The E Richard Jones Family Foundation

Calistoga, CA
Tax-exempt since May 1998
EIN: 94-3288860

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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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$578k (2024)

Expenses

$601k (2024)

Total Assets

$5.58M (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

Source: Form 990 tax filings from 2012 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

$578,486

Expenses

$600,561

Net Income

-$22,075

Net Assets

$5,577,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$166,836	28.8%
Sales of Assets	$395,493	68.4%
Other Income	$16,157	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$561,591	93.5%
Compensation of Officers*	$27,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,577,775
Total Liabilities	$0
Net Assets	$5,577,775

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$27,000	$9,559
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on Nov. 13, 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

$582,110

Expenses

$457,615

Net Income

$124,495

Net Assets

$5,611,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$201,194	34.6%
Interest Revenue	$0
Dividends	$142,184	24.4%
Sales of Assets	$228,723	39.3%
Other Income	$10,009	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,253	91.4%
Compensation of Officers*	$27,000	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,611,540
Total Liabilities	$0
Net Assets	$5,611,540

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$27,000	$8,004
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on Nov. 5, 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

$373,506

Expenses

$497,839

Net Income

-$124,333

Net Assets

$5,160,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,225	53.6%
Interest Revenue	$0
Dividends	$118,450	31.7%
Sales of Assets	$53,347	14.3%
Other Income	$1,484	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$462,671	92.9%
Compensation of Officers*	$25,000	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,160,165
Total Liabilities	$0
Net Assets	$5,160,165

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$25,000	$6,442
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on Nov. 10, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$278,910

Expenses

$607,288

Net Income

-$328,378

Net Assets

$6,233,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,101	35.9%
Sales of Assets	$136,994	49.1%
Other Income	$41,815	15.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$559,472	92.1%
Compensation of Officers*	$25,000	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,233,515
Total Liabilities	$0
Net Assets	$6,233,515

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$25,000	$6,362
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on Nov. 10, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$642,273

Expenses

$462,459

Net Income

$179,814

Net Assets

$6,192,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$197,881	30.8%
Interest Revenue	$0
Dividends	$114,384	17.8%
Sales of Assets	$266,062	41.4%
Other Income	$63,946	10.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$429,006	92.8%
Compensation of Officers*	$25,000	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,192,355
Total Liabilities	$1
Net Assets	$6,192,354

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$25,000	$4,072
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$484,700

Expenses

$558,468

Net Income

-$73,768

Net Assets

$5,860,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,071	51.6%
Interest Revenue	$0
Dividends	$132,876	27.4%
Sales of Assets	$78,559	16.2%
Other Income	$23,194	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$515,800	92.4%
Compensation of Officers*	$25,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,860,465
Total Liabilities	$1
Net Assets	$5,860,464

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$25,000	$6,666
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on Nov. 6, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$570,941

Expenses

$817,813

Net Income

-$246,872

Net Assets

$5,233,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,419	23.5%
Sales of Assets	$419,373	73.5%
Other Income	$17,149	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$777,333	95.1%
Compensation of Officers*	$25,000	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,233,747
Total Liabilities	$0
Net Assets	$5,233,747

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$25,000	$8,883
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on May 10, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$277,229

Expenses

$606,709

Net Income

-$329,480

Net Assets

$6,308,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$129,514	46.7%
Sales of Assets	$130,327	47.0%
Other Income	$17,388	6.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$567,539	93.5%
Compensation of Officers*	$25,000	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,308,194
Total Liabilities	$0
Net Assets	$6,308,194

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$25,000	$9,896
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on May 30, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$202,333

Expenses

$521,649

Net Income

-$319,316

Net Assets

$6,108,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,116	60.4%
Sales of Assets	$71,262	35.2%
Other Income	$8,955	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475,023	91.1%
Compensation of Officers*	$25,000	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,108,179
Total Liabilities	$0
Net Assets	$6,108,179

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$25,000	$7,347
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on Nov. 9, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$582,192

Expenses

$466,913

Net Income

$115,279

Net Assets

$5,738,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$146,196	25.1%
Sales of Assets	$423,350	72.7%
Other Income	$12,646	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$406,948	87.2%
Compensation of Officers*	$24,969	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,738,024
Total Liabilities	$0
Net Assets	$5,738,024

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$24,969	$5,635
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on May 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$300,888

Expenses

$469,633

Net Income

-$168,745

Net Assets

$5,947,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,921	43.5%
Sales of Assets	$141,508	47.0%
Other Income	$28,459	9.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,986	84.3%
Compensation of Officers*	$25,000	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,947,735
Total Liabilities	$0
Net Assets	$5,947,735

Compensation

Key Employees and Officers	Compensation	Other
Stephanie Bailey (Vice President)	$25,000	$0
E Richard Jones (Director)	$0	$0
Heather Melvin (Vice President)	$0	$0

990-PF

Filed on May 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$273,868

Expenses

$154,093

Net Income

$119,775

Net Assets

$6,216,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,277	23.5%
Sales of Assets	$184,162	67.2%
Other Income	$25,429	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,418	66.5%
Compensation of Officers*	$25,000	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,216,783
Total Liabilities	$0
Net Assets	$6,216,783

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$287,480

Expenses

$532,104

Net Income

-$244,624

Net Assets

$5,713,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$136,987	47.7%
Sales of Assets	$112,307	39.1%
Other Income	$38,180	13.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$462,826	87.0%
Compensation of Officers*	$25,000	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,713,219
Total Liabilities	$0
Net Assets	$5,713,219

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

-$12,170

Expenses

$490,139

Net Income

-$502,309

Net Assets

$5,688,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4
Dividends	$165,528
Sales of Assets	$0
Other Income	-$6,514

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$453,837	92.6%
Compensation of Officers*	$25,000	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,688,086
Total Liabilities	$0
Net Assets	$5,688,086

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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The E Richard Jones Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $578k (2024)

Expenses $601k (2024)

Total Assets $5.58M (2024)

Total Liabilities $0 (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

Compensation

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

Document Links

990-PF

Revenue

$578k (2024)

Expenses

$601k (2024)

Total Assets

$5.58M (2024)

Total Liabilities

$0 (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 June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001