Nonprofit · EIN 03-0340992
THE JEFFERSON LEGACY FOUNDATION
Tax-exempt · KESWICK, VA 22947
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $69,485 | $74,733 | -$5,248 | $56,249 | $1,545 | $54,704 |
| December 31, 2024 | 990-PF | $76,911 | $474,366 | -$397,455 | $61,577 | $1,744 | $59,833 |
| December 31, 2023 | 990-PF | $68,897 | $64,646 | $4,251 | $457,802 | $2,782 | $455,020 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $71,968
- Dividends
- $166
- Net gain from sales of assets
- -$2,649
Expenses
- Grants and similar amounts paid
- $15,850
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $69,877
- Excise tax on investment income
- $2
Balance sheet and other
- Total assets, start of year
- $61,577
- Total assets, end of year
- $56,249
- Total liabilities, end of year
- $1,545
- Net assets, end of year
- $54,704
- Fair market value of assets
- $56,061
- Qualifying distributions
- $69,877
- Net investment income
- $166
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 |
|---|---|---|---|
| SYDNEY N STOKES JR 3452 CARROLL CREEK RD, KESWICK, VA 22947 | CHAIRMAN | 40 | $0 |
| CLARENCE W LEEDS III 3452 CARROLL CREEK RD, KESWICK, VA 22947 | DIRECTOR | 0.25 | $0 |
| BRENDA LACLAIR 3452 CARROLL CREEK RD, KESWICK, VA 22947 | PRESIDENT | 40 | $0 |
| DONALD C BALLOU 3452 CARROLL CREEK RD, KESWICK, VA 22947 | SECRETARY/TREASURER | 3 | $0 |
| HEIDI H STOKES 3452 CARROLL CREEK RD, KESWICK, VA 22947 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYDNEY N STOKES JR 3452 CARROLL CREEK RD, KESWICK, VA 22947 | CHAIRMAN | 40 | $0 |
| CLARENCE W LEEDS III 3452 CARROLL CREEK RD, KESWICK, VA 22947 | DIRECTOR | 0.25 | $0 |
| BRENDA LACLAIR 3452 CARROLL CREEK RD, KESWICK, VA 22947 | PRESIDENT | 30 | $0 |
| DONALD C BALLOU 3452 CARROLL CREEK RD, KESWICK, VA 22947 | SECRETARY/TREASURER | 3 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYDNEY N STOKES JR 3452 CARROLL CREEK RD, KESWICK, VA 22947 | CHAIRMAN | 40 | $0 |
| CLARENCE W LEEDS III 3452 CARROLL CREEK RD, KESWICK, VA 22947 | PRESIDENT | 2 | $0 |
| BENDA LACLAIR 3452 CARROLL CREEK RD, KESWICK, VA 22947 | VICE PRESIDENT | 10 | $0 |
| ROBERTA F SOMACH 3452 CARROLL CREEK RD, KESWICK, VA 22947 | DIRECTOR | 0.25 | $0 |
| JACK ROBERTSON 3452 CARROLL CREEK RD, KESWICK, VA 22947 | DIRECTOR | 0.25 | $0 |
| DONALD C BALLOU INC 3452 CARROLL CREEK RD, KESWICK, VA 22947 | SECRETARY/TREASURER | 3 | $0 |
| WILLIAM D BARKER 3452 CARROLL CREEK RD, KESWICK, VA 22947 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 3452 CARROLL CREEK RD, KESWICK, VA 22947-9206
- In care of
- % DON BALLOU
- Signed the 990-PF
- SYDNEY N STOKES JR, CHAIRMAN
- Phone
- (802) 483-2559
- Website
- WWW.JEFFERSONLEGACY.ORG
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
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
- 03-0340992
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $56,249
- Income (IRS master file)
- $141,528
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $69,485 | $74,733 | $56,249 | IRS |
| 990-PF | December 2024 | $76,911 | $474,366 | $61,577 | XML |
| 990-PF | December 2023 | $68,897 | $64,646 | $457,802 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 03-0340992).
Questions about THE JEFFERSON LEGACY FOUNDATION
- What is the EIN of THE JEFFERSON LEGACY FOUNDATION?
- The employer identification number (EIN) of THE JEFFERSON LEGACY FOUNDATION is 03-0340992.
- Is THE JEFFERSON LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to THE JEFFERSON LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does THE JEFFERSON LEGACY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JEFFERSON LEGACY FOUNDATION 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 THE JEFFERSON LEGACY FOUNDATION 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 THE JEFFERSON LEGACY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE JEFFERSON LEGACY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $69,485, expenses of $74,733 and total assets of $56,249 at year end.
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