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Nonprofit · EIN 63-6077959

JAMES M HOFFMAN SCHOLARSHIP TRUST

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$3K$10K2022$7K$11K2023$9K$15K2024
Revenue Expenses · by fiscal year end
Financials of JAMES M HOFFMAN SCHOLARSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$8,807$14,540-$5,733$124,499$0$124,499
September 30, 2024990-PF$6,838$10,698-$3,860$130,261$0$130,261
September 30, 2023990-PF$2,537$10,248-$7,711$128,781$0$128,781
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$4,426
Net gain from sales of assets
$4,381

Expenses

Grants and similar amounts paid
$9,500
Compensation of officers, directors and key employees
$2,152
Disbursements for charitable purposes
$12,234
Excise tax on investment income
$92

Balance sheet and other

Total assets, start of year
$130,261
Total assets, end of year
$124,499
Total liabilities, end of year
$0
Net assets, end of year
$124,499
Fair market value of assets
$158,054
Qualifying distributions
$12,234
Net investment income
$8,807

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$2,152
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5, WINSTONSALEM, NC 27101
TRUSTEE1$2,800
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$2,748

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WACHOVIA BANK
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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
63-6077959
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
1972
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$124,499
Income (IRS master file)
$39,983

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$8,807$14,540$124,499XML
990-PFSeptember 2024$6,838$10,698$130,261XML
990-PFSeptember 2023$2,537$10,248$128,781XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 63-6077959).

Questions about JAMES M HOFFMAN SCHOLARSHIP TRUST

What is the EIN of JAMES M HOFFMAN SCHOLARSHIP TRUST?
The employer identification number (EIN) of JAMES M HOFFMAN SCHOLARSHIP TRUST is 63-6077959.
Is JAMES M HOFFMAN SCHOLARSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to JAMES M HOFFMAN SCHOLARSHIP TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES M HOFFMAN SCHOLARSHIP TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES M HOFFMAN SCHOLARSHIP TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES M HOFFMAN SCHOLARSHIP TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of JAMES M HOFFMAN SCHOLARSHIP TRUST?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,152 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does JAMES M HOFFMAN SCHOLARSHIP TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $8,807, expenses of $14,540 and total assets of $124,499 at year end.

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