AUMdb

J & J Family Foundation Tr

EIN 206077711 · 501(c)(3) · Private foundation · Naples, FL · recognized 2004

Assets
$82.1M
Revenue
$13.6M
Expenses
$3.8M
Investment income
$1.5M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jeffrey O Henley Trustee $0 $0
Judy P Henley Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $82.1M $13.6M $3.8M 990 990PF · obj 202503029349100515 IRS ↗
12/31/2023 $54.2M $8.6M $2.8M 990 990PF · obj 202500419349100230 IRS ↗