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Nonprofit · EIN 92-0295752

JERRY FUND INC

Tax-exempt · WESTPORT, CT 06880

Financials

$1K$22K2023$29K$28K2024$11K$25K2025
Revenue Expenses · by fiscal year end
Financials of JERRY FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$11,120$25,156-$14,036$11,623$0$11,623
December 31, 2024990-PF$29,023$28,427$596$26,425$0$26,425
December 31, 2023990-PF$1,223$22,360-$21,137$25,093$0$25,093
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$10,000
Interest
$9
Net gain from sales of assets
$1,111

Expenses

Grants and similar amounts paid
$24,150
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$24,150
Excise tax on investment income
$15

Balance sheet and other

Total assets, start of year
$26,425
Total assets, end of year
$11,623
Total liabilities, end of year
$0
Net assets, end of year
$11,623
Fair market value of assets
$11,623
Qualifying distributions
$24,150
Net investment income
$1,120

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
PAUL S GREENBERG
30 OWENOKE PARK, WESTPORT, CT 06880
TRUSTEE2$0
DANIEL S GREENBERG
2 LAUREL STREET, LEXINGTON, MA 02421
TRUSTEE2$0
MYRA B GREENBERG
220 N CLERMONT AVENUE, MARGATE CITY, NJ 08402
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PAUL S GREENBERG
30 OWENOKE PARK, WESTPORT, CT 06880
TRUSTEE2$0
DANIEL S GREENBERG
2 LAUREL STREET, LEXINGTON, MA 02421
TRUSTEE2$0
MYRA B GREENBERG
220 N CLERMONT AVENUE, MARGATE CITY, NJ 08402
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PAUL S GREENBERG
30 OWENOKE PARK, WESTPORT, CT 06880
TRUSTEE2$0
DANIEL S GREENBERG
2 LAUREL STREET, LEXINGTON, MA 02421
TRUSTEE2$0
MYRA B GREENBERG
220 N CLERMONT AVENUE, MARGATE CITY, NJ 08402
TRUSTEE2$0

Address and contacts

Address (IRS master file)
30 OWENOKE PARK, WESTPORT, CT 06880-6832
In care of
% JERRY FUND INC
Signed the 990-PF
PAUL S GREENBERG, TRUSTEE
Phone
(203) 253-7436
Return prepared by
DAVIS & GRUTMAN 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
92-0295752
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,623
Income (IRS master file)
$41,935

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$11,120$25,156$11,623IRS
990-PFDecember 2024$29,023$28,427$26,425XML
990-PFDecember 2023$1,223$22,360$25,093XML
990-PFDecember 2022–––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 92-0295752).

Questions about JERRY FUND INC

What is the EIN of JERRY FUND INC?
The employer identification number (EIN) of JERRY FUND INC is 92-0295752.
Is JERRY FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to JERRY FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JERRY FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JERRY FUND 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 JERRY FUND 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 JERRY FUND INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JERRY FUND INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,120, expenses of $25,156 and total assets of $11,623 at year end.

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