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Nonprofit · EIN 27-3422536

JANES TRUST FOUNDATION

Tax-exempt · BOSTON, MA 02196

Financials

$2.7M$4.7M2023$4.2M$4.6M2024
Revenue Expenses · by fiscal year end
Financials of JANES TRUST FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,247,606$4,550,429-$302,823$66,088,327$0$66,088,327
December 31, 2023990-PF$2,696,621$4,657,048-$1,960,427$66,333,263$0$66,333,263
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,178,431
Net gain from sales of assets
$2,245,734
Other income
$823,441

Expenses

Grants and similar amounts paid
$3,318,880
Compensation of officers, directors and key employees
$237,823
Disbursements for charitable purposes
$3,464,686
Excise tax on investment income
$44,077

Balance sheet and other

Total assets, start of year
$66,333,263
Total assets, end of year
$66,088,327
Total liabilities, end of year
$0
Net assets, end of year
$66,088,327
Fair market value of assets
$78,047,944
Qualifying distributions
$3,464,686
Net investment income
$4,255,141

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
NANCY B GARDINER
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$118,912
KURT F SOMERVILLE
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$118,911
JESSICA GRIFFITHS
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$0
JEAN B STEVENSON
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$0
ELIZABETH STEELE
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
NANCY B GARDINER
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$73,285
KURT F SOMERVILLE
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$73,285
JESSICA GRIFFITHS
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$0
JEAN B STEVENSON
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$0
ELIZABETH STEELE
C/O HEMENWAY BARNES LLP 75 STATE ST, 16TH FLOOR, BOSTON, MA 02109
TRUSTEE1.25$0

Address and contacts

Address (IRS master file)
HEMENWAY BARNES LLP PO BOX 96120, BOSTON, MA 02196-0000
In care of
% HEMENWAY & BARNES LLP
Signed the 990-PF
KURT SOMERVILLE, TRUSTEE
Phone
(617) 227-7940
Return prepared by
HEMENWAY & BARNES 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-3422536
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$66,088,327
Income (IRS master file)
$5,891,377

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,247,606$4,550,429$66,088,327XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,696,621$4,657,048$66,333,263XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 27-3422536).

Questions about JANES TRUST FOUNDATION

What is the EIN of JANES TRUST FOUNDATION?
The employer identification number (EIN) of JANES TRUST FOUNDATION is 27-3422536.
Is JANES TRUST FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to JANES TRUST FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JANES TRUST FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JANES TRUST FOUNDATION 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 JANES TRUST FOUNDATION 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 JANES TRUST FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $118,912 (NANCY B GARDINER, TRUSTEE).
How much revenue does JANES TRUST FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,247,606, expenses of $4,550,429 and total assets of $66,088,327 at year end.

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