Nonprofit · EIN 59-6122859
JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $38,477 | $47,902 | -$9,425 | $798,322 | $0 | $798,322 |
| October 31, 2024 | 990-PF | $27,137 | $49,507 | -$22,370 | $807,639 | $0 | $807,639 |
| October 31, 2023 | 990-PF | $15,979 | $34,598 | -$18,619 | $829,920 | $0 | $829,920 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $27,529
- Net gain from sales of assets
- $10,948
Expenses
- Grants and similar amounts paid
- $42,000
- Compensation of officers, directors and key employees
- $3,831
- Disbursements for charitable purposes
- $44,534
- Excise tax on investment income
- $493
Balance sheet and other
- Total assets, start of year
- $807,639
- Total assets, end of year
- $798,322
- Total liabilities, end of year
- $0
- Net assets, end of year
- $798,322
- Fair market value of assets
- $995,357
- Qualifying distributions
- $44,534
- Net investment income
- $38,477
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 October 31, 2025, 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 | $3,831 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $3,899 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $3,409 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WACHOVIA BANK NA
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (888) 730-4933
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 59-6122859
- 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
- 1963
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $798,322
- Income (IRS master file)
- $165,053
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $38,477 | $47,902 | $798,322 | XML |
| 990-PF | October 2024 | $27,137 | $49,507 | $807,639 | XML |
| 990-PF | October 2023 | $15,979 | $34,598 | $829,920 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 59-6122859).
Questions about JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST
- What is the EIN of JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST?
- The employer identification number (EIN) of JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST is 59-6122859.
- Is JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,831 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does JACK PHINIZY EDUCATIONAL & CHARITABLE FOUNDATION TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $38,477, expenses of $47,902 and total assets of $798,322 at year end.
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