Nonprofit · EIN 43-6765443
EMMETT & BEULAH JONES EDUCATIONAL FUND
Tax-exempt · MILWAUKEE, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $68,502 | $35,838 | $32,664 | $542,663 | $0 | $542,663 |
| February 28, 2025 | 990-PF | $49,694 | $31,084 | $18,610 | $509,996 | $0 | $509,996 |
| February 29, 2024 | 990-PF | $30,026 | $30,062 | -$36 | $490,968 | $0 | $490,968 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $16,656
- Interest
- $120
- Net gain from sales of assets
- $51,726
Expenses
- Grants and similar amounts paid
- $26,783
- Compensation of officers, directors and key employees
- $6,829
- Disbursements for charitable purposes
- $28,007
- Excise tax on investment income
- $855
Balance sheet and other
- Total assets, start of year
- $509,996
- Total assets, end of year
- $542,663
- Total liabilities, end of year
- $0
- Net assets, end of year
- $542,663
- Fair market value of assets
- $613,424
- Qualifying distributions
- $28,007
- Net investment income
- $68,502
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Argent Institutional Trust Company 115 S 84TH ST STE 325, MILWAUKEE, WI 53214 | TRUSTEE | 1 | $6,829 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Argent Institutional Trust Company 115 S 84TH ST STE 325, MILWAUKEE, WI 53214 | TRUSTEE | 1 | $6,385 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TMI TRUST COMPANY 115 S 84TH STREET STE 325, MILWAUKEE, WI 53214 | TRUSTEE | 1 | $5,806 |
Address and contacts
- Address (IRS master file)
- ARGENT INST TRUST CO 115 S 84 ST ST, MILWAUKEE, WI 53214-0000
- In care of
- % BMO HARRIS BANK
- Signed the 990-PF
- GORDON JAKUS, Director
- Phone
- (414) 875-3240
- Return prepared by
- ERNST & YOUNG 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6765443
- 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
- February
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $542,663
- Income (IRS master file)
- $90,017
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $68,502 | $35,838 | $542,663 | IRS |
| 990-PF | February 2025 | $49,694 | $31,084 | $509,996 | XML |
| 990-PF | February 2024 | $30,026 | $30,062 | $490,968 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 43-6765443).
Questions about EMMETT & BEULAH JONES EDUCATIONAL FUND
- What is the EIN of EMMETT & BEULAH JONES EDUCATIONAL FUND?
- The employer identification number (EIN) of EMMETT & BEULAH JONES EDUCATIONAL FUND is 43-6765443.
- Is EMMETT & BEULAH JONES EDUCATIONAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to EMMETT & BEULAH JONES EDUCATIONAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EMMETT & BEULAH JONES EDUCATIONAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EMMETT & BEULAH JONES EDUCATIONAL FUND due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EMMETT & BEULAH JONES EDUCATIONAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of EMMETT & BEULAH JONES EDUCATIONAL FUND?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $6,829 (Argent Institutional Trust Company, TRUSTEE).
- How much revenue does EMMETT & BEULAH JONES EDUCATIONAL FUND have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $68,502, expenses of $35,838 and total assets of $542,663 at year end.
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