Nonprofit · EIN 94-3235538
JONES-SMITH FOUNDATION
Tax-exempt · MILL VALLEY, CA 94941
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $104,854 | $121,724 | -$16,870 | $1,510,993 | $0 | $1,510,993 |
| December 31, 2024 | 990-PF | $106,422 | $112,176 | -$5,754 | $1,532,363 | $0 | $1,532,363 |
| December 31, 2023 | 990-PF | $24,954 | $111,346 | -$86,392 | $1,533,617 | $0 | $1,533,617 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $69,594
- Interest
- $1
- Net gain from sales of assets
- $35,259
Expenses
- Grants and similar amounts paid
- $102,078
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $105,153
- Excise tax on investment income
- $1,227
Balance sheet and other
- Total assets, start of year
- $1,532,363
- Total assets, end of year
- $1,510,993
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,510,993
- Fair market value of assets
- $2,379,590
- Qualifying distributions
- $105,153
- Net investment income
- $104,854
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G SCOTT JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | PRESIDENT | 0.5 | $0 |
| JANET S JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | VICE-PRESIDENT | 0.5 | $0 |
| MARTHA ROACH 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | SECRETARY | 0.5 | $0 |
| SCOTT M JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | TREASURER | 0.5 | $0 |
| MATTHEW W JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G SCOTT JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | PRESIDENT | 0.5 | $0 |
| JANET S JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | VICE-PRESIDENT | 0.5 | $0 |
| MARTHA ROACH 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | SECRETARY | 0.5 | $0 |
| SCOTT M JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | TREASURER | 0.5 | $0 |
| MATTHEW W JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G SCOTT JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | PRESIDENT | 0.5 | $0 |
| JANET S JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | VICE-PRESIDENT | 0.5 | $0 |
| MARTHA ROACH 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | SECRETARY | 0.5 | $0 |
| SCOTT M JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | TREASURER | 0.5 | $0 |
| MATTHEW W JONES 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 575 REDWOOD HIGHWAY SUITE 200, MILL VALLEY, CA 94941-3047
- Signed the 990-PF
- G SCOTT JONES, PRESIDENT
- Phone
- (415) 389-5223
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3235538 or by the name JONES-SMITH FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | 990-PF 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
- 94-3235538
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $1,510,993
- Income (IRS master file)
- $176,248
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $104,854 | $121,724 | $1,510,993 | IRS |
| 990-PF | December 2024 | $106,422 | $112,176 | $1,532,363 | XML |
| 990-PF | December 2023 | $24,954 | $111,346 | $1,533,617 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 94-3235538).
Questions about JONES-SMITH FOUNDATION
- What is the EIN of JONES-SMITH FOUNDATION?
- The employer identification number (EIN) of JONES-SMITH FOUNDATION is 94-3235538.
- Is JONES-SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JONES-SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JONES-SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JONES-SMITH FOUNDATION 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 JONES-SMITH FOUNDATION 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 JONES-SMITH FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does JONES-SMITH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $104,854, expenses of $121,724 and total assets of $1,510,993 at year end.
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All nonprofits in MILL VALLEY · California · Philanthropy, voluntarism and grantmaking foundations