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Nonprofit · EIN 04-3293081

GERALD R JORDAN JR FOUNDATION

Also known as GORDAN GERALD TTEE

Tax-exempt · QUINCY, MA 02169

Financials

−$471K$2M2023$1.5M$1.2M2024$2.5M$1.6M2025
Revenue Expenses · by fiscal year end
Financials of GERALD R JORDAN JR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,546,389$1,626,726$919,663$18,376,777$0$18,376,777
December 31, 2024990-PF$1,455,176$1,216,899$238,277$17,457,114$0$17,457,114
December 31, 2023990-PF-$471,366$2,019,271-$2,490,637$17,218,837$0$17,218,837
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$373,694
Interest
$156,593
Net gain from sales of assets
$1,957,840
Other income
$58,262

Expenses

Grants and similar amounts paid
$1,391,390
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,391,390
Excise tax on investment income
$32,402

Balance sheet and other

Total assets, start of year
$17,457,114
Total assets, end of year
$18,376,777
Total liabilities, end of year
$0
Net assets, end of year
$18,376,777
Fair market value of assets
$23,669,995
Qualifying distributions
$1,391,390
Net investment income
$2,546,389

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.

NameTitleHours / weekCompensation
GERALD R JORDAN JR
259 MERRAIN ROAD, PALM BEACH, FL 33480
TRUSTEE1$0
DARLENE L JORDAN
259 MERRAIN ROAD, PALM BEACH, FL 33480
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
GERALD R JORDAN JR
203 SOUTH LAKE TRAIL, PALM BEACH, FL 33480
TRUSTEE1$0
DARLENE L JORDAN
203 SOUTH LAKE TRAIL, PALM BEACH, FL 33480
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
GERALD R JORDAN JR
203 SOUTH LAKE TRAIL, PALM BEACH, FL 33480
TRUSTEE1$0
DARLENE L JORDAN
203 SOUTH LAKE TRAIL, PALM BEACH, FL 33480
TRUSTEE1$0

Address and contacts

Address (IRS master file)
21 MAYOR THOMAS J MCGRATH HWY 204, QUINCY, MA 02169-5351
In care of
% HELLMAN JORDAN MANAGEMENT CO INC
Signed the 990-PF
DARLENE L JORDAN, TRUSTEE
Phone
(617) 261-9800
Return prepared by
GENE O'NEILL & COMPANY

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3293081
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$18,376,777
Income (IRS master file)
$2,546,389

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,546,389$1,626,726$18,376,777XML
990-PFDecember 2024$1,455,176$1,216,899$17,457,114XML
990-PFDecember 2023-$471,366$2,019,271$17,218,837XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 04-3293081).

Questions about GERALD R JORDAN JR FOUNDATION

What is the EIN of GERALD R JORDAN JR FOUNDATION?
The employer identification number (EIN) of GERALD R JORDAN JR FOUNDATION is 04-3293081.
Is GERALD R JORDAN JR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to GERALD R JORDAN JR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GERALD R JORDAN JR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GERALD R JORDAN JR 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 GERALD R JORDAN JR 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 GERALD R JORDAN JR FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does GERALD R JORDAN JR FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,546,389, expenses of $1,626,726 and total assets of $18,376,777 at year end.

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