Nonprofit · EIN 95-4772941
JERRY D TATE FOUNDATION FOR THE ENVIRONMENT
Tax-exempt · PENSACOLA, FL 32526
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $88,944 | $136,938 | -$47,994 | $1,374,692 | $0 | $1,374,692 |
| December 31, 2024 | 990-PF | $89,850 | $117,257 | -$27,407 | $1,422,686 | $0 | $1,422,686 |
| December 31, 2023 | 990-PF | $20,865 | $112,205 | -$91,340 | $1,450,093 | $0 | $1,450,093 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $46,646
- Net gain from sales of assets
- $37,611
- Other income
- $4,687
Expenses
- Grants and similar amounts paid
- $92,503
- Compensation of officers, directors and key employees
- $2,580
- Disbursements for charitable purposes
- $114,890
- Excise tax on investment income
- $928
Balance sheet and other
- Total assets, start of year
- $1,422,686
- Total assets, end of year
- $1,374,692
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,374,692
- Fair market value of assets
- $1,609,048
- Qualifying distributions
- $114,890
- Net investment income
- $88,944
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 |
|---|---|---|---|
| LINDA AARNESS 6098 CHESTER DR, PENSACOLA, FL 32526 | MANAGING DIRECTOR | 0.33 | $2,580 |
| SHAHLA HASHEMI 8320 SHEFFIELD RD, SAN GABRIEL, CA 91775 | SECRETARY | 0.33 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA AARNESS 6098 CHESTER DR, PENSACOLA, FL 32526 | MANAGING DIRECTOR | 0.33 | $3,360 |
| SHAHLA HASHEMI 8320 SHEFFIELD RD, SAN GABRIEL, CA 91775 | SECRETARY | 0.33 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA AARNESS 6098 CHESTER DR, PENSACOLA, FL 32526 | MANAGING DIRECTOR | 0.33 | $4,860 |
| SHAHLA HASHEMI 8320 SHEFFIELD RD, SAN GABRIEL, CA 91775 | SECRETARY | 0.33 | $0 |
Address and contacts
- Address (IRS master file)
- 6098 CHESTER DR, PENSACOLA, FL 32526-5291
- In care of
- % JERRY D TATE
- Signed the 990-PF
- LINDA AARNESS, MANAGING DIRECTOR
- Phone
- (626) 378-9308
- Return prepared by
- PDM 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 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
- 95-4772941
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,374,692
- Income (IRS master file)
- $448,727
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $88,944 | $136,938 | $1,374,692 | IRS |
| 990-PF | December 2024 | $89,850 | $117,257 | $1,422,686 | XML |
| 990-PF | December 2023 | $20,865 | $112,205 | $1,450,093 | XML |
| 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 95-4772941).
Questions about JERRY D TATE FOUNDATION FOR THE ENVIRONMENT
- What is the EIN of JERRY D TATE FOUNDATION FOR THE ENVIRONMENT?
- The employer identification number (EIN) of JERRY D TATE FOUNDATION FOR THE ENVIRONMENT is 95-4772941.
- Is JERRY D TATE FOUNDATION FOR THE ENVIRONMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JERRY D TATE FOUNDATION FOR THE ENVIRONMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY D TATE FOUNDATION FOR THE ENVIRONMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY D TATE FOUNDATION FOR THE ENVIRONMENT 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 D TATE FOUNDATION FOR THE ENVIRONMENT 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 D TATE FOUNDATION FOR THE ENVIRONMENT?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $2,580 (LINDA AARNESS, MANAGING DIRECTOR).
- How much revenue does JERRY D TATE FOUNDATION FOR THE ENVIRONMENT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $88,944, expenses of $136,938 and total assets of $1,374,692 at year end.
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