Nonprofit · EIN 87-3922506
JEFF AND SUSANNE JONES FAMILY FOUNDATION
Tax-exempt · ALAMO, CA 94507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $388,761 | $23,747 | $365,014 | $1,568,574 | $0 | $1,568,574 |
| December 31, 2023 | 990-PF | $254,533 | $47,794 | $206,739 | $1,203,560 | $0 | $1,203,560 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $10,781
- Interest
- $49
- Net gain from sales of assets
- $377,931
Expenses
- Grants and similar amounts paid
- $15,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $15,500
- Excise tax on investment income
- $5,404
Balance sheet and other
- Total assets, start of year
- $1,203,560
- Total assets, end of year
- $1,568,574
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,568,574
- Fair market value of assets
- $1,325,091
- Qualifying distributions
- $15,500
- Net investment income
- $388,761
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 |
|---|---|---|---|
| JEFF JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | PRESIDENT | 10 | $0 |
| SUSANNE JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | VICE-PRESIDENT | 10 | $0 |
| CHASE JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | SECRETARY | 5 | $0 |
| LYNDSEY JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | TREASURER | 5 | $0 |
| SCOTT JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | PRESIDENT | 10 | $0 |
| SUSANNE JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | VICE-PRESIDENT | 10 | $0 |
| CHASE JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | SECRETARY | 5 | $0 |
| LYNDSEY JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | TREASURER | 5 | $0 |
| SCOTT JONES 171 WELLINGTON LANE, ALAMO, CA 94507 | DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 171 WELLINGTON LN, ALAMO, CA 94507-1755
- Signed the 990-PF
- JEFF JONES, PRESIDENT
- Phone
- (925) 884-0270
- Return prepared by
- BOYER & CONNIFF LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 87-3922506 or by the name JEFF AND SUSANNE JONES FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 87-3922506
- 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)
- Education (B12)
- Assets (IRS master file)
- $1,568,574
- Income (IRS master file)
- $1,213,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $388,761 | $23,747 | $1,568,574 | IRS |
| 990-PF | December 2023 | $254,533 | $47,794 | $1,203,560 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-3922506).
Questions about JEFF AND SUSANNE JONES FAMILY FOUNDATION
- What is the EIN of JEFF AND SUSANNE JONES FAMILY FOUNDATION?
- The employer identification number (EIN) of JEFF AND SUSANNE JONES FAMILY FOUNDATION is 87-3922506.
- Is JEFF AND SUSANNE JONES FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to JEFF AND SUSANNE JONES FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEFF AND SUSANNE JONES FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFF AND SUSANNE JONES FAMILY 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 JEFF AND SUSANNE JONES FAMILY FOUNDATION 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 JEFF AND SUSANNE JONES FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does JEFF AND SUSANNE JONES FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $388,761, expenses of $23,747 and total assets of $1,568,574 at year end.
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