Nonprofit · EIN 52-1628951
THE JOSEPH E & MARJORIE B JONES FOUNDATION
Tax-exempt · ANNAPOLIS, MD 21401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,135,243 | $2,312,421 | -$1,177,178 | $23,151,760 | $365,000 | $22,786,760 |
| December 31, 2024 | 990-PF | $435,981 | $1,788,817 | -$1,352,836 | $23,965,651 | $1,713 | $23,963,938 |
| December 31, 2023 | 990-PF | $1,032,307 | $1,766,139 | -$733,832 | $25,316,774 | $0 | $25,316,774 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $985,153
- Interest
- $6,315
- Net gain from sales of assets
- $143,718
- Other income
- $57
Expenses
- Grants and similar amounts paid
- $1,200,300
- Compensation of officers, directors and key employees
- $670,176
- Salaries, compensation and benefits (total)
- $58,846
- Disbursements for charitable purposes
- $1,564,889
- Excise tax on investment income
- $7,166
Balance sheet and other
- Total assets, start of year
- $23,965,651
- Total assets, end of year
- $23,151,760
- Total liabilities, end of year
- $365,000
- Net assets, end of year
- $22,786,760
- Fair market value of assets
- $37,463,255
- Qualifying distributions
- $1,564,889
- Net investment income
- $1,186,895
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOYCE HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | PAST PRESIDE | 32 | $184,907 | $402,208 |
| STEPHANIE HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | PRESIDENT | 40 | $138,269 | $11,750 |
| DARIA HIRST PO BOX 6677, ANNAPOLIS, MD 21401 | BUSINESS/GRA Highest-paid employee | 32 | $58,846 | $6,254 |
| DONALD HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | TREASURER | 0 | $1,000 | $0 |
| JOHN MARVIN JONES PO BOX 6677, ANNAPOLIS, MD 21401 | PAST TREASUR | 0 | $1,000 | $0 |
| SUSAN E H KOEPP PO BOX 6677, ANNAPOLIS, MD 21401 | SECRETARY | 0 | $0 | $0 |
| JUSTIN HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | DIRECTOR | 0 | $0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOYCE HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | PRESIDENT | 0 | $176,744 | $66,325 |
| STEPHANIE HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | SECRETARY | 0 | $73,115 | $10,233 |
| JOHN MARVIN JONES PO BOX 6677, ANNAPOLIS, MD 21401 | TREASURER | 0 | $1,000 | $0 |
| DONALD HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | DIRECTOR | 0 | $1,000 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | PRESIDENT | 0 | $164,200 |
| JOHN MARVIN JONES PO BOX 6677, ANNAPOLIS, MD 21401 | TREASURER | 0 | $1,000 |
| STEPHANIE HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | SECRETARY | 0 | $1,000 |
| DONALD HAVARD PO BOX 6677, ANNAPOLIS, MD 21401 | DIRECTOR | 0 | $1,000 |
Address and contacts
- Address (IRS master file)
- 706 GIDDINGS AVENUE, ANNAPOLIS, MD 21401-1413
- Signed the 990-PF
- STEPHANIE HAVARD, PRESIDENT
- Phone
- (410) 989-7798
- Website
- WWW.THEJONESFOUNDATION.COM
- Return prepared by
- FRANK J DELLA NOCE CPA 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-1628951
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $23,151,760
- Income (IRS master file)
- $3,773,193
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,135,243 | $2,312,421 | $23,151,760 | IRS |
| 990-PF | December 2024 | $435,981 | $1,788,817 | $23,965,651 | IRS |
| 990-PF | December 2023 | $1,032,307 | $1,766,139 | $25,316,774 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 52-1628951).
Questions about THE JOSEPH E & MARJORIE B JONES FOUNDATION
- What is the EIN of THE JOSEPH E & MARJORIE B JONES FOUNDATION?
- The employer identification number (EIN) of THE JOSEPH E & MARJORIE B JONES FOUNDATION is 52-1628951.
- Is THE JOSEPH E & MARJORIE B JONES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to THE JOSEPH E & MARJORIE B JONES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JOSEPH E & MARJORIE B JONES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JOSEPH E & MARJORIE B JONES FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JOSEPH E & MARJORIE B JONES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE JOSEPH E & MARJORIE B JONES FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 5 received compensation from the organization, the highest $184,907 (JOYCE HAVARD, PAST PRESIDE).
- How much revenue does THE JOSEPH E & MARJORIE B JONES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,135,243, expenses of $2,312,421 and total assets of $23,151,760 at year end.
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