Nonprofit · EIN 84-2737936
THE JEFFIE FOUNDATION
Tax-exempt · GLOUCESTER, MA 01930
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $103,264 | $180,386 | -$77,122 | $1,131,296 | $0 | $1,131,296 |
| July 31, 2024 | 990 | $7,395 | $107,234 | -$99,839 | $1,154,101 | $0 | $1,154,101 |
| July 31, 2023 | 990 | $68,546 | $64,234 | $4,312 | $1,100,682 | $0 | $1,100,682 |
| July 31, 2022 | 990 | $71,366 | $53,037 | $18,329 | $1,326,483 | $0 | $1,326,483 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $47,527
- Program service revenue
- $0
- Investment income
- $55,737
- Net gain from sales of assets
- $33,231
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $156,225
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,269
- Program services (functional)
- $161,593
- Management and general (functional)
- $15,496
- Fundraising (functional)
- $3,297
Balance sheet and other
- Total assets, start of year
- $1,154,101
- Total assets, end of year
- $1,131,296
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,131,296
- Publicly traded securities
- $1,067,022
- Net assets without donor restrictions
- $1,131,296
- Gross receipts
- $357,950
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2019
- State of legal domicile
- MA
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 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN I NORTON | TRUSTEE Trustee or director | 1 | $0 |
| DEACON H CHAPIN | TRUSTEE Trustee or director | 1 | $0 |
| SARAH F WILKINS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN I NORTON | TRUSTEE Trustee or director | 1 | $0 |
| DEACON H CHAPIN | TRUSTEE Trustee or director | 1 | $0 |
| SARAH F WILKINS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended July 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN I NORTON | TRUSTEE Trustee or director | 1 | $0 |
| DEACON H CHAPIN | TRUSTEE Trustee or director | 1 | $0 |
| SARAH F WILKINS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended July 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN I NORTON | TRUSTEE Trustee or director | 1 | $0 |
| DEACON H CHAPIN | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO SARAH WILKINS 45 LEONARD STREE, GLOUCESTER, MA 01930-0000
- Principal officer (990 for 2024)
- LAUREN I NORTON, 22 RIVER ROAD, GLOUCESTER, MA 01930
- Signed the 990
- LAUREN I NORTON, TRUSTEE
- Phone
- (617) 365-9171
- Website
- HTTPS://JEFFIE.ORG
- Return prepared by
- EAG NEW ENGLAND LLC
Mission
TO HELP YOUNG PEOPLE WHO ASPIRE TO RIDE AND CARE FOR HORSES, BUT DO NOT HAVE THE FINANCIAL MEANS TO PURSUE THEIR DREAM, DEVELOP EQUESTRIAN SKILLS AND BE A PART OF THE EQUESTRIAN WORLD. THE SPORT OF EQUESTRIAN ASSISTS YOUNG INDIVIDUALS IN DEVELOPING KEY CHARACTER TRAITS FOR SUCCESS, INCLUDING RESPONSIBILITY, ACCOUNTABILITY, DETERMINATION, SPORTSMANSHIP AND HUMILITY WHILE OFFERING AN OUTLET FOR PHYSICAL ACTIVITY. THE COSTS OF PROPER CARE AND UPKEEP OF HORSES, ALONG WITH THE EXPENSE OF LESSONS, EQUIPMENT AND COMPETITIONS CAN BE QUITE EXTENSIVE. THE FOUNDATION HOPES TO ELIMINATE THE FINANCIAL BARRIER TO RIDERSHIP FOR QUALIFIED YOUNG RIDERS PRIMARILY LOCATED IN THE NORTHEASTERN REGION OF THE UNITED STATES BY MAKING GRANTS TO ALLOW RIDERS WITH FINANCIAL NEED TO CONTINUE TO RIDE AND PURSUE THEIR DREAM.
Program accomplishments
- THE FOUNDATION HAS MADE INDIVIDUAL RIDERSHIP GRANTS TO YOUNG RIDERS IN THE NORTHEASTERN UNITED STATES WITH A DEMONSTRATED FINANCIAL NEED.Expenses $161,593 · grants $156,225
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 84-2737936
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $1,131,296
- Income (IRS master file)
- $357,950
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $103,264 | $180,386 | $1,131,296 | XML |
| 990 | July 2024 | $7,395 | $107,234 | $1,154,101 | XML |
| 990 | July 2023 | $68,546 | $64,234 | $1,100,682 | XML |
| 990 | July 2022 | $71,366 | $53,037 | $1,326,483 | XML |
| 990 | July 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 84-2737936).
Questions about THE JEFFIE FOUNDATION
- What is the EIN of THE JEFFIE FOUNDATION?
- The employer identification number (EIN) of THE JEFFIE FOUNDATION is 84-2737936.
- Is THE JEFFIE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to THE JEFFIE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE JEFFIE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE JEFFIE FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JEFFIE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of THE JEFFIE FOUNDATION?
- The 990 for the year ended July 31, 2025 names LAUREN I NORTON.
- Who are the officers and directors of THE JEFFIE FOUNDATION?
- The 990 for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE JEFFIE FOUNDATION have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $103,264, expenses of $180,386 and total assets of $1,131,296 at year end.
Other nonprofits in GLOUCESTER
- TINA SNIDER FOUNDATION EIN 93-1369489 · last filed 990-PF for 2025
- BRACE COVE FOUNDATION INC EIN 81-0865242 · last filed 990-PF for 2025
- GLOUCESTER FUND INC EIN 04-3521016 · last filed 990 for 2024
- THE WILLIAM V AND BETTY M ELLIS FAMILY EIN 30-6038996 · last filed 990-PF for 2025
- THE FRANKLIN FAMILY FOUNDATION EIN 26-1252194 · last filed 990-PF for 2025
- DOUGLAS DRANE CHARITABLE TR EIN 04-3371223 · last filed 990-PF for 2025
- THE CHARLES FAMILY CHARITABLE FOUNDATION EIN 04-3449084 · last filed 990-PF for 2025
- ROTARY CLUB OF GLOUCESTER FOUNDATION INC EIN 20-5122483 · last filed 990-EZ for 2025
All nonprofits in GLOUCESTER · Massachusetts · Philanthropy, voluntarism and grantmaking foundations