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Nonprofit · EIN 73-1314764

W J JONES FAMILY FOUNDATION

Tax-exempt · OKLAHOMA CITY, OK 73116

Financials

$137K$350K2023$401K$382K2024$202K$442K2025
Revenue Expenses · by fiscal year end
Financials of W J JONES FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$201,748$442,052-$240,304$6,242,077$0$6,242,077
December 31, 2024990-PF$400,894$382,436$18,458$6,129,272$0$6,129,272
December 31, 2023990-PF$136,732$349,921-$213,189$5,785,278$0$5,785,278
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$150,556
Interest
$57
Net gain from sales of assets
$51,135

Expenses

Grants and similar amounts paid
$315,000
Disbursements for charitable purposes
$359,133
Excise tax on investment income
$1,652

Balance sheet and other

Total assets, start of year
$6,129,272
Total assets, end of year
$6,242,077
Total liabilities, end of year
$0
Net assets, end of year
$6,242,077
Fair market value of assets
$6,242,077
Qualifying distributions
$359,133
Net investment income
$201,748

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
NIKKI KUHN
1001 NW 71ST STREET STE 1, OKLAHOMA CITY, OK 73116
TRUSTEE0$0
TAMI SPAULDING
6411 N GRANDMARK DR, NICHOLS HILLS, OK 73154
TRUSTEE0$0
PATRICIA CAREY
1937 NW 56TH TERRACE, OKLAHOMA CITY, OK 73118
TRUSTEE0$0
BRIAN MITCHELL
1001 NW 71ST STREET, SUITE 4, OKLAHOMA CITY, OK 73116
TRUSTEE0$0
AMANDA SWAIN
1001 NW 71ST STREET, SUITE 1, OKLAHOMA CITY, OK 73116
TRUSTEE0$0
JASON SAWVELL
2103 WHITE DOVE PASS, AUSTIN, TX 78734
TRUSTEE0$0
CANDACE PAHL
1001 NW 71ST STREET STE 4, OKLAHOMA CITY, OK 73116
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
JON SAWVELL
510 W BOOT RANCH RIDGE, FREDERICKSBURG, TX 78624
TRUSTEE0$0
TAMI SPAULDING
2316 SHANNON STREET, HOUSTON, TX 77027
TRUSTEE0$0
PATRICIA CAREY
1937 NW 56TH TERRACE, OKLAHOMA CITY, OK 73118
TRUSTEE0$0
BRIAN MITCHELL
1001 NW 71ST STREET, SUITE 4, OKLAHOMA CITY, OK 73116
TRUSTEE0$0
AMANDA SWAIN
1001 NW 71ST STREET, SUITE 1, OKLAHOMA CITY, OK 73116
TRUSTEE0$0
JASON SAWVELL
1900 MORNING STAR DRIVE, EDMOND, OK 73034
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JON SAWVELL
510 W BOOT RANCH RIDGE, FREDERICKSBURG, TX 78624
TRUSTEE0$0
TAMI SPAULDING
2316 SHANNON STREET, HOUSTON, TX 77027
TRUSTEE0$0
PATRICIA CAREY
6303 WATERFORD BLVD, SUITE 100, OKLAHOMA CITY, OK 73118
TRUSTEE0$0
BRIAN MITCHELL
1001 NW 71ST STREET, SUITE 4, OKLAHOMA CITY, OK 73116
TRUSTEE0$0
AMANDA SWAIN
1001 NW 71ST STREET, SUITE 1, OKLAHOMA CITY, OK 73116
TRUSTEE0$0
JASON SAWVELL
1900 MORNING STAR DRIVE, EDMOND, OK 73034
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1001 NW 71ST ST STE 1, OKLAHOMA CITY, OK 73116-7501
Signed the 990-PF
AMANDA SWAIN, TRUSTEE
Phone
(405) 272-5711
Return prepared by
LUTON & CO 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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
73-1314764
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,242,077
Income (IRS master file)
$693,708

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$201,748$442,052$6,242,077XML
990-PFDecember 2024$400,894$382,436$6,129,272IRS
990-PFDecember 2023$136,732$349,921$5,785,278XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 73-1314764).

Questions about W J JONES FAMILY FOUNDATION

What is the EIN of W J JONES FAMILY FOUNDATION?
The employer identification number (EIN) of W J JONES FAMILY FOUNDATION is 73-1314764.
Is W J JONES FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to W J JONES FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does W J JONES FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of W J JONES FAMILY FOUNDATION 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 W J JONES FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of W J JONES FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does W J JONES FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $201,748, expenses of $442,052 and total assets of $6,242,077 at year end.

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