Nonprofit · EIN 91-6223702
RICHARD & KATHIE ANN JONES CHARITABLE TRUST
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $70,005 | $84,033 | -$14,028 | $1,073,907 | $0 | $1,073,907 |
| October 31, 2024 | 990-PF | $112,691 | $41,408 | $71,283 | $1,087,934 | $0 | $1,087,934 |
| October 31, 2023 | 990-PF | $66,843 | $79,963 | -$13,120 | $1,016,657 | $0 | $1,016,657 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $41,803
- Net gain from sales of assets
- $28,202
Expenses
- Grants and similar amounts paid
- $62,919
- Compensation of officers, directors and key employees
- $19,131
- Disbursements for charitable purposes
- $64,857
- Excise tax on investment income
- $727
Balance sheet and other
- Total assets, start of year
- $1,087,934
- Total assets, end of year
- $1,073,907
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,073,907
- Fair market value of assets
- $1,519,523
- Qualifying distributions
- $64,857
- Net investment income
- $69,913
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $19,131 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $17,846 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $16,520 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 91-6223702
- 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
- 1978
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,073,907
- Income (IRS master file)
- $295,089
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $70,005 | $84,033 | $1,073,907 | XML |
| 990-PF | October 2024 | $112,691 | $41,408 | $1,087,934 | XML |
| 990-PF | October 2023 | $66,843 | $79,963 | $1,016,657 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | 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 91-6223702).
Questions about RICHARD & KATHIE ANN JONES CHARITABLE TRUST
- What is the EIN of RICHARD & KATHIE ANN JONES CHARITABLE TRUST?
- The employer identification number (EIN) of RICHARD & KATHIE ANN JONES CHARITABLE TRUST is 91-6223702.
- Is RICHARD & KATHIE ANN JONES CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to RICHARD & KATHIE ANN JONES CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD & KATHIE ANN JONES CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD & KATHIE ANN JONES CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD & KATHIE ANN JONES CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of RICHARD & KATHIE ANN JONES CHARITABLE TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,131 (US BANK N A, TRUSTEE).
- How much revenue does RICHARD & KATHIE ANN JONES CHARITABLE TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $70,005, expenses of $84,033 and total assets of $1,073,907 at year end.
Other nonprofits in SAINT PAUL
- HMO MINNESOTA EIN 41-6173747 · last filed 990 for 2024
- GILLETTE CHILDRENS SPECIALTY HEALTH CARE EIN 36-3379150 · last filed 990 for 2024
- MACALESTER COLLEGE EIN 41-0693962 · last filed 990 for 2025
- ST PAUL TEACHERS RETIREMENT FUND ASSOCIATION EIN 41-0571990 · last filed 990 for 2025
- WORKERS COMPENSATION REINSURANCE ASSOCIATION EIN 41-1357750 · last filed 990 for 2024
- FARM CREDIT FOUNDATIONS WELFARE BENEFITS TRUST EIN 48-6173114 · last filed 990 for 2024
- SAINT PAUL & MINNESOTA FOUNDATION EIN 41-6031510 · last filed 990 for 2025
- LUTHERAN SOCIAL SERVICE OF MINNESOTA EIN 41-0872993 · last filed 990 for 2025