year
- $8,785,500
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,785,500
- Fair market value of assets
- $11,621,915
- Qualifying distributions
- $534,994
- Net investment income
- $472,263
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MURRAY W BANDY PO BOX 624, DALTON, GA 30722 | PRESIDENT | 0.25 | $0 |
| BURL J BANDY III PO BOX 624, DALTON, GA 30722 | VICE PRESIDENT | 0.25 | $0 |
| TANA BANDY HARLAN PO BOX 624, DALTON, GA 30722 | SECRETARY | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MURRAY W BANDY PO BOX 624, DALTON, GA 30722 | PRESIDENT | 0.25 | $0 |
| BURL J BANDY III PO BOX 624, DALTON, GA 30722 | VICE PRESIDENT | 0.25 | $0 |
| TANA BANDY HARLAN PO BOX 624, DALTON, GA 30722 | SECRETARY | 0.25 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MURRAY W BANDY PO BOX 624, DALTON, GA 30722 | PRESIDENT | 0.25 | $0 |
| KARL J JORDAN PO BOX 21962, CHATTANOOGA, TN 37424 | TREASURER (THROUGH DEC. 2022) | 0.25 | $0 |
| BURL J BANDY III PO BOX 624, DALTON, GA 30722 | VICE PRESIDENT | 0.25 | $0 |
| TANA BANDY HARLAN PO BOX 624, DALTON, GA 30722 | SECRETARY | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 624, DALTON, GA 30722-0624
- In care of
- % B JACKSON BANDY
- Signed the 990-PF
- MURRAY W BANDY, PRESIDENT
- Phone
- (706) 226-8835
- Return prepared by
- ELLIOTT DAVIS ADVISORY 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 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-1230566
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,785,500
- Income (IRS master file)
- $210,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $472,263 | $478,853 | $8,785,500 | IRS |
| 990-PF | June 2024 | $382,319 | $475,320 | $8,784,457 | XML |
| 990-PF | June 2023 | -$241,384 | $549,933 | $8,862,056 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 65-1230566).
Questions about THE JACK & AGGIE@BANDY FOUNDATION INC
- What is the EIN of THE JACK & AGGIE@BANDY FOUNDATION INC?
- The employer identification number (EIN) of THE JACK & AGGIE@BANDY FOUNDATION INC is 65-1230566.
- Is THE JACK & AGGIE@BANDY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to THE JACK & AGGIE@BANDY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JACK & AGGIE@BANDY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JACK & AGGIE@BANDY FOUNDATION INC 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 THE JACK & AGGIE@BANDY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE JACK & AGGIE@BANDY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE JACK & AGGIE@BANDY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $472,263, expenses of $478,853 and total assets of $8,785,500 at year end.
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