Nonprofit · EIN 42-6061515
GEORGE S & GRACE A JAY MEMORIAL TRUST
Tax-exempt · SHENANDOAH, IA 51601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $229,771 | $120,909 | $108,862 | $2,680,215 | $0 | $2,680,215 |
| March 31, 2025 | 990-PF | $134,851 | $113,961 | $20,890 | $2,571,353 | $0 | $2,571,353 |
| March 31, 2024 | 990-PF (amended) | $98,920 | $136,495 | -$37,575 | $2,550,463 | $0 | $2,550,463 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $99,898
- Interest
- $6,641
- Net gain from sales of assets
- $97,566
- Other income
- $25,666
Expenses
- Grants and similar amounts paid
- $52,500
- Compensation of officers, directors and key employees
- $30,000
- Salaries, compensation and benefits (total)
- $13,579
- Disbursements for charitable purposes
- $95,173
- Excise tax on investment income
- $2,479
Balance sheet and other
- Total assets, start of year
- $2,571,353
- Total assets, end of year
- $2,680,215
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,680,215
- Fair market value of assets
- $3,377,306
- Qualifying distributions
- $341,173
- Net investment income
- $204,105
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| L CRAIG HARRIS RR2 BOX 156, SHENANDOAH, IA 51601 | TRUSTEE | 2 | $10,000 |
| ROBERT LONGMAN 504 MAPLE ST, SIDNEY, IA 51652 | TRUSTEE | 2 | $10,000 |
| NANCY MAHER 17 APPLEWOOD DRIVE, SHENANDOAH, IA 51601 | TRUSTEE | 2 | $10,000 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| L CRAIG HARRIS RR2 BOX 156, SHENANDOAH, IA 51601 | TRUSTEE | 0 | $9,500 |
| ROBERT LONGMAN 504 MAPLE ST, SIDNEY, IA 51652 | TRUSTEE | 0 | $9,500 |
| NANCY MAHER 17 APPLEWOOD DRIVE, SHENANDOAH, IA 51601 | TRUSTEE | 0 | $9,500 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| L CRAIG HARRIS RR2 BOX 156, SHENANDOAH, IA 51601 | TRUSTEE | 2 | $8,000 |
| ROBERT LONGMAN 504 MAPLE ST, SIDNEY, IA 51652 | TRUSTEE | 2 | $8,000 |
| NANCY MAHER 17 APPLEWOOD DRIVE, SHENANDOAH, IA 51601 | TRUSTEE | 2 | $8,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 57, SHENANDOAH, IA 51601-0057
- In care of
- % R W LONGMAN TTEE
- Signed the 990-PF
- L CRAIG HARRIS, TRUSTEE
- Phone
- (712) 246-3399
- Return prepared by
- LASHIER BONEFAS BALDWIN & CO 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6061515
- 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
- 1963
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,680,215
- Income (IRS master file)
- $333,785
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $229,771 | $120,909 | $2,680,215 | XML |
| 990-PF | March 2025 | $134,851 | $113,961 | $2,571,353 | XML |
| 990-PF | March 2024 | $98,920 | $136,495 | $2,550,463 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 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 42-6061515).
Questions about GEORGE S & GRACE A JAY MEMORIAL TRUST
- What is the EIN of GEORGE S & GRACE A JAY MEMORIAL TRUST?
- The employer identification number (EIN) of GEORGE S & GRACE A JAY MEMORIAL TRUST is 42-6061515.
- Is GEORGE S & GRACE A JAY MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to GEORGE S & GRACE A JAY MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE S & GRACE A JAY MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE S & GRACE A JAY MEMORIAL TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE S & GRACE A JAY MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of GEORGE S & GRACE A JAY MEMORIAL TRUST?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $10,000 (L CRAIG HARRIS, TRUSTEE).
- How much revenue does GEORGE S & GRACE A JAY MEMORIAL TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $229,771, expenses of $120,909 and total assets of $2,680,215 at year end.
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