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Nonprofit · EIN 13-6327373

JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY

Tax-exempt · WILMINGTON, DE 19809

Financials

$894K$114K2023$93K$134K2024$144K$149K2025
Revenue Expenses · by fiscal year end
Financials of JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$143,654$148,548-$4,894$2,229,061$0$2,229,061
December 31, 2024990-PF$93,069$133,955-$40,886$2,233,875$0$2,233,875
December 31, 2023990-PF$894,341$114,491$779,850$2,274,767$0$2,274,767
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$59,325
Net gain from sales of assets
$74,208
Other income
$10,121

Expenses

Grants and similar amounts paid
$117,651
Compensation of officers, directors and key employees
$28,138
Disbursements for charitable purposes
$132,970
Excise tax on investment income
$1,639

Balance sheet and other

Total assets, start of year
$2,233,875
Total assets, end of year
$2,229,061
Total liabilities, end of year
$0
Net assets, end of year
$2,229,061
Fair market value of assets
$2,808,288
Qualifying distributions
$132,970
Net investment income
$133,515

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
JTC TRUST COMPANT DELAWARE LTD
200 BELLEVUE PARKWAY SUITE 500, WILMINGTON, DE 19809
TRUSTEE, AS REQ'D0$28,138
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CITIBANK N A
388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013
TRUSTEE, AS REQ'D0$19,618
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CITIBANK N A
388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013
TRUSTEE, AS REQ'D0$17,751

Address and contacts

Address (IRS master file)
200 BELLEVUE PKWY STE 500, WILMINGTON, DE 19809-3741
In care of
% CITICORP TR BANK FSB
Signed the 990-PF
SHAWN WILSON, TRUSTEE
Phone
(302) 798-2160
Return prepared by
KPMG 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 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
13-6327373
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
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,229,061
Income (IRS master file)
$970,140

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$143,654$148,548$2,229,061IRS
990-PFDecember 2024$93,069$133,955$2,233,875IRS
990-PFDecember 2023$894,341$114,491$2,274,767XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 13-6327373).

Questions about JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY

What is the EIN of JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY?
The employer identification number (EIN) of JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY is 13-6327373.
Is JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY file?
Form 990-PF. Private foundations file every year.
When is the next return of JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY 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 JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY 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 JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,138 (JTC TRUST COMPANT DELAWARE LTD, TRUSTEE, AS REQ'D).
How much revenue does JEANNE E & JACOB A BARKEY MEMORIAL FUND U/W JEANNE E BARKEY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $143,654, expenses of $148,548 and total assets of $2,229,061 at year end.

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