Eppes Jefferson Foundation Inc

Wilmington, DE
Tax-exempt since Jan. 2009
EIN: 26-2751096

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$301k (2024)

Expenses

$475k (2024)

Total Assets

$7.92M (2024)

Total Liabilities

$3.82k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$300,580

Expenses

$475,231

Net Income

-$174,651

Net Assets

$7,912,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,351	7.1%
Dividends	$237,449	79.0%
Sales of Assets	$41,701	13.9%
Other Income	$79	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$442,272	93.1%
Compensation of Officers*	$115,502	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,916,317
Total Liabilities	$3,819
Net Assets	$7,912,498

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres, Dir, Sec, Treas)	$57,751	$4,132
Sharon A Ward (Dir)	$57,751	$8,110

990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$277,506

Expenses

$462,424

Net Income

-$184,918

Net Assets

$8,087,149

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,129	11.2%
Dividends	$205,813	74.2%
Sales of Assets	$40,519	14.6%
Other Income	$45	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$434,609	94.0%
Compensation of Officers*	$111,004	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,090,611
Total Liabilities	$3,462
Net Assets	$8,087,149

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres, Dir, Sec, Treas)	$55,502	$11,604
Sharon A Ward (Dir)	$55,502	$9,135

990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$803,350

Expenses

$557,889

Net Income

$245,461

Net Assets

$8,272,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,797	1.2%
Dividends	$191,077	23.8%
Sales of Assets	$602,476	75.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$514,350	92.2%
Compensation of Officers*	$104,950	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,274,411
Total Liabilities	$2,344
Net Assets	$8,272,067

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres, Dir, Sec, Treas)	$52,475	$4,694
Sharon A Ward (Dir)	$52,475	$6,257

990-PF

Filed on Oct. 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$638,349

Expenses

$449,294

Net Income

$189,055

Net Assets

$8,026,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$274	0.0%
Dividends	$182,211	28.5%
Sales of Assets	$455,740	71.4%
Other Income	$124	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$421,995	93.9%
Compensation of Officers*	$91,667	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,026,606
Total Liabilities	$0
Net Assets	$8,026,606

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres, Dir, Sec, Treas)	$45,834	$5,653
Sharon A Ward (Dir)	$45,833	$6,559

990-PF

Filed on Oct. 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$241,540

Expenses

$515,545

Net Income

-$274,005

Net Assets

$7,837,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,489	1.9%
Dividends	$188,329	78.0%
Sales of Assets	$48,722	20.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,309	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,837,551
Total Liabilities	$1
Net Assets	$7,837,550

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres, Dir, Sec, Treas)	$0	$0
Sharon A Ward (Dir)	$0	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$732,151

Expenses

$506,603

Net Income

$225,548

Net Assets

$8,111,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,841	1.1%
Dividends	$225,013	30.7%
Sales of Assets	$499,297	68.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475,273	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,111,556
Total Liabilities	$1
Net Assets	$8,111,555

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres, Dir, Sec, Treas)	$0	$0
Sharon A Ward (Dir)	$0	$0

990-PF

Filed on June 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$307,240

Expenses

$473,546

Net Income

-$166,306

Net Assets

$7,886,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,845	1.6%
Dividends	$225,253	73.3%
Sales of Assets	$77,142	25.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$439,610	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,886,008
Total Liabilities	$0
Net Assets	$7,886,008

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres, Dir, Sec, Treas)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$167,691

Expenses

$457,086

Net Income

-$289,395

Net Assets

$8,052,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,770	1.7%
Dividends	$236,384	> 100%
Sales of Assets	-$99,019
Other Income	$27,556	16.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$424,394	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,052,314
Total Liabilities	$0
Net Assets	$8,052,314

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres, Dir, Sec, Treas)	$0	$0

990-PF

Filed on April 17, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$243,861

Expenses

$479,144

Net Income

-$235,283

Net Assets

$8,341,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,345	0.6%
Dividends	$229,189	94.0%
Sales of Assets	$12,890	5.3%
Other Income	$437	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$445,926	93.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,341,709
Total Liabilities	$0
Net Assets	$8,341,709

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres / Dir / Sec / Treas)	$0	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$5,432

Expenses

$661,022

Net Income

-$655,590

Net Assets

$8,576,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,790	> 100%
Dividends	$154,981	> 100%
Sales of Assets	$0
Other Income	$49	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$488,158	73.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,576,992
Total Liabilities	$0
Net Assets	$8,576,992

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$2,519

Expenses

$683,118

Net Income

-$680,599

Net Assets

$9,227,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$58,778	> 100%
Interest Revenue	$214	8.5%
Dividends	$37,880	> 100%
Sales of Assets	-$123,441
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,303	39.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,227,048
Total Liabilities	$0
Net Assets	$9,227,048

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres / Dir / Sec / Treas)	$0	$0

990-PF

Filed on May 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$9,158,975

Expenses

$155,932

Net Income

$9,003,043

Net Assets

$9,907,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,975,321	98.0%
Interest Revenue	$75	0.0%
Dividends	$57,582	0.6%
Sales of Assets	$85,597	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,669	29.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,907,647
Total Liabilities	$0
Net Assets	$9,907,647

Compensation

Key Employees and Officers	Compensation	Other
David A Ward (Pres / Dir / Sec / Treas)	$0	$0

990-PF

Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$129,893

Expenses

$18,790

Net Income

$111,103

Net Assets

$904,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	77.0%
Interest Revenue	$42	0.0%
Dividends	$27,208	20.9%
Sales of Assets	$2,643	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,240	65.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$904,604
Total Liabilities	$1
Net Assets	$904,603

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$675,839

Expenses

$20,921

Net Income

$654,918

Net Assets

$793,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$655,413	97.0%
Interest Revenue	$31	0.0%
Dividends	$19,623	2.9%
Sales of Assets	$772	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,184	77.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$793,501
Total Liabilities	$0
Net Assets	$793,501

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Eppes Jefferson Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $301k (2024)

Expenses $475k (2024)

Total Assets $7.92M (2024)

Total Liabilities $3.82k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$301k (2024)

Expenses

$475k (2024)

Total Assets

$7.92M (2024)

Total Liabilities

$3.82k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008