Nonprofit · EIN 20-7461473
CHARLES W FREES AND JEAN H FREES FOUNDATION
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $135,894 | $73,043 | $62,851 | $684,286 | $0 | $684,286 |
| February 28, 2025 | 990-PF | $69,909 | $70,307 | -$398 | $621,525 | $0 | $621,525 |
| February 29, 2024 | 990-PF | $54,797 | $67,113 | -$12,316 | $621,917 | $0 | $621,917 |
| February 28, 2023 | 990-PF | $129,401 | $134,357 | -$4,956 | $634,230 | $0 | $634,230 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $34,119
- Net gain from sales of assets
- $101,749
- Other income
- $26
Expenses
- Grants and similar amounts paid
- $53,360
- Compensation of officers, directors and key employees
- $18,191
- Disbursements for charitable purposes
- $55,179
- Excise tax on investment income
- $1,650
Balance sheet and other
- Total assets, start of year
- $621,525
- Total assets, end of year
- $684,286
- Total liabilities, end of year
- $0
- Net assets, end of year
- $684,286
- Fair market value of assets
- $1,228,035
- Qualifying distributions
- $55,179
- Net investment income
- $135,599
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $18,191 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $17,614 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $16,512 |
990-PF for the year ended February 28, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $17,717 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % US BANK NA
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-7461473
- 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
- 2008
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $684,286
- Income (IRS master file)
- $355,329
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $135,894 | $73,043 | $684,286 | XML |
| 990-PF | February 2025 | $69,909 | $70,307 | $621,525 | XML |
| 990-PF | February 2024 | $54,797 | $67,113 | $621,917 | XML |
| 990-PF | February 2023 | $129,401 | $134,357 | $634,230 | XML |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | 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 20-7461473).
Questions about CHARLES W FREES AND JEAN H FREES FOUNDATION
- What is the EIN of CHARLES W FREES AND JEAN H FREES FOUNDATION?
- The employer identification number (EIN) of CHARLES W FREES AND JEAN H FREES FOUNDATION is 20-7461473.
- Is CHARLES W FREES AND JEAN H FREES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to CHARLES W FREES AND JEAN H FREES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES W FREES AND JEAN H FREES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES W FREES AND JEAN H FREES FOUNDATION due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES W FREES AND JEAN H FREES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of CHARLES W FREES AND JEAN H FREES FOUNDATION?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $18,191 (US BANK N A, TRUSTEE).
- How much revenue does CHARLES W FREES AND JEAN H FREES FOUNDATION have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $135,894, expenses of $73,043 and total assets of $684,286 at year end.
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