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Nonprofit · EIN 37-1588721

FRED AND NANCY BRUMLEY FDN

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$485K$276K2023$137K$290K2024
Revenue Expenses · by fiscal year end
Financials of FRED AND NANCY BRUMLEY FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$136,613$289,805-$153,192$4,281,366$0$4,281,366
December 31, 2023990-PF$485,307$275,589$209,718$4,432,687$0$4,432,687
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$138,023
Net gain from sales of assets
-$1,410

Expenses

Grants and similar amounts paid
$215,000
Compensation of officers, directors and key employees
$50,130
Disbursements for charitable purposes
$233,970
Excise tax on investment income
$1,279

Balance sheet and other

Total assets, start of year
$4,432,687
Total assets, end of year
$4,281,366
Total liabilities, end of year
$0
Net assets, end of year
$4,281,366
Fair market value of assets
$5,275,301
Qualifying distributions
$233,970
Net investment income
$137,256

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$50,130
RON MARTIN
100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101
CO-TRUSTEE1$0
TONY ORSBORN
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
CO-TRUSTEE1$0
REV THOMAS TATE
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
CO-TRUSTEE1$0
ANDY MARTIN
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$46,465
RON MARTIN
100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101
CO-TRUSTEE1$0
TONY ORSBORN
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
CO-TRUSTEE1$0
REV THOMAS TATE
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
CO-TRUSTEE1$0
ANDY MARTIN
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WACHOVIA BANK NATIONAL ASSOCIATIO
Signed the 990-PF
-, TRUSTEE
Phone
(800) 352-3705
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
37-1588721
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,281,366
Income (IRS master file)
$1,947,536

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$136,613$289,805$4,281,366IRS
990-PFDecember 2023$485,307$275,589$4,432,687XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 37-1588721).

Questions about FRED AND NANCY BRUMLEY FDN

What is the EIN of FRED AND NANCY BRUMLEY FDN?
The employer identification number (EIN) of FRED AND NANCY BRUMLEY FDN is 37-1588721.
Is FRED AND NANCY BRUMLEY FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to FRED AND NANCY BRUMLEY FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRED AND NANCY BRUMLEY FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of FRED AND NANCY BRUMLEY FDN due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRED AND NANCY BRUMLEY FDN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of FRED AND NANCY BRUMLEY FDN?
The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $50,130 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does FRED AND NANCY BRUMLEY FDN have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $136,613, expenses of $289,805 and total assets of $4,281,366 at year end.

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