Nonprofit · EIN 85-4100957
JERRY AND EMY LOU BALDRIDGE FOUNDATION
Tax-exempt · DALLAS, TX 75201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $656,621 | $175,960 | $480,661 | $481,101 | $440 | $480,661 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $654,736
- Interest
- $1,885
Expenses
- Grants and similar amounts paid
- $175,390
- Disbursements for charitable purposes
- $175,390
- Excise tax on investment income
- $26
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $481,101
- Total liabilities, end of year
- $440
- Net assets, end of year
- $480,661
- Fair market value of assets
- $481,092
- Qualifying distributions
- $175,390
- Net investment income
- $1,885
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jerald T Baldridge 1925 Cedar Springs Rd 303, Dallas, TX 75206 | Pres/Sec/Dir. | 0 | $0 |
| Emily Z Baldridge 1925 Cedar Springs Rd 303, Dallas, TX 75201 | VP/Treas/Dir. | 0 | $0 |
| David Drumm 901 Main St 5500, Dallas, TX 75202 | Director | 0 | $0 |
| Mary Ella Bitzer 411 W Seventh St 507, Ft Worth, TX 76102 | Director | 0 | $0 |
| Sarah Williamson 16415 Addison Rd Ste 810, Addison, TX 75001 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1925 CEDAR SPRINGS RD APT 303, DALLAS, TX 75201-1785
- In care of
- % JERALD T BALDRIDGE
- Signed the 990-PF
- Jerald T Baldridge, Pres/Sec/Dir.
- Phone
- (469) 471-3431
- Return prepared by
- Sarah Jane Pate Williamson PC INC
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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-4100957
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $481,101
- Income (IRS master file)
- $656,621
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $656,621 | $175,960 | $481,101 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | 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 85-4100957).
Questions about JERRY AND EMY LOU BALDRIDGE FOUNDATION
- What is the EIN of JERRY AND EMY LOU BALDRIDGE FOUNDATION?
- The employer identification number (EIN) of JERRY AND EMY LOU BALDRIDGE FOUNDATION is 85-4100957.
- Is JERRY AND EMY LOU BALDRIDGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to JERRY AND EMY LOU BALDRIDGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY AND EMY LOU BALDRIDGE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY AND EMY LOU BALDRIDGE FOUNDATION 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 JERRY AND EMY LOU BALDRIDGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of JERRY AND EMY LOU BALDRIDGE FOUNDATION?
- The 990-PF for the year ended December 31, 2023 lists 5 people; 0 received compensation from the organization.
- How much revenue does JERRY AND EMY LOU BALDRIDGE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $656,621, expenses of $175,960 and total assets of $481,101 at year end.
Other nonprofits in DALLAS
- COMMUNITIES FOUNDATION OF TEXAS EIN 75-0964565 · last filed 990 for 2025
- THE DALLAS FOUNDATION EIN 75-2890371 · last filed 990 for 2024
- CARL AND MARILYNN THOMA EIN 46-5446388 · last filed 990-PF for 2024
- JOHN AND SUSAN WILDER FOUNDATION EIN 26-0281707 · last filed 990-PF for 2025
- DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INC EIN 75-2890923 · last filed 990 for 2025
- DALLAS JEWISH COMMUNITY FOUNDATION EIN 75-2836123 · last filed 990 for 2025
- ADDY FOUNDATION EIN 47-2607515 · last filed 990-PF for 2025
- UNITED WAY OF METROPOLITAN DALLAS INC EIN 75-6005352 · last filed 990 for 2025
All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations