Nonprofit · EIN 13-3971019
JACQUELYN AND GREGORY ZEHNER FOUNDATION
Tax-exempt · PARK CITY, UT 84060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,411,513 | $1,167,729 | $1,243,784 | $15,921,289 | $0 | $15,921,289 |
| July 31, 2024 | 990-PF | $2,684,225 | $1,290,936 | $1,393,289 | $14,677,505 | $0 | $14,677,505 |
| July 31, 2023 | 990-PF | $471,719 | $1,291,165 | -$819,446 | $13,284,216 | $0 | $13,284,216 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,353,812
- Dividends
- $76,855
- Interest
- $414
- Net gain from sales of assets
- $941,125
- Other income
- $39,307
Expenses
- Grants and similar amounts paid
- $1,033,500
- Disbursements for charitable purposes
- $1,033,500
- Excise tax on investment income
- $12,588
Balance sheet and other
- Total assets, start of year
- $14,677,505
- Total assets, end of year
- $15,921,289
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,921,289
- Fair market value of assets
- $25,147,704
- Qualifying distributions
- $1,033,500
- Net investment income
- $1,018,394
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 |
|---|---|---|---|
| JACQUELYN M HOFFMAN-ZEHNER 21 MARILYN CT, PARK CITY, UT 84060 | Trustee | 3 | $0 |
| GREGORY H ZEHNER 21 MARILYN CT, PARK CITY, UT 84060 | Trustee | 1 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELYN M HOFFMAN-ZEHNER 21 MARILYN CT, PARK CITY, UT 84060 | Trustee | 3 | $0 |
| GREGORY H ZEHNER 21 MARILYN CT, PARK CITY, UT 84060 | Trustee | 1 | $0 |
990-PF for the year ended July 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELYN M HOFFMAN-ZEHNER 21 MARILYN CT, PARK CITY, UT 84060 | Trustee | 3 | $0 |
| GREGORY H ZEHNER 21 MARILYN CT, PARK CITY, UT 84060 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 21 MARILYN CT, PARK CITY, UT 84060-6899
- In care of
- % JACQUELYN ZEHNER
- Signed the 990-PF
- JACQUELYN M HOFFMAN-ZEHNER, Trustee
- Phone
- (917) 371-2026
- Return prepared by
- Bement & 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 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 | Check at the IRS |
IRS record
- EIN
- 13-3971019
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $15,921,289
- Income (IRS master file)
- $5,692,796
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,411,513 | $1,167,729 | $15,921,289 | IRS |
| 990-PF | July 2024 | $2,684,225 | $1,290,936 | $14,677,505 | XML |
| 990-PF | July 2023 | $471,719 | $1,291,165 | $13,284,216 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 13-3971019).
Questions about JACQUELYN AND GREGORY ZEHNER FOUNDATION
- What is the EIN of JACQUELYN AND GREGORY ZEHNER FOUNDATION?
- The employer identification number (EIN) of JACQUELYN AND GREGORY ZEHNER FOUNDATION is 13-3971019.
- Is JACQUELYN AND GREGORY ZEHNER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to JACQUELYN AND GREGORY ZEHNER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACQUELYN AND GREGORY ZEHNER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACQUELYN AND GREGORY ZEHNER 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 JACQUELYN AND GREGORY ZEHNER 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 JACQUELYN AND GREGORY ZEHNER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does JACQUELYN AND GREGORY ZEHNER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,411,513, expenses of $1,167,729 and total assets of $15,921,289 at year end.
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