Nonprofit · EIN 61-6312867
THE JONES EDUCATIONAL FOUNDATION INC
Also known as JONES ELVA EX
Tax-exempt · SOMERSET, KY 42501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $20,684 | $68,627 | -$47,943 | $1,377,409 | $0 | $1,377,409 |
| July 31, 2024 | 990-PF | $24,021 | $67,598 | -$43,577 | $1,280,640 | $0 | $1,280,640 |
| July 31, 2023 | 990-PF | $6,282 | $57,981 | -$51,699 | $1,495,182 | $0 | $1,495,182 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $850
- Dividends
- $17,625
- Interest
- $2,009
- Other income
- $200
Expenses
- Grants and similar amounts paid
- $26,010
- Disbursements for charitable purposes
- $26,010
- Excise tax on investment income
- $273
Balance sheet and other
- Total assets, start of year
- $1,280,640
- Total assets, end of year
- $1,377,409
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,377,409
- Fair market value of assets
- $1,690,797
- Qualifying distributions
- $41,488
- Net investment income
- $19,634
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA SIMON 303 W COLUMBIA ST, SOMERSET, KY 42501 | PRESIDENT | 5 | $0 |
| JENNY WILLIAMS 303 W COLUMBIA ST, SOMERSET, KY 42501 | VICE PRESIDE | 5 | $0 |
| NOAH POLK 303 W COLUMBIA ST, SOMERSET, KY 42501 | SECRETARY | 5 | $0 |
| BRYAN DENNEY 303 W COLUMBIA ST, SOMERSET, KY 42501 | TREASURER | 5 | $0 |
990-PF for the year ended July 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA SIMON 303 W COLUMBIA ST, SOMERSET, KY 42501 | PRESIDENT | 5 | $0 |
| JENNY WILLIAMS 303 W COLUMBIA ST, SOMERSET, KY 42501 | VICE PRESIDE | 5 | $0 |
| NOAH POLK 303 W COLUMBIA ST, SOMERSET, KY 42501 | SECRETARY | 5 | $0 |
| BRYAN DENNEY 303 W COLUMBIA ST, SOMERSET, KY 42501 | TREASURER | 5 | $0 |
990-PF for the year ended July 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA SIMON 303 W COLUMBIA ST, SOMERSET, KY 42501 | PRESIDENT | 30 | $0 |
| JENNY WILLIAMS 303 W COLUMBIA ST, SOMERSET, KY 42501 | VICE PRESIDE | 5 | $0 |
| NOAH POLK 303 W COLUMBIA ST, SOMERSET, KY 42501 | SECRETARY | 5 | $0 |
| BRYAN DENNEY 303 W COLUMBIA ST, SOMERSET, KY 42501 | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 303 W COLUMBIA ST, SOMERSET, KY 42501-1677
- In care of
- % SONYA JONES
- Signed the 990-PF
- SANDRA SIMON, PRESIDENT
- Phone
- (606) 678-0880
- Return prepared by
- EVANS HARVILLE ATWELL & CO CPAS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 61-6312867
- 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
- 2008
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,377,409
- Income (IRS master file)
- $20,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $20,684 | $68,627 | $1,377,409 | XML |
| 990-PF | July 2024 | $24,021 | $67,598 | $1,280,640 | XML |
| 990-PF | July 2023 | $6,282 | $57,981 | $1,495,182 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 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 61-6312867).
Questions about THE JONES EDUCATIONAL FOUNDATION INC
- What is the EIN of THE JONES EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of THE JONES EDUCATIONAL FOUNDATION INC is 61-6312867.
- Is THE JONES EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to THE JONES EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JONES EDUCATIONAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JONES EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JONES EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of THE JONES EDUCATIONAL FOUNDATION INC?
- The 990-PF for the year ended July 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE JONES EDUCATIONAL FOUNDATION INC have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $20,684, expenses of $68,627 and total assets of $1,377,409 at year end.
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