Nonprofit · EIN 84-1690136
KATHY JERRY WOOD FOUNDATION INC
Tax-exempt · ANNAPOLIS, MD 21403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $876,120 | $1,037,575 | -$161,455 | $18,958,188 | $3,001 | $18,955,187 |
| December 31, 2023 | 990-PF | $480,918 | $995,747 | -$514,829 | $18,064,583 | $11,001 | $18,053,582 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $209,630
- Interest
- $120,446
- Net gain from sales of assets
- $546,044
Expenses
- Grants and similar amounts paid
- $720,400
- Compensation of officers, directors and key employees
- $120,022
- Disbursements for charitable purposes
- $878,987
- Excise tax on investment income
- $9,974
Balance sheet and other
- Total assets, start of year
- $18,064,583
- Total assets, end of year
- $18,958,188
- Total liabilities, end of year
- $3,001
- Net assets, end of year
- $18,955,187
- Qualifying distributions
- $878,987
- Net investment income
- $876,120
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SALLIE HAMRICK 1160 SPA ROAD, STE 900, ANNAPOLIS, MD 21403 | PRESIDENT & TREASURER | 0 | $110,022 | $3,001 |
| SUSAN OYLOE 1160 SPA ROAD, STE 900, ANNAPOLIS, MD 21403 | VICE-PRESIDENT | 0 | $10,000 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SALLIE HAMRICK 1160 SPA ROAD, STE 900, ANNAPOLIS, MD 21403 | PRESIDENT & TREASURER | 0 | $110,022 | $3,001 |
| SUSAN OYLOE 1160 SPA ROAD, STE 900, ANNAPOLIS, MD 21403 | VICE-PRESIDENT | 0 | $10,000 | $0 |
Address and contacts
- Address (IRS master file)
- 1160 SPA ROAD, ANNAPOLIS, MD 21403-1022
- In care of
- % SALLIE J HAMRICK
- Signed the 990-PF
- SALLIE HAMRICK, PRESIDENT
- Phone
- (410) 267-5980
- Website
- WWW.KJWFOUNDATION.ORG
- Return prepared by
- DAVIS JOSEY & KEATING LLC
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 | Not 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
- 84-1690136
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $18,958,188
- Income (IRS master file)
- $3,158,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $876,120 | $1,037,575 | $18,958,188 | XML |
| 990-PF | December 2023 | $480,918 | $995,747 | $18,064,583 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 84-1690136).
Questions about KATHY JERRY WOOD FOUNDATION INC
- What is the EIN of KATHY JERRY WOOD FOUNDATION INC?
- The employer identification number (EIN) of KATHY JERRY WOOD FOUNDATION INC is 84-1690136.
- Is KATHY JERRY WOOD FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to KATHY JERRY WOOD FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHY JERRY WOOD FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHY JERRY WOOD FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHY JERRY WOOD FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of KATHY JERRY WOOD FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $110,022 (SALLIE HAMRICK, PRESIDENT & TREASURER).
- How much revenue does KATHY JERRY WOOD FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $876,120, expenses of $1,037,575 and total assets of $18,958,188 at year end.
Other nonprofits in ANNAPOLIS
- NATURE SACRED EIN 42-1263576 · last filed 990-PF for 2024
- COMMUNITY FOUNDATION OF ANNE ARUNDEL COUNTY INC EIN 52-2098698 · last filed 990 for 2025
- PHILIP E AND CAROLE R RATCLIFFE FOUNDATION INC EIN 82-0568453 · last filed 990-PF for 2024
- CONSTITUTION FOUNDATION EIN 54-1933630 · last filed 990-PF for 2024
- DEA CODE FAMILY FOUNDATION INC EIN 47-2584053 · last filed 990-PF for 2025
- STOVER FOUNDATION 09-19-96 EIN 68-0392330 · last filed 990-PF for 2025
- NORMAN J FISHER AND DORIS FISHER FOUNDATION EIN 20-8973776 · last filed 990-PF for 2025
- ARTS COUNCIL OF ANNE ARUNDEL COUNTY INC EIN 52-1821633 · last filed 990 for 2025
All nonprofits in ANNAPOLIS · Maryland · Philanthropy, voluntarism and grantmaking foundations