Nonprofit · EIN 41-6263553
JAMES DANIEL HUMPHREY FOUNDATION
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $3,004,326 | $2,025,919 | $978,407 | $24,416,399 | $0 | $24,416,399 |
| March 31, 2025 | 990-PF | $2,625,039 | $1,897,796 | $727,243 | $23,428,378 | $0 | $23,428,378 |
| March 31, 2024 | 990-PF | $1,725,388 | $1,877,139 | -$151,751 | $22,696,718 | $0 | $22,696,718 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $1,005,448
- Net gain from sales of assets
- $1,998,878
Expenses
- Grants and similar amounts paid
- $1,700,000
- Compensation of officers, directors and key employees
- $200,628
- Disbursements for charitable purposes
- $1,744,157
- Excise tax on investment income
- $38,464
Balance sheet and other
- Total assets, start of year
- $23,428,378
- Total assets, end of year
- $24,416,399
- Total liabilities, end of year
- $0
- Net assets, end of year
- $24,416,399
- Fair market value of assets
- $48,017,931
- Qualifying distributions
- $1,744,157
- Net investment income
- $3,004,326
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 |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $171,295 |
| MARVIN J PERTZIK 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $29,333 |
990-PF for the year ended March 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $198,078 |
| MARVIN J PERTZIK 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $32,000 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $182,964 |
| MARVIN J PERTZIK 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | CO-TRUSTEE | 1 | $40,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % NORWEST BANK MNPLS TTEE
- Signed the 990-PF
- -, Co-Trustee
- Phone
- (612) 667-3052
- Return prepared by
- PWC US TAX LLP
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
- 41-6263553
- 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
- 1997
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50J)
- Assets (IRS master file)
- $24,416,399
- Income (IRS master file)
- $6,203,987
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $3,004,326 | $2,025,919 | $24,416,399 | XML |
| 990-PF | March 2025 | $2,625,039 | $1,897,796 | $23,428,378 | XML |
| 990-PF | March 2024 | $1,725,388 | $1,877,139 | $22,696,718 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 41-6263553).
Questions about JAMES DANIEL HUMPHREY FOUNDATION
- What is the EIN of JAMES DANIEL HUMPHREY FOUNDATION?
- The employer identification number (EIN) of JAMES DANIEL HUMPHREY FOUNDATION is 41-6263553.
- Is JAMES DANIEL HUMPHREY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JAMES DANIEL HUMPHREY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES DANIEL HUMPHREY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES DANIEL HUMPHREY FOUNDATION 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 JAMES DANIEL HUMPHREY FOUNDATION 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 JAMES DANIEL HUMPHREY FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 2 people; 2 received compensation from the organization, the highest $171,295 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does JAMES DANIEL HUMPHREY FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $3,004,326, expenses of $2,025,919 and total assets of $24,416,399 at year end.
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