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Nonprofit · EIN 20-0279384

JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC

Tax-exempt · MARBLEHEAD, MA 01945

Financials

$28K$51K2023$45K$55K2024$125K$48K2025
Revenue Expenses · by fiscal year end
Financials of JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$124,673$48,150$76,523$955,695$0$955,695
December 31, 2024990-PF$44,668$54,938-$10,270$852,870$0$852,870
December 31, 2023990-PF$27,554$51,087-$23,533$812,218$0$812,218
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$25,291
Net gain from sales of assets
$99,382

Expenses

Grants and similar amounts paid
$44,326
Disbursements for charitable purposes
$44,526
Excise tax on investment income
$1,699

Balance sheet and other

Total assets, start of year
$852,870
Total assets, end of year
$955,695
Total liabilities, end of year
$0
Net assets, end of year
$955,695
Fair market value of assets
$955,695
Qualifying distributions
$44,526
Net investment income
$124,673

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
JOYCE J RAYMOND
420 OCEAN AVE, MARBLEHEAD, MA 01945
PRESIDENT1$0
LYDIA W ADELFIO
3438 HIDDEN RIVER VIEW RD, ANNAPOLIS, MD 21403
VICE PRESIDE1$0
PATRICIA M HAYES
486 PILGRIM, BIRMINGHAM, MI 48009
SECRETARY1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOYCE J RAYMOND
420 OCEAN AVE, MARBLEHEAD, MA 01945
PRESIDENT1$0
LYDIA W ADELFIO
3438 HIDDEN RIVER VIEW RD, ANNAPOLIS, MD 21403
VICE PRESIDE1$0
PATRICIA M HAYES
486 PILGRIM, BIRMINGHAM, MI 48009
SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOYCE J RAYMOND
420 OCEAN AVE, MARBLEHEAD, MA 01945
PRESIDENT1$0
LYDIA W ADELFIO
3438 HIDDEN RIVER VIEW RD, ANNAPOLIS, MD 21403
VICE PRESIDE1$0
PATRICIA M HAYES
486 PILGRIM, BIRMINGHAM, MI 48009
SECRETARY1$0

Address and contacts

Address (IRS master file)
420 OCEAN AVE, MARBLEHEAD, MA 01945-3852
In care of
% JOYCE JAY RAYMOND TTEE
Signed the 990-PF
JOYCE J RAYMOND, PRESIDENT
Phone
(781) 631-7676
Return prepared by
DAN CLASBY & 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
20-0279384
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$955,695
Income (IRS master file)
$184,363

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$124,673$48,150$955,695IRS
990-PFDecember 2024$44,668$54,938$852,870IRS
990-PFDecember 2023$27,554$51,087$812,218XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-0279384).

Questions about JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC

What is the EIN of JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC?
The employer identification number (EIN) of JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC is 20-0279384.
Is JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC 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 JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC 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 JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JOYCE JAY AND JOHN J RAYMOND JR FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $124,673, expenses of $48,150 and total assets of $955,695 at year end.

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