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Nonprofit · EIN 54-6094925

THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$997K$2.1M2023$3.5M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$3,500,520$2,375,117$1,125,403$32,840,179$0$32,840,179
June 30, 2024990-PF$996,566$2,148,852-$1,152,286$31,685,251$0$31,685,251
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$843,695
Net gain from sales of assets
$2,656,825

Expenses

Grants and similar amounts paid
$1,842,506
Compensation of officers, directors and key employees
$276,852
Disbursements for charitable purposes
$2,108,648
Excise tax on investment income
$45,724

Balance sheet and other

Total assets, start of year
$31,685,251
Total assets, end of year
$32,840,179
Total liabilities, end of year
$0
Net assets, end of year
$32,840,179
Fair market value of assets
$43,311,296
Qualifying distributions
$2,108,648
Net investment income
$3,521,466

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$276,852
Sterling Ransone M D
PO BOX 916, DELTAVILLE, VA 23043
ALLOCATION COMMITTEE0$0
Rosemary Barra Ph D
UNIVERSITY OF MARY WASHINGTON, FREDERICKS, VA 22401
ALLOCATION COMMITTEE0$0
Vernon E Inge Jr Esq
919 EAST MAIN ST, RICHMOND, VA 23219
ALLOCATION COMMITTEE0$0
Keith Martin VA Chamber of Commerc
1111 E MAIN ST VA2-300-12-92, RICHMOND, VA 23219
ALLOCATION COMMITTEE0$0
Lee Parker
1800 K STREET NW, WASHINGTON, DC 20006
ALLOCATION COMMITTEE0$0
Eric Kauders Jr
111 E MAIN ST, RICHMOND, VA 23219
ALLOCATION COMMITTEE0$0
990-PF for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$255,222
Sterling Ransone M D
PO BOX 916, DELTAVILLE, VA 23043
ALLOCATION COMMITTEE0$0
Rosemary Barra Ph D
UNIVERSITY OF MARY WASHINGTON, FREDERICKS, VA 22401
ALLOCATION COMMITTEE0$0
Vernon E Inge Jr Esq
919 EAST MAIN ST, RICHMOND, VA 23219
ALLOCATION COMMITTEE0$0
Keith Martin VA Chamber of Commerc
1111 E MAIN ST VA2-300-12-92, RICHMOND, VA 23219
ALLOCATION COMMITTEE0$0
Lee Parker
1800 K STREET NW, WASHINGTON, DC 20006
ALLOCATION COMMITTEE0$0
Eric Kauders Jr
111 E MAIN ST, RICHMOND, VA 23219
ALLOCATION COMMITTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% NATIONSBANK NA
Signed the 990-PF
BANK OF AMERICA NA, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
54-6094925
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
1982
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$32,840,179
Income (IRS master file)
$10,575,913

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$3,500,520$2,375,117$32,840,179XML
990-PFJune 2024$996,566$2,148,852$31,685,251XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––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 54-6094925).

Questions about THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST

What is the EIN of THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST?
The employer identification number (EIN) of THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST is 54-6094925.
Is THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST?
The 990-PF for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $276,852 (BANK OF AMERICA, TRUSTEE).
How much revenue does THOMAS F JEFFRESS & KATE JEFFRESS MEMORIAL TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,500,520, expenses of $2,375,117 and total assets of $32,840,179 at year end.

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