Nonprofit · EIN 47-7040229
LPR CHARITABLE TR
Also known as BARBARA HOEFT TTEE
Tax-exempt · JACKSON, WY 83001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $241,949 | $249,621 | -$7,672 | $2,358,298 | $0 | $2,358,298 |
| December 31, 2024 | 990-PF | $119,621 | $220,701 | -$101,080 | $2,365,970 | $0 | $2,365,970 |
| December 31, 2023 | 990-PF | $128,554 | $199,889 | -$71,335 | $2,473,740 | $0 | $2,473,740 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $95,727
- Net gain from sales of assets
- $105,042
- Other income
- $41,180
Expenses
- Grants and similar amounts paid
- $221,680
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $221,680
- Excise tax on investment income
- $2,420
Balance sheet and other
- Total assets, start of year
- $2,365,970
- Total assets, end of year
- $2,358,298
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,358,298
- Fair market value of assets
- $3,616,020
- Qualifying distributions
- $221,680
- Net investment income
- $200,768
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LPR FIDUCIARY MANAGEMENT LLC PO BOX 1905, JACKSON, WY 83001 | TRUSTEE | 1 | $0 |
| MICHAEL HODGES PO BOX 1905, JACKSON, WY 83001 | MANAGER | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LPR FIDUCIARY MANAGEMENT LLC PO BOX 2589, JACKSON, WY 83001 | TRUSTEE | 1 | $0 |
| MICHAEL HODGES PO BOX 2589, JACKSON, WY 83001 | MANAGER | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LPR FIDUCIARY MANAGEMENT LLC PO BOX 2589, JACKSON, WY 83001 | TRUSTEE | 1 | $0 |
| MICHAEL HODGES PO BOX 2589, JACKSON, WY 83001 | MANAGER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1905, JACKSON, WY 83001-1905
- In care of
- % WILLOW STREET FINANCIAL SERVICES
- Signed the 990-PF
- LPR FIDUCIARY MANAGEMENT LLC, TRUSTEE
- Phone
- (800) 839-1754
- Return prepared by
- MHP ADVISORY SERVICES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-7040229
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,358,298
- Income (IRS master file)
- $856,428
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $241,949 | $249,621 | $2,358,298 | IRS |
| 990-PF | December 2024 | $119,621 | $220,701 | $2,365,970 | IRS |
| 990-PF | December 2023 | $128,554 | $199,889 | $2,473,740 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 47-7040229).
Questions about LPR CHARITABLE TR
- What is the EIN of LPR CHARITABLE TR?
- The employer identification number (EIN) of LPR CHARITABLE TR is 47-7040229.
- Is LPR CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to LPR CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LPR CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LPR CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LPR CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LPR CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LPR CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $241,949, expenses of $249,621 and total assets of $2,358,298 at year end.
Other nonprofits in JACKSON
- COMMUNITY FOUNDATION OF JACKSON HOLE EIN 83-0308856 · last filed 990 for 2024
- CUMMING FOUNDATION EIN 87-0440091 · last filed 990-PF for 2024
- FUNDAMENTAL WELLBEING FOUNDATION EIN 88-2425515 · last filed 990-PF for 2026
- HUGHES CHARITABLE FOUNDATION EIN 85-3683086 · last filed 990-PF for 2025
- EMERALD GATE CHARITABLE TRUST EIN 47-6977596 · last filed 990-PF for 2024
- NEWTON FOUNDATION EIN 91-6470560 · last filed 990 for 2025
- SILVER DOLLAR FOUNDATION EIN 87-4750084 · last filed 990-PF for 2024
- GOLDEN HEART FOUNDATION EIN 87-6893402 · last filed 990-PF for 2024
All nonprofits in JACKSON · Wyoming · Philanthropy, voluntarism and grantmaking foundations