Nonprofit · EIN 94-3124801
HERBERT B JONES FOUNDATION
Tax-exempt · SEATTLE, WA 98101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $949,037 | $8,338,956 | -$7,389,919 | $9,765,109 | $0 | $9,765,109 |
| August 31, 2024 | 990-PF | $4,499,266 | $835,922 | $3,663,344 | $17,154,948 | $0 | $17,154,948 |
| August 31, 2023 | 990-PF | $1,278,641 | $994,279 | $284,362 | $13,491,604 | $0 | $13,491,604 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Interest
- $948,987
- Other income
- $50
Expenses
- Grants and similar amounts paid
- $8,164,405
- Compensation of officers, directors and key employees
- $20,000
- Disbursements for charitable purposes
- $8,259,958
- Excise tax on investment income
- $12,960
Balance sheet and other
- Total assets, start of year
- $17,154,948
- Total assets, end of year
- $9,765,109
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,765,109
- Fair market value of assets
- $9,765,109
- Qualifying distributions
- $8,259,958
- Net investment income
- $949,037
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMMY MILLER C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $20,000 |
| TERRY SMITH C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| TOM CRHA C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| KAYLEE JAECH C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| MANDY HO C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| RENE WAGNER C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY SMITH C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| TOM CRHA C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| TAMMY MILLER C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| KAYLEE JAECH C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| MANDY HO C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| RENE WAGNER C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY SMITH C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| TOM CRHA C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| TAMMY MILLER C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| KAYLEE JAECH C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| MANDY HO C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
| RENE WAGNER C/O KEYBANK NATIONAL ASSOCIATION, 1301 FIFTH AVE SUITE 2400, SEATTLE, WA 98101 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1301 5TH AVE STE 2400, SEATTLE, WA 98101-2648
- In care of
- % KEYBANK PRIVATE BANK TRUST OFFICE
- Signed the 990-PF
- TAMMY MILLER, TRUSTEE
- Phone
- (425) 709-4209
- Return prepared by
- HAGEN KURTH PERMAN & CO PS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 94-3124801
- 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
- 1990
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,765,109
- Income (IRS master file)
- $949,037
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $949,037 | $8,338,956 | $9,765,109 | XML |
| 990-PF | August 2024 | $4,499,266 | $835,922 | $17,154,948 | XML |
| 990-PF | August 2023 | $1,278,641 | $994,279 | $13,491,604 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 94-3124801).
Questions about HERBERT B JONES FOUNDATION
- What is the EIN of HERBERT B JONES FOUNDATION?
- The employer identification number (EIN) of HERBERT B JONES FOUNDATION is 94-3124801.
- Is HERBERT B JONES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to HERBERT B JONES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT B JONES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT B JONES FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBERT B JONES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of HERBERT B JONES FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $20,000 (TAMMY MILLER, TRUSTEE).
- How much revenue does HERBERT B JONES FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $949,037, expenses of $8,338,956 and total assets of $9,765,109 at year end.
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