Nonprofit · EIN 61-1335008
MAY WETHERBY JONES CHARITABLE FOUNDATION
Also known as DAVIS H SCOTT JR CO-TTEES
Tax-exempt · LOUISVILLE, KY 40207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $326,416 | $220,399 | $106,017 | $2,057,638 | $0 | $2,057,638 |
| December 31, 2023 | 990-PF | $117,099 | $196,449 | -$79,350 | $1,951,621 | $0 | $1,951,621 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $19,288
- Interest
- $840
- Net gain from sales of assets
- $245,898
- Other income
- $60,390
Expenses
- Grants and similar amounts paid
- $171,000
- Compensation of officers, directors and key employees
- $47,269
- Disbursements for charitable purposes
- $217,423
- Excise tax on investment income
- $1,086
Balance sheet and other
- Total assets, start of year
- $1,951,621
- Total assets, end of year
- $2,057,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,057,638
- Fair market value of assets
- $4,801,106
- Qualifying distributions
- $217,423
- Net investment income
- $80,518
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM D DAVIS 2100 HIGH RIDGE ROAD, LOUISVILLE, KY 40207 | TRUSTEE | 8.5 | $40,179 |
| J WALKER STITES III 2100 HIGH RIDGE ROAD, LOUISVILLE, KY 40207 | TRUSTEE | 1.5 | $7,090 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM D DAVIS 2100 HIGH RIDGE ROAD, LOUISVILLE, KY 40207 | TRUSTEE | 8.5 | $34,216 |
| J WALKER STITES III 2100 HIGH RIDGE ROAD, LOUISVILLE, KY 40207 | TRUSTEE | 1.5 | $6,038 |
Address and contacts
- Address (IRS master file)
- 2100 HIGH RIDGE RD, LOUISVILLE, KY 40207-1128
- Signed the 990-PF
- WILLIAM D DAVIS, TRUSTEE
- Phone
- (502) 495-3463
- Return prepared by
- PENNY L STEWART
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 | Not 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
- 61-1335008
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,057,638
- Income (IRS master file)
- $520,518
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $326,416 | $220,399 | $2,057,638 | IRS |
| 990-PF | December 2023 | $117,099 | $196,449 | $1,951,621 | 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 61-1335008).
Questions about MAY WETHERBY JONES CHARITABLE FOUNDATION
- What is the EIN of MAY WETHERBY JONES CHARITABLE FOUNDATION?
- The employer identification number (EIN) of MAY WETHERBY JONES CHARITABLE FOUNDATION is 61-1335008.
- Is MAY WETHERBY JONES CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to MAY WETHERBY JONES CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAY WETHERBY JONES CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAY WETHERBY JONES CHARITABLE FOUNDATION 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 MAY WETHERBY JONES CHARITABLE FOUNDATION 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 MAY WETHERBY JONES CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $40,179 (WILLIAM D DAVIS, TRUSTEE).
- How much revenue does MAY WETHERBY JONES CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $326,416, expenses of $220,399 and total assets of $2,057,638 at year end.
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