Nonprofit · EIN 63-6229301
WILLIAM BERKLEY THOMPSON CHARITABLE TR B
Tax-exempt · NEW ORLEANS, LA 70139
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $28,354 | $44,345 | -$15,991 | $575,695 | $0 | $575,695 |
| December 31, 2024 | 990-PF | $19,523 | $27,133 | -$7,610 | $591,649 | $0 | $591,649 |
| December 31, 2023 | 990-PF | $18,241 | $39,306 | -$21,065 | $598,266 | $0 | $598,266 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,019
- Net gain from sales of assets
- $7,326
- Other income
- $9
Expenses
- Grants and similar amounts paid
- $33,250
- Compensation of officers, directors and key employees
- $9,094
- Disbursements for charitable purposes
- $37,174
- Excise tax on investment income
- $297
Balance sheet and other
- Total assets, start of year
- $591,649
- Total assets, end of year
- $575,695
- Total liabilities, end of year
- $0
- Net assets, end of year
- $575,695
- Fair market value of assets
- $749,875
- Qualifying distributions
- $37,174
- Net investment income
- $28,354
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 |
|---|---|---|---|
| HANCOCK WHITNEY BANK 701 POYDRAS STREET SUITE 3100, NEW ORLEANS, LA 70139 | TRUSTEE | 1 | $9,094 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANCOCK WHITNEY BANK 701 POYDRAS STREET SUITE 3100, NEW ORLEANS, LA 70139 | TRUSTEE | 1 | $8,593 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANCOCK WHITNEY BANK 701 POYDRAS STREET SUITE 3100, NEW ORLEANS, LA 70139 | TRUSTEE | 1 | $8,142 |
Address and contacts
- Address (IRS master file)
- 701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-6001
- In care of
- % HANCOCK WHITNEY BANK TTEE
- Signed the 990-PF
- HANCOCK WHITNEY BANK, TRUST TAX MGR
- Phone
- (504) 599-2191
- Return prepared by
- KPMG 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 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
- 63-6229301
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $575,695
- Income (IRS master file)
- $37,072
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $28,354 | $44,345 | $575,695 | XML |
| 990-PF | December 2024 | $19,523 | $27,133 | $591,649 | IRS |
| 990-PF | December 2023 | $18,241 | $39,306 | $598,266 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 63-6229301).
Questions about WILLIAM BERKLEY THOMPSON CHARITABLE TR B
- What is the EIN of WILLIAM BERKLEY THOMPSON CHARITABLE TR B?
- The employer identification number (EIN) of WILLIAM BERKLEY THOMPSON CHARITABLE TR B is 63-6229301.
- Is WILLIAM BERKLEY THOMPSON CHARITABLE TR B tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does WILLIAM BERKLEY THOMPSON CHARITABLE TR B file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM BERKLEY THOMPSON CHARITABLE TR B 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 WILLIAM BERKLEY THOMPSON CHARITABLE TR B 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 WILLIAM BERKLEY THOMPSON CHARITABLE TR B?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,094 (HANCOCK WHITNEY BANK, TRUSTEE).
- How much revenue does WILLIAM BERKLEY THOMPSON CHARITABLE TR B have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,354, expenses of $44,345 and total assets of $575,695 at year end.
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