Tr Ui Will Kathleen Jaques Foundation

Tax-deductible

Richardson, TX501(c)(3)Human ServicesEIN 58-6108931Revenue $757K in FY2024

On file with the IRS2600 North Central Exwpy Ste 700, 75080-0000 · Richardson, TXTax-exempt since Apr 2015Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
$36K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $150K a year · 44% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
990-PF Pt I · 5 filings
Pay to officers and key staff
$36K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
990-PF Pt VIII
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$757K
+683% vs prior year
Spent
$212K
Net assets
$3.5M
By yearFY2020–FY2024
Revenue
$757K
FY2024▲ +683%
Tap a bar for its year
Revenue by fiscal year
FY2020$255K
FY2021$684K
FY2022−$92K
FY2023$97K
FY2024$757K
Expenses
$212K
FY2024▲ +72%
Tap a bar for its year
Expenses by fiscal year
FY2020$170K
FY2021$169K
FY2022$276K
FY2023$123K
FY2024$212K
Net assets
$3.5M
FY2024▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.8M
FY2021$3.3M
FY2022$3.0M
FY2023$2.9M
FY2024$3.5M

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 80% · $170K Operating & administrative 20% · $41K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990-PF; $36K paid to officers and key staff.

Part VII, Section A · reportable compensation
$30,800Pt VII · Sec A
$5,080Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023
American National Bank of Texas$30,800—
Bank of America$5,080$14,011

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Tr Ui Will Kathleen Jaques Foundation executive salaries →

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Programs and updates

A private foundation based in Richardson, TX.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 17 grants · $170K · 2024–2024
Alzheimer's Association Georgia ChapterFY2024$20,000
Macon Volunteer Clinic INCGA · FY2024$20,000
University of GeorgiaFY2024$18,700
Kennesaw State UniversityGA · FY2024$15,400
Columbus State UniversityFY2024$7,700
Spelman UniversityFY2024$5,500
Fort Valley State UniversityFY2024$5,500
Mercer University Co Matarr JallowFY2024$5,400
Wesley Glen Ministries INCGA · FY2024$5,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV11
Average grantPart XV$10K
Median grantPart XV$8K
Largest grantPart XV$20K
Top cause focusNTEEEducation (12%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$757K
Investment income$757K
Money out
$212K
Grants paid$170K
Running costs$41K
Owns and owes
$3.5M
net assets
Cash and savings$51K
Total assets$3.5M
Liabilities$0
People
2
listed
Paid2
2In more detail
Revenue in detail
Investment income$757K
Total revenue$757K
Assets in detailEnd of year
Cash and savings together$51K
Total assets$3.5M
Liabilities$0
Net assets$3.5M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $757K$212K$545K$3.5M 990 PDF
FY2023 $97K$123K−$26K$2.9M 990 PDF
FY2022 −$92K$276K−$367K$3.0M 990 PDF
FY2021 $684K$169K$515K$3.3M 990 PDF
FY2020 $255K$170K$85K$2.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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