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Nonprofit · EIN 52-1960863

JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC

Tax-exempt · CHEVY CHASE, MD 20815

Financials

$155K$169K2023$144K$206K2024
Revenue Expenses · by fiscal year end
Financials of JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$143,792$206,286-$62,494$2,975,244$0$2,975,244
December 31, 2023990-PF$154,581$169,469-$14,888$3,040,238$0$3,040,238
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$94,166
Net gain from sales of assets
$49,626

Expenses

Grants and similar amounts paid
$135,300
Compensation of officers, directors and key employees
$40,000
Disbursements for charitable purposes
$183,174
Excise tax on investment income
$1,677

Balance sheet and other

Total assets, start of year
$3,040,238
Total assets, end of year
$2,975,244
Total liabilities, end of year
$0
Net assets, end of year
$2,975,244
Fair market value of assets
$3,463,280
Qualifying distributions
$183,174
Net investment income
$143,792

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
DEBORAH JESSIMAN
5214 PARKWAY DR, CHEVY CHASE, MD 20815
DIRECTOR15$40,000
MATTHEW LINDSEY
4890 LEE CIRCLE, BOULDER, CO 80303
DIRECTOR0$0
MICHAEL LINDSEY
1649 MCGEE AVE, BERKELEY, CA 94703
DIRECTOR0$0
JOHN LINDSEY
22 CUMBERLAND ST A, SAN FRANCISCO, CA 94110
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DEBORAH JESSIMAN
5214 PARKWAY DR, CHEVY CHASE, MD 20815
DIRECTOR15$40,000
JEROLD PRINCIPATO
5214 PARKWAY DR, CHEVY CHASE, MD 20815
DIRECTOR0$0
MATTHEW LINDSEY
3240 IRIS AVE 402, BOULDER, CO 80301
DIRECTOR0$0
MICHAEL LINDSEY
1649 MCGEE AVE, BERKELEY, CA 94703
DIRECTOR0$0
JOHN LINDSEY
22 CUMBERLAND ST A, SAN FRANCISCO, CA 94110
DIRECTOR0$0

Address and contacts

Address (IRS master file)
5214 PARKWAY DR, CHEVY CHASE, MD 20815-6620
In care of
% JEROLD J PRINCIPATO
Signed the 990-PF
DEBORAH JESSIMAN, PRESIDENT
Phone
(301) 651-2320
Return prepared by
BERKOWITZ & SHRAMKO CPAS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-1960863
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,975,244
Income (IRS master file)
$482,705

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$143,792$206,286$2,975,244IRS
990-PFDecember 2023$154,581$169,469$3,040,238XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 52-1960863).

Questions about JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC

What is the EIN of JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC?
The employer identification number (EIN) of JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC is 52-1960863.
Is JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $40,000 (DEBORAH JESSIMAN, DIRECTOR).
How much revenue does JEROLD J & MARJORIE N PRINCIPATO FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $143,792, expenses of $206,286 and total assets of $2,975,244 at year end.

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