Nonprofit · EIN 38-3427946
ROBERT A & SHIRLEY J JONES FOUNDATION
Tax-exempt · WILMETTE, IL 60091
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $225,853 | $171,257 | $54,596 | $1,781,545 | $0 | $1,781,545 |
| April 30, 2024 | 990-PF | $167,717 | $173,204 | -$5,487 | $1,743,949 | $17,000 | $1,726,949 |
| April 30, 2022 | 990-PF | $100,008 | $157,998 | -$57,990 | $1,801,639 | $7,000 | $1,794,639 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $76,318
- Interest
- $4,350
- Net gain from sales of assets
- $145,185
Expenses
- Grants and similar amounts paid
- $137,000
- Excise tax on investment income
- $2,733
Balance sheet and other
- Total assets, start of year
- $1,743,949
- Total assets, end of year
- $1,781,545
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,781,545
- Fair market value of assets
- $2,776,396
- Net investment income
- $225,853
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimberly S McElhenie 700 Forest Avenue, Wilmette, IL 60091 | Treasurer | 5 | $0 |
| Kelly J Jones 961 Milford St, Evanston, IL 60202 | Director | 1 | $0 |
| Christopher R Jones 6510 Rseberry Cir, West Bloomfield, MI 48322 | Director | 1 | $0 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimberly S McElhenie 700 Forest Avenue, Wilmette, IL 60091 | Treasurer | 5 | $0 |
| Kelly J Jones 961 Milford St, Evanston, IL 60202 | Director | 1 | $0 |
| Christopher R Jones 6510 Rseberry Cir, West Bloomfield, MI 48322 | Director | 1 | $0 |
990-PF for the year ended April 30, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER R JONES 23436 BROADMOOR PARK LANE, NOVI, MI 48374 | DIRECTOR | 1 | $0 |
| KIMBERLY S MCELHENIE 700 FOREST AVENUE, WILMETTE, IL 60091 | TREASURER | 5 | $0 |
| KELLY J JONES 961 MULFORD STREET, EVANSTON, IL 60202 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 700 FOREST AVE, WILMETTE, IL 60091-1716
- In care of
- % KIMBERLY S MCELHENIE
- Signed the 990-PF
- KIMBERLY S MCELHENIE, Treasurer
- Phone
- (847) 691-0876
- Return prepared by
- ODell Law Firm PLLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3427946
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $1,781,545
- Income (IRS master file)
- $548,542
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $225,853 | $171,257 | $1,781,545 | XML |
| 990-PF | April 2024 | $167,717 | $173,204 | $1,743,949 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | $100,008 | $157,998 | $1,801,639 | XML |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | 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 38-3427946).
Questions about ROBERT A & SHIRLEY J JONES FOUNDATION
- What is the EIN of ROBERT A & SHIRLEY J JONES FOUNDATION?
- The employer identification number (EIN) of ROBERT A & SHIRLEY J JONES FOUNDATION is 38-3427946.
- Is ROBERT A & SHIRLEY J JONES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROBERT A & SHIRLEY J JONES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT A & SHIRLEY J JONES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT A & SHIRLEY J JONES FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT A & SHIRLEY J JONES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of ROBERT A & SHIRLEY J JONES FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT A & SHIRLEY J JONES FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $225,853, expenses of $171,257 and total assets of $1,781,545 at year end.
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