Nonprofit · EIN 94-3347146
GERALD AND SHEILA JEFFRY FOUNDATION
Tax-exempt · OAKLEY, CA 94561
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $327 | $80,174 | -$79,847 | -$337,368 | $0 | -$337,368 |
| December 31, 2023 | 990-PF | $7 | $75,000 | -$74,993 | -$257,521 | $0 | -$257,521 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $327
Expenses
- Grants and similar amounts paid
- $54,274
- Disbursements for charitable purposes
- $80,174
Balance sheet and other
- Total assets, start of year
- -$257,521
- Total assets, end of year
- -$337,368
- Total liabilities, end of year
- $0
- Net assets, end of year
- -$337,368
- Fair market value of assets
- -$337,368
- Qualifying distributions
- $80,174
- Net investment income
- $327
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD J JEFFRY 2891 STIRRUP DRIVE, OAKLEY, CA 94561 | PRESIDENT | 1 | $0 |
| SHEILA C JEFFRY 2891 STIRRUP DRIVE, OAKLEY, CA 94561 | SECRETARY | 1 | $0 |
| GERALD J JEFFRY 2891 STIRRUP DRIVE, OAKLEY, CA 94561 | TREASURER | 1 | $0 |
| RONALD D HAWKINS 5064 UNION MINE DRIVE, ANTIOCH, CA 94531 | DIRECTOR | 0 | $0 |
| JAMES P JEFFRY 5 RICHBELL ROAD 524C, LARCHMONT, NY 10538 | DIRECTOR | 0 | $0 |
| KATHLEEN J SUMMERS 3102 BLUE SAGE TRAIL, PARK CITY, UT 84098 | DIRECTOR | 0 | $0 |
| EDWARD E JEFFRY PO BOX 3203, STATELINE, NV 89449 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD J JEFFRY 2891 STIRRUP DRIVE, OAKLEY, CA 94561 | PRESIDENT | 1 | $0 |
| SHEILA C JEFFRY 2891 STIRRUP DRIVE, OAKLEY, CA 94561 | SECRETARY | 1 | $0 |
| GERALD J JEFFRY 2891 STIRRUP DRIVE, OAKLEY, CA 94561 | TREASURER | 1 | $0 |
| RONALD D HAWKINS 5064 UNION MINE DRIVE, ANTIOCH, CA 94531 | DIRECTOR | 0 | $0 |
| JAMES P JEFFRY 5 WAKEMAN PLACE, LARCHMONT, NY 10538 | DIRECTOR | 0 | $0 |
| KATHLEEN J SUMMERS 23729 NE 170TH STREET, WOODINVILLE, WA 98072 | DIRECTOR | 0 | $0 |
| EDWARD E JEFFRY 1527 ROSELLI DRIVE, LIVERMORE, CA 94550 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2891 STIRRUP DR, OAKLEY, CA 94561-1713
- In care of
- % MAX GRAY
- Signed the 990-PF
- SHEILA C JEFFRY, PRESIDENT
- Phone
- (925) 625-3225
- Return prepared by
- RONALD D HAWKINS CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3347146 or by the name GERALD AND SHEILA JEFFRY 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 | Not 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
- 94-3347146
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $337,368
- Income (IRS master file)
- $327
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $327 | $80,174 | -$337,368 | XML |
| 990-PF | December 2023 | $7 | $75,000 | -$257,521 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 94-3347146).
Questions about GERALD AND SHEILA JEFFRY FOUNDATION
- What is the EIN of GERALD AND SHEILA JEFFRY FOUNDATION?
- The employer identification number (EIN) of GERALD AND SHEILA JEFFRY FOUNDATION is 94-3347146.
- Is GERALD AND SHEILA JEFFRY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to GERALD AND SHEILA JEFFRY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERALD AND SHEILA JEFFRY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERALD AND SHEILA JEFFRY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERALD AND SHEILA JEFFRY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of GERALD AND SHEILA JEFFRY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does GERALD AND SHEILA JEFFRY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $327, expenses of $80,174 and total assets of -$337,368 at year end.
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