Nonprofit · EIN 30-6653059
DANIEL AND INGRID JONES FAMILY FOUNDATION
Also known as RAYMOND JAMES TRUST NA TTEE
Tax-exempt · ST PETERSBURG, FL 33742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $400,551 | $407,309 | -$6,758 | $5,641,770 | $0 | $5,641,770 |
| December 31, 2024 | 990-PF | $510,288 | $429,505 | $80,783 | $5,635,742 | $0 | $5,635,742 |
| December 31, 2023 | 990-PF | -$217,228 | $383,746 | -$600,974 | $5,555,220 | $0 | $5,555,220 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $167,028
- Net gain from sales of assets
- $13,125
- Other income
- $220,398
Expenses
- Grants and similar amounts paid
- $300,068
- Compensation of officers, directors and key employees
- $49,942
- Disbursements for charitable purposes
- $312,554
- Excise tax on investment income
- $4,365
Balance sheet and other
- Total assets, start of year
- $5,635,742
- Total assets, end of year
- $5,641,770
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,641,770
- Fair market value of assets
- $7,531,914
- Qualifying distributions
- $312,554
- Net investment income
- $399,275
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 |
|---|---|---|---|
| RAYMOND JAMES TRUST N A 880 CARILLON PARKWAY, ST PETERSBURG, FL 33716 | TRUSTEE | 1 | $49,942 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES PO BOX 23559, ST PETERSBURG, FL 33742 | TRUSTEE | 1 | $81,647 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES PO BOX 23559, ST PETERSBURG, FL 33742 | TRUSTEE | 1 | $70,526 |
Address and contacts
- Address (IRS master file)
- PO BOX 23559, ST PETERSBURG, FL 33742-3559
- Signed the 990-PF
- JOE WEAVER, TRUSTEE
- Phone
- (727) 567-2300
- Return prepared by
- PWC US TAX 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 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
- 30-6653059
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $5,641,770
- Income (IRS master file)
- $2,078,422
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $400,551 | $407,309 | $5,641,770 | IRS |
| 990-PF | December 2024 | $510,288 | $429,505 | $5,635,742 | XML |
| 990-PF | December 2023 | -$217,228 | $383,746 | $5,555,220 | 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 30-6653059).
Questions about DANIEL AND INGRID JONES FAMILY FOUNDATION
- What is the EIN of DANIEL AND INGRID JONES FAMILY FOUNDATION?
- The employer identification number (EIN) of DANIEL AND INGRID JONES FAMILY FOUNDATION is 30-6653059.
- Is DANIEL AND INGRID JONES FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to DANIEL AND INGRID JONES FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DANIEL AND INGRID JONES FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIEL AND INGRID JONES FAMILY 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 DANIEL AND INGRID JONES FAMILY 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 DANIEL AND INGRID JONES FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $49,942 (RAYMOND JAMES TRUST N A, TRUSTEE).
- How much revenue does DANIEL AND INGRID JONES FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $400,551, expenses of $407,309 and total assets of $5,641,770 at year end.
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