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Nonprofit · EIN 38-4205301

JERRY G JACKSON FOUNDATION INC

Tax-exempt · TULSA, OK 74101

Financials

$85K$133K2024
Revenue Expenses · by fiscal year end
Financials of JERRY G JACKSON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$85,259$132,865-$47,606$2,040,753$0$2,040,753
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$47,631
Interest
$18,545
Net gain from sales of assets
$17,842
Other income
$1,241

Expenses

Grants and similar amounts paid
$109,825
Compensation of officers, directors and key employees
$16,216
Disbursements for charitable purposes
$112,575
Excise tax on investment income
$1,046

Balance sheet and other

Total assets, start of year
$2,085,030
Total assets, end of year
$2,040,753
Total liabilities, end of year
$0
Net assets, end of year
$2,040,753
Fair market value of assets
$2,776,714
Qualifying distributions
$112,575
Net investment income
$84,018

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
TRUST COMPANY OF OK
PO BOX 3627, TULSA, OK 741013627
Trustee1$10,716
ROY C FERGUSON III
4317 S RETANA AVENUE, BROKEN ARROW, OK 74011
Director1$1,000
GARY W DUNN
BOX 489, STIGLER, OK 74462
Director1$1,000
MICHAEL S LEONARD
3916 PUTTER PLACE, MUSKOGEE, OK 74403
Director1$1,000
MICHAEL C ROSE
PO BOX 429, STIGLER, OK 74462
Director1$1,000
FEDRICK MICHAEL BUTLER
PO BOX 245, STIGLER, OK 74462
Director1$750
WESLEY SHELTON
PO BOX 667, STIGLER, OK 74462
Director1$750

Address and contacts

Address (IRS master file)
PO BOX 3627, TULSA, OK 74101-3627
In care of
% TRUST COMPANY OF OKLAHOMA
Signed the 990-PF
MICHAEL HAIRSTON TRUST CO OF OK, Trustee
Phone
(918) 744-0553
Return prepared by
Halley McDaniel & Cuite 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025Check at the IRS

IRS record

EIN
38-4205301
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
2024
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$2,040,753
Income (IRS master file)
$222,204

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$85,259$132,865$2,040,753XML
990-PFSeptember 2022–––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 38-4205301).

Questions about JERRY G JACKSON FOUNDATION INC

What is the EIN of JERRY G JACKSON FOUNDATION INC?
The employer identification number (EIN) of JERRY G JACKSON FOUNDATION INC is 38-4205301.
Is JERRY G JACKSON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to JERRY G JACKSON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JERRY G JACKSON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JERRY G JACKSON FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JERRY G JACKSON FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of JERRY G JACKSON FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 7 people; 7 received compensation from the organization, the highest $10,716 (TRUST COMPANY OF OK, Trustee).
How much revenue does JERRY G JACKSON FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $85,259, expenses of $132,865 and total assets of $2,040,753 at year end.

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