Nonprofit · EIN 82-3893706
GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN
Tax-exempt · MT JULIET, TN 37121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $449,029 | $207,101 | $241,928 | $8,721,473 | $0 | $8,721,473 |
| November 30, 2024 | 990-PF | $1,850,555 | $122,027 | $1,728,528 | $8,477,691 | $0 | $8,477,691 |
| November 30, 2023 | 990-PF | $334,573 | $988,617 | -$654,044 | $6,762,003 | $0 | $6,762,003 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $388,804
- Interest
- $10,312
- Net gain from sales of assets
- $49,887
- Other income
- $26
Expenses
- Grants and similar amounts paid
- $69,400
- Disbursements for charitable purposes
- $88,230
- Excise tax on investment income
- $34,233
Balance sheet and other
- Total assets, start of year
- $8,477,691
- Total assets, end of year
- $8,721,473
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,721,473
- Fair market value of assets
- $9,571,511
- Qualifying distributions
- $88,230
- Net investment income
- $2,737,825
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sonya Hampton 5784 Old Lebanon Dirt Road, Mt Juliet, TN 37122 | Co-Trustee | 1 | $0 |
| Dale McCulloch 5784 Old Lebanon Dirt Road, Mt Juliet, TN 37122 | Co-Trustee | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sonya Hampton 5784 Old Lebanon Dirt Road, Mt Juliet, TN 37122 | Co-Trustee | 1 | $0 |
| Dale McCulloch 5784 Old Lebanon Dirt Road, Mt Juliet, TN 37122 | Co-Trustee | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sonya Hampton 5784 Old Lebanon Dirt Road, Mt Juliet, TN 37122 | Co-Trustee | 1 | $0 |
| Dale McCulloch 5784 Old Lebanon Dirt Road, Mt Juliet, TN 37122 | Co-Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 727, MT JULIET, TN 37121-0727
- In care of
- % ROBERT A JONES TRUSTEE
- Signed the 990-PF
- Sonya Hampton, Co-Trustee
- Phone
- (615) 773-3140
- Return prepared by
- CROWE 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-3893706
- 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
- 2020
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,721,473
- Income (IRS master file)
- $1,415,657
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $449,029 | $207,101 | $8,721,473 | IRS |
| 990-PF | November 2024 | $1,850,555 | $122,027 | $8,477,691 | XML |
| 990-PF | November 2023 | $334,573 | $988,617 | $6,762,003 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 82-3893706).
Questions about GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN
- What is the EIN of GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN?
- The employer identification number (EIN) of GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN is 82-3893706.
- Is GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does GUY AND LUCILE JONES AND THEIR DESCENDANTS FAMILY CHARITABLE FOUN have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $449,029, expenses of $207,101 and total assets of $8,721,473 at year end.
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All nonprofits in MT JULIET · Tennessee · Philanthropy, voluntarism and grantmaking foundations