Nonprofit · EIN 83-2820822
W DAVID AND MARY L JONES FOUNDATION INC
Tax-exempt · GREEN BAY, WI 54311
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $21,456 | $35,525 | -$14,069 | $677,077 | $0 | $677,077 |
| December 31, 2024 | 990-PF | $42,890 | $35,341 | $7,549 | $609,487 | $0 | $609,487 |
| December 31, 2023 | 990-PF | $176,277 | $44,647 | $131,630 | $516,927 | $0 | $516,927 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,575
- Dividends
- $8,048
- Net gain from sales of assets
- $10,833
Expenses
- Grants and similar amounts paid
- $30,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $31,250
- Excise tax on investment income
- $204
Balance sheet and other
- Total assets, start of year
- $609,487
- Total assets, end of year
- $677,077
- Total liabilities, end of year
- $0
- Net assets, end of year
- $677,077
- Fair market value of assets
- $677,077
- Qualifying distributions
- $31,250
- Net investment income
- $18,881
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM DAVID JONES 1554 RIVER PINES DR, GREEN BAY, WI 54311 | PRESIDENT/TREASURER | 0 | $0 |
| MARY L JONES 1554 RIVER PINES DR, GREEN BAY, WI 54311 | VICE PRESIDENT | 0 | $0 |
| DAVID C JONES 10100 HIGHLAND MEADOW CIRCLE 107, PARKER, CO 80134 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM DAVID JONES 1554 RIVER PINES DR, GREEN BAY, WI 54311 | PRESIDENT/TREASURER | 0 | $0 |
| MARY L JONES 1554 RIVER PINES DR, GREEN BAY, WI 54311 | VICE PRESIDENT | 0 | $0 |
| DAVID C JONES 10100 HIGHLAND MEADOW CIRCLE 107, PARKER, CO 80134 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM DAVID JONES 1554 RIVER PINES DR, GREEN BAY, WI 54311 | PRESIDENT/TREASURER | 0 | $0 |
| MARY L JONES 1554 RIVER PINES DR, GREEN BAY, WI 54311 | VICE PRESIDENT | 0 | $0 |
| DAVID C JONES 10100 HIGHLAND MEADOW CIRCLE 107, PARKER, CO 80134 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1554 RIVER PINES DR, GREEN BAY, WI 54311-5648
- In care of
- % W DAVID JONES
- Signed the 990-PF
- WILLIAM DAVID JONES, PRESIDENT
- Phone
- (920) 621-1333
- Return prepared by
- HAWKINS ASH CPAS 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-2820822
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $677,077
- Income (IRS master file)
- $21,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $21,456 | $35,525 | $677,077 | XML |
| 990-PF | December 2024 | $42,890 | $35,341 | $609,487 | XML |
| 990-PF | December 2023 | $176,277 | $44,647 | $516,927 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 83-2820822).
Questions about W DAVID AND MARY L JONES FOUNDATION INC
- What is the EIN of W DAVID AND MARY L JONES FOUNDATION INC?
- The employer identification number (EIN) of W DAVID AND MARY L JONES FOUNDATION INC is 83-2820822.
- Is W DAVID AND MARY L JONES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to W DAVID AND MARY L JONES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W DAVID AND MARY L JONES FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W DAVID AND MARY L JONES FOUNDATION INC 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 DAVID AND MARY L JONES FOUNDATION INC 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 DAVID AND MARY L JONES FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does W DAVID AND MARY L JONES FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,456, expenses of $35,525 and total assets of $677,077 at year end.
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