Nonprofit · EIN 06-6222118
PAUL L JONES FUND
Tax-exempt · WATERBURY, CT 06702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $674,244 | $484,402 | $189,842 | $4,821,164 | $0 | $4,821,164 |
| October 31, 2024 | 990-PF | $751,795 | $484,644 | $267,151 | $4,635,540 | $4,218 | $4,631,322 |
| October 31, 2023 | 990-PF | $443,830 | $462,751 | -$18,921 | $4,367,562 | $3,391 | $4,364,171 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $156,209
- Interest
- $56,926
- Net gain from sales of assets
- $461,109
Expenses
- Grants and similar amounts paid
- $410,000
- Compensation of officers, directors and key employees
- $64,400
- Disbursements for charitable purposes
- $411,525
- Excise tax on investment income
- $8,477
Balance sheet and other
- Total assets, start of year
- $4,635,540
- Total assets, end of year
- $4,821,164
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,821,164
- Fair market value of assets
- $10,154,575
- Qualifying distributions
- $411,525
- Net investment income
- $674,244
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEBSTER BANK NA 123 BANK STREET, WATERBURY, CT 06702 | TRUSTEE | 2 | $64,400 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEBSTER BANK NA 123 BANK STREET, WATERBURY, CT 06702 | TRUSTEE | 2 | $59,861 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEBSTER BANK NA 123 BANK STREET, WATERBURY, CT 06702 | TRUSTEE | 2 | $55,960 |
Address and contacts
- Address (IRS master file)
- 123 BANK ST, WATERBURY, CT 06702-2205
- In care of
- % WEBSTER BANK NA
- Signed the 990-PF
- WEBSTER BANK NA, PAUL MCAFEE VP
- Phone
- (860) 692-1751
- Return prepared by
- BAILEY MOORE GLAZER SCHAEFER PROTO 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6222118
- 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
- 1981
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,821,164
- Income (IRS master file)
- $2,333,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $674,244 | $484,402 | $4,821,164 | XML |
| 990-PF | October 2024 | $751,795 | $484,644 | $4,635,540 | XML |
| 990-PF | October 2023 | $443,830 | $462,751 | $4,367,562 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 06-6222118).
Questions about PAUL L JONES FUND
- What is the EIN of PAUL L JONES FUND?
- The employer identification number (EIN) of PAUL L JONES FUND is 06-6222118.
- Is PAUL L JONES FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to PAUL L JONES FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL L JONES FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL L JONES FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAUL L JONES FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of PAUL L JONES FUND?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $64,400 (WEBSTER BANK NA, TRUSTEE).
- How much revenue does PAUL L JONES FUND have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $674,244, expenses of $484,402 and total assets of $4,821,164 at year end.
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