Nonprofit · EIN 62-6034222
L E JONES TUW FOR VARIOUS 3010004
Also known as VALLEY FIDELITY BANK & TR CO TR
Tax-exempt · KNOXVILLE, TN 37929
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $56,619 | $34,231 | $22,388 | $486,542 | $0 | $486,542 |
| December 31, 2024 | 990 | $28,478 | $23,209 | $5,269 | $464,589 | $0 | $464,589 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $56,619
- Net gain from sales of assets
- $36,523
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $23,168
- Compensation of officers, directors and key employees
- $10,876
- Salaries, compensation and benefits (total)
- $10,876
- Professional fundraising fees
- $0
- Program services (functional)
- $23,168
- Management and general (functional)
- $11,063
Balance sheet and other
- Total assets, start of year
- $464,589
- Total assets, end of year
- $486,542
- Total liabilities, end of year
- $0
- Net assets, end of year
- $486,542
- Publicly traded securities
- $470,211
- Gross receipts
- $69,609
- Employees
- 0
- Year formed
- 1958
- State of legal domicile
- TN
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FIRST HORIZON BANK | TRUSTEE Institutional trustee | – | $0 | $10,876 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FIRST HORIZON BANK | TRUSTEE Institutional trustee | – | $0 | $10,226 |
Address and contacts
- Address (IRS master file)
- 800 S GAY STREET, KNOXVILLE, TN 37929-9729
- In care of
- % FIRST TN BANK NATL ASSOCIATION
- Mailing address (990-N for 2023)
- 800 S GAY STREET, KNOXVILLE TN 379951230
- Principal officer (990 for 2025)
- ALAN M MOORE, TRUST DIVISION, KNOXVILLE, TN 379951230
- Principal officer (990-N for 2023)
- FIRST HORIZON BANK, TRUST DIVISION, KNOXVILLE TN 379951230
- Signed the 990
- FIRST HORIZON BANK, VICE PRESIDENT
- Phone
- (865) 582-3865
Mission
THE DOCUMENT ESTABLISHING THIS TRUST RESTRICTS THE USE OF TRUST ASSETS TO CERTAIN NAMED TAX-EXEMPT ORGANIZATIONS.
Program accomplishments
- CASH PAID TO THE UNIVERSITY OF TENNESSEEgrants $22,568
- CASH PAID TO FIRST METHODIST CHURCH OF GATLINHOLSTON METHODIST CHILDREN'S HOME, GATLINBURG PITTMAN HIGH SCHOOL, AND ANNA PORTER PUBLIC LIBRARY.grants $200
- OTHERSgrants $400
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 62-6034222
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $486,542
- Income (IRS master file)
- $69,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $56,619 | $34,231 | $486,542 | IRS |
| 990 | December 2024 | $28,478 | $23,209 | $464,589 | IRS |
| 990-N for 2023 Officer: FIRST HORIZON BANK | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 62-6034222).
Questions about L E JONES TUW FOR VARIOUS 3010004
- What is the EIN of L E JONES TUW FOR VARIOUS 3010004?
- The employer identification number (EIN) of L E JONES TUW FOR VARIOUS 3010004 is 62-6034222.
- Is L E JONES TUW FOR VARIOUS 3010004 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does L E JONES TUW FOR VARIOUS 3010004 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of L E JONES TUW FOR VARIOUS 3010004 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 L E JONES TUW FOR VARIOUS 3010004 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of L E JONES TUW FOR VARIOUS 3010004?
- The 990 for the year ended December 31, 2025 names ALAN M MOORE.
- Who are the officers and directors of L E JONES TUW FOR VARIOUS 3010004?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does L E JONES TUW FOR VARIOUS 3010004 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $56,619, expenses of $34,231 and total assets of $486,542 at year end.
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