Nonprofit · EIN 13-6029993
JEFFERSON D SHATFORD MEMORIAL TR 0369260
Tax-exempt · TARRYTOWN, NY 10591
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $698,425 | $549,848 | $148,577 | $6,936,957 | $0 | $6,936,957 |
| December 31, 2024 | 990-PF | $952,445 | $401,790 | $550,655 | $6,785,752 | $0 | $6,785,752 |
| December 31, 2023 | 990-PF | $559,504 | $467,315 | $92,189 | $6,227,348 | $0 | $6,227,348 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $288,811
- Net gain from sales of assets
- $409,614
Expenses
- Grants and similar amounts paid
- $459,122
- Compensation of officers, directors and key employees
- $74,587
- Disbursements for charitable purposes
- $493,992
- Excise tax on investment income
- $8,936
Balance sheet and other
- Total assets, start of year
- $6,785,752
- Total assets, end of year
- $6,936,957
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,936,957
- Fair market value of assets
- $10,294,240
- Qualifying distributions
- $493,992
- Net investment income
- $698,425
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 |
|---|---|---|---|
| MIDLAND TRUST COMPANY 120 WHITE PLAINS ROAD SUITE 135, TARRYTOWN, NY 10591 | TRUSTEE | 4 | $74,587 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP Morgan Chase Bank N A 10 S DEARBORN ST MC IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 4 | $15,644 |
| MIDLAND TRUST COMPANY 120 WHITE PLAINS ROAD SUITE 135, TARRYTOWN, NY 10591 | TRUSTEE | 4 | $11,494 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP Morgan Chase Bank N A 10 S DEARBORN ST MC IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 4 | $91,869 |
Address and contacts
- Address (IRS master file)
- 120 WHITE PLAINS RD STE 135, TARRYTOWN, NY 10591-5532
- In care of
- % JPMORGAN CHASE BANK NA
- Signed the 990-PF
- KRISTIN STUPPLES, VICE PRESIDENT
- Phone
- (914) 771-3238
- Return prepared by
- ERNST & YOUNG US 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
- 13-6029993
- 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
- 1960
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,936,957
- Income (IRS master file)
- $3,378,664
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $698,425 | $549,848 | $6,936,957 | IRS |
| 990-PF | December 2024 | $952,445 | $401,790 | $6,785,752 | XML |
| 990-PF | December 2023 | $559,504 | $467,315 | $6,227,348 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 13-6029993).
Questions about JEFFERSON D SHATFORD MEMORIAL TR 0369260
- What is the EIN of JEFFERSON D SHATFORD MEMORIAL TR 0369260?
- The employer identification number (EIN) of JEFFERSON D SHATFORD MEMORIAL TR 0369260 is 13-6029993.
- Is JEFFERSON D SHATFORD MEMORIAL TR 0369260 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to JEFFERSON D SHATFORD MEMORIAL TR 0369260 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEFFERSON D SHATFORD MEMORIAL TR 0369260 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFFERSON D SHATFORD MEMORIAL TR 0369260 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 JEFFERSON D SHATFORD MEMORIAL TR 0369260 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 JEFFERSON D SHATFORD MEMORIAL TR 0369260?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $74,587 (MIDLAND TRUST COMPANY, TRUSTEE).
- How much revenue does JEFFERSON D SHATFORD MEMORIAL TR 0369260 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $698,425, expenses of $549,848 and total assets of $6,936,957 at year end.
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