Nonprofit · EIN 95-6005231
JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND
Tax-exempt · SANTA BARBARA, CA 93102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $760,784 | $402,867 | $357,917 | $3,008,160 | $0 | $3,008,160 |
| March 31, 2025 | 990-PF | $630,984 | $362,373 | $268,611 | $2,650,243 | $0 | $2,650,243 |
| March 31, 2024 | 990-PF | $161,755 | $332,383 | -$170,628 | $2,381,632 | $0 | $2,381,632 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $89,679
- Interest
- $3,693
- Net gain from sales of assets
- $667,412
Expenses
- Grants and similar amounts paid
- $151,710
- Compensation of officers, directors and key employees
- $111,498
- Disbursements for charitable purposes
- $277,136
- Excise tax on investment income
- $8,970
Balance sheet and other
- Total assets, start of year
- $2,650,243
- Total assets, end of year
- $3,008,160
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,008,160
- Fair market value of assets
- $5,958,305
- Qualifying distributions
- $277,136
- Net investment income
- $760,784
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR R GAUDI 114 E DE LA GUERRA STREET 3, SANTA BARBARA, CA 93101 | TRUSTEE | 2 | $38,166 |
| PATRICIA ALLEN 114 E DE LA GUERRA STREET 3, SANTA BARBARA, CA 93101 | TRUSTEE | 5 | $38,166 |
| STEVEN M ANDERS UNTIL 1152026 114 E DE LA GUERRA STREET 3, SANTA BARBARA, CA 93101 | TRUSTEE | 2 | $35,166 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR R GAUDI 114 E DE LA GUERRA STREET 3, SANTA BARBARA, CA 93101 | TRUSTEE | 2 | $33,456 |
| STEVEN M ANDERS 114 E DE LA GUERRA STREET 3, SANTA BARBARA, CA 93101 | TRUSTEE | 2 | $33,456 |
| PATRICIA ALLEN 114 E DE LA GUERRA STREET 3, SANTA BARBARA, CA 93101 | TRUSTEE | 5 | $33,456 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR R GAUDI 114 E DE LA GUERRA STREET 3, SANTA BARBARA, CA 93101 | TRUSTEE | 2 | $28,922 |
| STEVEN M ANDERS 114 E DE LA GUERRA STREET 3, SANTA BARBARA, CA 93101 | TRUSTEE | 2 | $28,922 |
| PATRICIA ALLEN 114 E DE LA GUERRA STREET 3, SANTA BARBARA, CA 93101 | TRUSTEE | 5 | $28,922 |
Address and contacts
- Address (IRS master file)
- PO BOX 99, SANTA BARBARA, CA 93102-0099
- Signed the 990-PF
- ARTHUR GAUDI, TRUSTEE
- Phone
- (805) 963-8822
- Return prepared by
- HUTCHINSON & BLOODGOOD LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6005231 or by the name JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND.
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6005231
- 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
- 1952
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,008,160
- Income (IRS master file)
- $1,558,427
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $760,784 | $402,867 | $3,008,160 | XML |
| 990-PF | March 2025 | $630,984 | $362,373 | $2,650,243 | XML |
| 990-PF | March 2024 | $161,755 | $332,383 | $2,381,632 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 95-6005231).
Questions about JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND
- What is the EIN of JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND?
- The employer identification number (EIN) of JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND is 95-6005231.
- Is JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $38,166 (ARTHUR R GAUDI, TRUSTEE).
- How much revenue does JOHN PERCIVAL & MARY C JEFFERSON ENDOWMENT FUND have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $760,784, expenses of $402,867 and total assets of $3,008,160 at year end.
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