Nonprofit · EIN 30-6048152
THE HELEN M JONES FAMILY CHARITABLE TRUST
Tax-exempt · MCLEAN, VA 22101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $78,683 | $30,645 | $48,038 | $460,324 | $2,400 | $457,924 |
| December 31, 2023 | 990-PF | $48,835 | $25,788 | $23,047 | $409,886 | $0 | $409,886 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $8,307
- Dividends
- $2,790
- Interest
- $157
- Net gain from sales of assets
- $67,429
Expenses
- Grants and similar amounts paid
- $26,405
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $28,075
- Excise tax on investment income
- $955
Balance sheet and other
- Total assets, start of year
- $409,886
- Total assets, end of year
- $460,324
- Total liabilities, end of year
- $2,400
- Net assets, end of year
- $457,924
- Fair market value of assets
- $752,400
- Qualifying distributions
- $28,075
- Net investment income
- $70,376
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R JONES JR 6251 OLD DOMINION DRIVE APT 116, MCLEAN, VA 22101 | TRUSTEE | 0 | $0 |
| MARILYN M JONES 6251 OLD DOMINION DRIVE APT 116, MCLEAN, VA 22101 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R JONES JR 7317 REDD ROAD, FALLS CHURCH, VA 22043 | TRUSTEE | 0 | $0 |
| MARILYN M JONES 7317 REDD ROAD, FALLS CHURCH, VA 22043 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6251 OLD DOMINION DR APT 116, MCLEAN, VA 22101-4804
- In care of
- % JOHN RUCKER J0NES JR
- Signed the 990-PF
- JOHN R JONES OR MARILYN M JONES, CO-TRUSTEES
- Phone
- (703) 893-1690
- Return prepared by
- YOUNT HYDE & BARBOUR PC
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 | Not 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
- 30-6048152
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $460,324
- Income (IRS master file)
- $83,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $78,683 | $30,645 | $460,324 | IRS |
| 990-PF | December 2023 | $48,835 | $25,788 | $409,886 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 30-6048152).
Questions about THE HELEN M JONES FAMILY CHARITABLE TRUST
- What is the EIN of THE HELEN M JONES FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of THE HELEN M JONES FAMILY CHARITABLE TRUST is 30-6048152.
- Is THE HELEN M JONES FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to THE HELEN M JONES FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HELEN M JONES FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HELEN M JONES FAMILY CHARITABLE TRUST 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 THE HELEN M JONES FAMILY CHARITABLE TRUST 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 THE HELEN M JONES FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE HELEN M JONES FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $78,683, expenses of $30,645 and total assets of $460,324 at year end.
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All nonprofits in MCLEAN · Virginia · Philanthropy, voluntarism and grantmaking foundations