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Nonprofit · EIN 36-7190047

HARRIET & JERRY DEMSEY FAMILY FOUNDATION

Tax-exempt · DALLAS, TX 75265

Financials

$350K$362K2023$339K$394K2024$361K$434K2025
Revenue Expenses · by fiscal year end
Financials of HARRIET & JERRY DEMSEY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$361,308$434,383-$73,075$5,692,641$0$5,692,641
April 30, 2025990-PF$339,472$393,520-$54,048$5,765,875$0$5,765,875
April 30, 2024990-PF$350,119$362,240-$12,121$5,820,003$0$5,820,003
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$166,818
Net gain from sales of assets
$188,788
Other income
$5,702

Expenses

Grants and similar amounts paid
$364,022
Compensation of officers, directors and key employees
$51,854
Disbursements for charitable purposes
$385,198
Excise tax on investment income
$4,391

Balance sheet and other

Total assets, start of year
$5,765,875
Total assets, end of year
$5,692,641
Total liabilities, end of year
$0
Net assets, end of year
$5,692,641
Fair market value of assets
$9,133,516
Qualifying distributions
$385,198
Net investment income
$361,186

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$51,854
JERRI D HEBDON
963 BOLINGBROOK DR SW, MARIETTA, GA 300642973
ADVISORY COMMITTEE0$0
REBECCA D COOLEDGE
3809 LOOKOUT PERCH LN SE, ATLANTA, GA 303394236
ADVISORY COMMITTEE0$0
MARGARET CHRISTENSEN
1122 COUNTRY CLUB DR, HASTINGS, MI 490589502
ADVISORY COMMITTEE0$0
990-PF for the year ended April 30, 2025: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$47,399
JERRI D HEBDON
963 BOLINGBROOK DR SW, MARIETTA, GA 300642973
ADVISORY COMMITTEE0$0
REBECCA D COOLEDGE
3809 LOOKOUT PERCH LN SE, ATLANTA, GA 303394236
ADVISORY COMMITTEE0$0
MARGARET CHRISTENSEN
1122 COUNTRY CLUB DR, HASTINGS, MI 490589502
ADVISORY COMMITTEE0$0
990-PF for the year ended April 30, 2024: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$41,572
JERRI D HEBDON
963 BOLINGBROOK DR SW, MARIETTA, GA 300642973
ADVISORY COMMITTEE0$0
REBECCA D COOLEDGE
3809 LOOKOUT PERCH LN SE, ATLANTA, GA 303394236
ADVISORY COMMITTEE0$0
MARGARET CHRISTENSEN
1122 COUNTRY CLUB DR, HASTINGS, MI 490589502
ADVISORY COMMITTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA NA
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
36-7190047
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
1998
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$5,692,641
Income (IRS master file)
$1,243,233

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$361,308$434,383$5,692,641XML
990-PFApril 2025$339,472$393,520$5,765,875XML
990-PFApril 2024$350,119$362,240$5,820,003XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 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 36-7190047).

Questions about HARRIET & JERRY DEMSEY FAMILY FOUNDATION

What is the EIN of HARRIET & JERRY DEMSEY FAMILY FOUNDATION?
The employer identification number (EIN) of HARRIET & JERRY DEMSEY FAMILY FOUNDATION is 36-7190047.
Is HARRIET & JERRY DEMSEY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to HARRIET & JERRY DEMSEY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HARRIET & JERRY DEMSEY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HARRIET & JERRY DEMSEY FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HARRIET & JERRY DEMSEY FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of HARRIET & JERRY DEMSEY FAMILY FOUNDATION?
The 990-PF for the year ended April 30, 2026 lists 4 people; 1 received compensation from the organization, the highest $51,854 (BANK OF AMERICA, TRUSTEE).
How much revenue does HARRIET & JERRY DEMSEY FAMILY FOUNDATION have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $361,308, expenses of $434,383 and total assets of $5,692,641 at year end.

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