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Nonprofit · EIN 22-6766865

JFI CHARITABLE TR

Also known as WILSCHANSKI DAVID H ET AL TTEE

Tax-exempt · LAKEWOOD, NJ 08701

Financials

$84K$448K2023$281K$442K2024
Revenue Expenses · by fiscal year end
Financials of JFI CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$281,003$441,962-$160,959$4,940,715$0$4,940,715
December 31, 2023990-PF$83,663$448,020-$364,357$5,101,674$0$5,101,674
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$263,212
Interest
$5,347
Net gain from sales of assets
$10,402
Other income
$2,042

Expenses

Grants and similar amounts paid
$431,258
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$431,258
Excise tax on investment income
$3,906

Balance sheet and other

Total assets, start of year
$5,101,674
Total assets, end of year
$4,940,715
Total liabilities, end of year
$0
Net assets, end of year
$4,940,715
Fair market value of assets
$7,208,283
Qualifying distributions
$431,258
Net investment income
$281,003

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.

NameTitleHours / weekCompensation
YOSSEF INY
16 REGAL CT, LAKEWOOD, NJ 08701
TRUSTEE10$0
RACHEL J INY
18 SIXTH STREET, LAKEWOOD, NJ 08701
TRUSTEE10$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
YOSSEF INY
16 REGAL CT, LAKEWOOD, NJ 08701
TRUSTEE10$0
RACHEL J INY
18 SIXTH STREET, LAKEWOOD, NJ 08701
TRUSTEE10$0

Address and contacts

Address (IRS master file)
18 6TH ST, LAKEWOOD, NJ 08701-2810
In care of
% D WILSCHANSKI
Signed the 990-PF
RACHEL JOYCE INY, TTEE
Phone
(732) 531-2562
Return prepared by
WILSCHANSKI & CO

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-6766865
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,940,715
Income (IRS master file)
$303,480

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$281,003$441,962$4,940,715XML
990-PFDecember 2023$83,663$448,020$5,101,674XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 22-6766865).

Questions about JFI CHARITABLE TR

What is the EIN of JFI CHARITABLE TR?
The employer identification number (EIN) of JFI CHARITABLE TR is 22-6766865.
Is JFI CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to JFI CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JFI CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JFI CHARITABLE TR 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 JFI CHARITABLE TR 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 JFI CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does JFI CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $281,003, expenses of $441,962 and total assets of $4,940,715 at year end.

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