Nonprofit · EIN 20-4863679
JON L AND BEVERLY A THOMPSON FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,408,575 | $3,037,626 | -$629,051 | $14,558,222 | $0 | $14,558,222 |
| December 31, 2024 | 990-PF | $2,705,841 | $2,870,472 | -$164,631 | $15,194,338 | $0 | $15,194,338 |
| December 31, 2023 | 990-PF | $1,117,271 | $2,658,790 | -$1,541,519 | $15,363,037 | $0 | $15,363,037 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $832,129
- Net gain from sales of assets
- $1,576,446
Expenses
- Grants and similar amounts paid
- $2,925,000
- Compensation of officers, directors and key employees
- $60,481
- Disbursements for charitable purposes
- $2,950,472
- Excise tax on investment income
- $32,833
Balance sheet and other
- Total assets, start of year
- $15,194,338
- Total assets, end of year
- $14,558,222
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,558,222
- Fair market value of assets
- $42,430,750
- Qualifying distributions
- $2,950,472
- Net investment income
- $2,400,416
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 |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $60,481 |
| JON L THOMPSON 4265 W GULF DR, SANIBEL, FL 339575103 | TRUSTEE | 1 | $0 |
| BEVERLY A THOMPSON 4265 W GULF DR, SANIBEL, FL 339575103 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $57,772 |
| JON L THOMPSON 4265 W GULF DR, SANIBEL, FL 339575103 | TRUSTEE | 1 | $0 |
| BEVERLY A THOMPSON 4265 W GULF DR, SANIBEL, FL 339575103 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $51,284 |
| JON L THOMPSON 4265 W GULF DR, SANIBEL, FL 339575103 | TRUSTEE | 1 | $0 |
| BEVERLY A THOMPSON 4265 W GULF DR, SANIBEL, FL 339575103 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % US TRUST
- Signed the 990-PF
- JON THOMPSON, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
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
- 20-4863679
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $14,558,222
- Income (IRS master file)
- $3,679,561
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,408,575 | $3,037,626 | $14,558,222 | IRS |
| 990-PF | December 2024 | $2,705,841 | $2,870,472 | $15,194,338 | XML |
| 990-PF | December 2023 | $1,117,271 | $2,658,790 | $15,363,037 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 20-4863679).
Questions about JON L AND BEVERLY A THOMPSON FOUNDATION
- What is the EIN of JON L AND BEVERLY A THOMPSON FOUNDATION?
- The employer identification number (EIN) of JON L AND BEVERLY A THOMPSON FOUNDATION is 20-4863679.
- Is JON L AND BEVERLY A THOMPSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to JON L AND BEVERLY A THOMPSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JON L AND BEVERLY A THOMPSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JON L AND BEVERLY A THOMPSON FOUNDATION 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 JON L AND BEVERLY A THOMPSON FOUNDATION 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 JON L AND BEVERLY A THOMPSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $60,481 (BANK OF AMERICA N A, AGENT FOR FIDUCIARY).
- How much revenue does JON L AND BEVERLY A THOMPSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,408,575, expenses of $3,037,626 and total assets of $14,558,222 at year end.
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