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Nonprofit · EIN 77-0390011

JAMES AND JOAN LINDSEY FAMILY FOUNDATION

Tax-exempt · DALLAS, TX 75360

Financials

$415K$2.4M2023$462K$2.2M2024$867K$2M2025
Revenue Expenses · by fiscal year end
Financials of JAMES AND JOAN LINDSEY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$867,278$2,036,912-$1,169,634$1,666,982$4,418$1,662,564
December 31, 2024990-PF$462,370$2,245,814-$1,783,444$2,836,000$3,802$2,832,198
December 31, 2023990-PF$414,583$2,388,963-$1,974,380$4,621,780$6,138$4,615,642
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$180,454
Dividends
$121,013
Interest
$1,813
Net gain from sales of assets
$474,460
Other income
$89,538

Expenses

Grants and similar amounts paid
$1,483,545
Compensation of officers, directors and key employees
$116,687
Salaries, compensation and benefits (total)
$96,271
Disbursements for charitable purposes
$1,857,270
Excise tax on investment income
$8,608

Balance sheet and other

Total assets, start of year
$2,836,000
Total assets, end of year
$1,666,982
Total liabilities, end of year
$4,418
Net assets, end of year
$1,662,564
Fair market value of assets
$5,876,522
Qualifying distributions
$1,857,270
Net investment income
$686,824

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 / weekCompensationOther / benefits
KIELLE LINDSEY
2535 SYCAMORE CANYON ROAD, MONTECITO, CA 93108
PRESIDENT35$116,687$18,834
JILLIAN LIPINSKI
PO BOX 20127, SANTA BARBARA, CA 93120
EMPLOYEE
Highest-paid employee
20$96,271$0
JOAN ANNE LINDSEY
P O BOX 600579, DALLAS, TX 753600579
FOUNDER DIRECTOR8$0$0
JAMES B LINDSEY JR
P O BOX 600579, DALLAS, TX 753600579
SECRETARY4$0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensationOther / benefits
KIELLE LINDSEY
2535 SYCAMORE CANYON ROAD, MONTECITO, CA 93108
PRESIDENT35$116,687$18,736
JILLIAN LIPINSKI
PO BOX 20127, SANTA BARBARA, CA 93120
EMPLOYEE
Highest-paid employee
40$87,500$0
JOAN ANNE LINDSEY
P O BOX 600579, DALLAS, TX 753600579
FOUNDER DIRECTOR8$0$0
JAMES B LINDSEY JR
P O BOX 600579, DALLAS, TX 753600579
SECRETARY4$0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
KIELLE LINDSEY
2535 SYCAMORE CANYON ROAD, MONTECITO, CA 93108
PRESIDENT35$116,687$17,138
JILLIAN LIPINSKI
PO BOX 20127, SANTA BARBARA, CA 93120
EMPLOYEE
Highest-paid employee
40$79,961$0
JOAN ANNE LINDSEY
P O BOX 600579, DALLAS, TX 753600579
FOUNDER DIRECTOR8$0$0
JAMES B LINDSEY JR
P O BOX 600579, DALLAS, TX 753600579
SECRETARY4$0$0

Address and contacts

Address (IRS master file)
PO BOX 600579, DALLAS, TX 75360-0579
Signed the 990-PF
KIELLE LINDSEY, PRESIDENT
Phone
(469) 759-6073
Return prepared by
DELOITTE TAX LLP

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
77-0390011
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,666,982
Income (IRS master file)
$1,969,891

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$867,278$2,036,912$1,666,982IRS
990-PFDecember 2024$462,370$2,245,814$2,836,000IRS
990-PFDecember 2023$414,583$2,388,963$4,621,780XML
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 77-0390011).

Questions about JAMES AND JOAN LINDSEY FAMILY FOUNDATION

What is the EIN of JAMES AND JOAN LINDSEY FAMILY FOUNDATION?
The employer identification number (EIN) of JAMES AND JOAN LINDSEY FAMILY FOUNDATION is 77-0390011.
Is JAMES AND JOAN LINDSEY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to JAMES AND JOAN LINDSEY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES AND JOAN LINDSEY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES AND JOAN LINDSEY 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 JAMES AND JOAN LINDSEY 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 JAMES AND JOAN LINDSEY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $116,687 (KIELLE LINDSEY, PRESIDENT).
How much revenue does JAMES AND JOAN LINDSEY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $867,278, expenses of $2,036,912 and total assets of $1,666,982 at year end.

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