Nonprofit · EIN 02-0762991
JAMES I PERKINS FAMILY FOUNDATION
Tax-exempt · TYLER, TX 75711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,234,637 | $1,671,030 | $563,607 | $40,652,718 | $0 | $40,652,718 |
| December 31, 2024 | 990-PF | $2,036,659 | $2,354,088 | -$317,429 | $37,949,037 | $0 | $37,949,037 |
| December 31, 2023 | 990-PF | $2,801,331 | $1,688,079 | $1,113,252 | $35,906,914 | $0 | $35,906,914 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,210,000
- Dividends
- $281,065
- Interest
- $327,925
- Net gain from sales of assets
- $415,647
Expenses
- Grants and similar amounts paid
- $1,483,731
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $1,557,151
- Excise tax on investment income
- $12,799
Balance sheet and other
- Total assets, start of year
- $37,949,037
- Total assets, end of year
- $40,652,718
- Total liabilities, end of year
- $0
- Net assets, end of year
- $40,652,718
- Fair market value of assets
- $40,631,154
- Qualifying distributions
- $1,557,151
- Net investment income
- $1,024,637
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 |
|---|---|---|---|
| KIM LUNA PO BOX 9339, TYLER, TX 75711 | Sec & TREASURER | 4 | $35,000 |
| CORY BEASLEY PO BOX 9339, TYLER, TX 75711 | Director | 4 | $25,000 |
| JAMES I PERKINS PO BOX 9339, TYLER, TX 75711 | President | 1 | $0 |
| JAMES I PERKINS JR PO BOX 9339, TYLER, TX 75711 | Director | 1 | $0 |
| LAURA C PERKINS FONVILLE PO BOX 9339, TYLER, TX 75711 | Director | 1 | $0 |
| MARGARET H PERKINS PO BOX 9339, TYLER, TX 75711 | Vice President | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM LUNA PO BOX 9339, TYLER, TX 75711 | Sec & TREASURER | 4 | $20,000 |
| CORY BEASLEY PO BOX 9339, TYLER, TX 75711 | Director | 4 | $20,000 |
| JAMES I PERKINS PO BOX 9339, TYLER, TX 75711 | President | 1 | $0 |
| JAMES I PERKINS JR PO BOX 9339, TYLER, TX 75711 | Director | 1 | $0 |
| LAURA C PERKINS FONVILLE PO BOX 9339, TYLER, TX 75711 | Director | 1 | $0 |
| MARGARET H PERKINS PO BOX 9339, TYLER, TX 75711 | Vice President | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM LUNA PO BOX 9339, TYLER, TX 75711 | Sec & TREASURER | 4 | $20,000 |
| CORY BEASLEY PO BOX 9339, TYLER, TX 75711 | Director | 4 | $20,000 |
| JAMES I PERKINS PO BOX 9339, TYLER, TX 75711 | President | 1 | $0 |
| JAMES I PERKINS JR PO BOX 9339, TYLER, TX 75711 | Director | 1 | $0 |
| LAURA C PERKINS FONVILLE PO BOX 9339, TYLER, TX 75711 | Director | 1 | $0 |
| MARGARET H PERKINS PO BOX 9339, TYLER, TX 75711 | Vice President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9339, TYLER, TX 75711-9339
- In care of
- % JAMES I PERKINS
- Signed the 990-PF
- JAMES I PERKINS, President
- Phone
- (903) 683-2277
- Return prepared by
- HENRY & PETERS PC
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
- 02-0762991
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $40,652,718
- Income (IRS master file)
- $3,979,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,234,637 | $1,671,030 | $40,652,718 | XML |
| 990-PF | December 2024 | $2,036,659 | $2,354,088 | $37,949,037 | IRS |
| 990-PF | December 2023 | $2,801,331 | $1,688,079 | $35,906,914 | 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 02-0762991).
Questions about JAMES I PERKINS FAMILY FOUNDATION
- What is the EIN of JAMES I PERKINS FAMILY FOUNDATION?
- The employer identification number (EIN) of JAMES I PERKINS FAMILY FOUNDATION is 02-0762991.
- Is JAMES I PERKINS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to JAMES I PERKINS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES I PERKINS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES I PERKINS FAMILY FOUNDATION 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 JAMES I PERKINS FAMILY FOUNDATION 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 JAMES I PERKINS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 2 received compensation from the organization, the highest $35,000 (KIM LUNA, Sec & TREASURER).
- How much revenue does JAMES I PERKINS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,234,637, expenses of $1,671,030 and total assets of $40,652,718 at year end.
Other nonprofits in TYLER
- HEALTH FOUNDATION OF EAST TEXAS EIN 75-2695524 · last filed 990-PF for 2025
- EAST TEXAS COMMUNTIES FOUNDATION INC EIN 75-2309138 · last filed 990 for 2024
- THE CALDWELL FOUNDATION EIN 75-6004080 · last filed 990-PF for 2024
- DEW FOUNDATION EIN 26-2169255 · last filed 990-PF for 2024
- BEN AND MAYTEE FISCH FOUNDATION EIN 75-2732192 · last filed 990-PF for 2024
- BERNARD FOUNDATION EIN 20-8907660 · last filed 990-PF for 2025
- CLEMENTS FAMILY FOUNDATION EIN 26-1770695 · last filed 990-PF for 2025
- UNITED WAY OF TYLER-SMITH COUNTY EIN 75-0957331 · last filed 990 for 2025
All nonprofits in TYLER · Texas · Philanthropy, voluntarism and grantmaking foundations