Nonprofit · EIN 41-1312086
JIM & YVONNE SEXTON FAMILY FOUNDATION
Tax-exempt · LORETTO, MN 55357
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $1,890,267 | $1,115,868 | $774,399 | $7,896,722 | $0 | $7,896,722 |
| November 30, 2024 | 990-PF | $477,077 | $806,275 | -$329,198 | $7,122,323 | $0 | $7,122,323 |
| November 30, 2023 | 990-PF | $274,265 | $844,711 | -$570,446 | $7,451,521 | $0 | $7,451,521 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $301,229
- Interest
- $450
- Net gain from sales of assets
- $1,588,588
Expenses
- Grants and similar amounts paid
- $1,105,000
- Disbursements for charitable purposes
- $1,105,000
- Excise tax on investment income
- $26,275
Balance sheet and other
- Total assets, start of year
- $7,122,323
- Total assets, end of year
- $7,896,722
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,896,722
- Fair market value of assets
- $21,899,236
- Qualifying distributions
- $1,105,000
- Net investment income
- $1,890,267
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas P Sexton 8246 Yuma Court North, Maple Grove, MN 55311 | Vice-President of Investments | 1 | $0 |
| Steven J Sexton 3575 Tuxedo Road, Minnetrista, MN 55364 | Treasurer | 1 | $0 |
| Cynthia J Halverson 5890 Town Hall Dr, Loretto, MN 55357 | President | 1 | $0 |
| Gerald D Sexton 18893 86th Place North, Maple Grove, MN 55311 | Secretary | 1 | $0 |
990-PF for the year ended November 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas P Sexton 8246 Yuma Court North, Maple Grove, MN 55311 | Vice-President of Investments | 1 | $0 |
| Steven J Sexton 3575 Tuxedo Road, Minnetrista, MN 55364 | Treasurer | 1 | $0 |
| Cynthia J Halverson 5890 Town Hall Dr, Loretto, MN 55357 | President | 1 | $0 |
| Gerald D Sexton 18893 86th Place North, Maple Grove, MN 55311 | Secretary | 1 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas P Sexton 8246 Yuma Court North, Maple Grove, MN 55311 | Vice-President of Investments | 1 | $0 |
| Steven J Sexton 3575 Tuxedo Road, Minnetrista, MN 55364 | Treasurer | 1 | $0 |
| Cynthia J Halverson 5890 Town Hall Dr, Loretto, MN 55357 | President | 1 | $0 |
| Gerald D Sexton 18893 86th Place North, Maple Grove, MN 55311 | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5890 TOWN HALL DR, LORETTO, MN 55357-4590
- In care of
- % STEVEN SEXTON
- Signed the 990-PF
- STEVEN SEXTON, Treasurer
- Phone
- (763) 249-5502
- Return prepared by
- Phillip James Consulting Company
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-1312086
- 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
- 1978
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,896,722
- Income (IRS master file)
- $2,752,279
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $1,890,267 | $1,115,868 | $7,896,722 | XML |
| 990-PF | November 2024 | $477,077 | $806,275 | $7,122,323 | XML |
| 990-PF | November 2023 | $274,265 | $844,711 | $7,451,521 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 41-1312086).
Questions about JIM & YVONNE SEXTON FAMILY FOUNDATION
- What is the EIN of JIM & YVONNE SEXTON FAMILY FOUNDATION?
- The employer identification number (EIN) of JIM & YVONNE SEXTON FAMILY FOUNDATION is 41-1312086.
- Is JIM & YVONNE SEXTON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to JIM & YVONNE SEXTON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JIM & YVONNE SEXTON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JIM & YVONNE SEXTON FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JIM & YVONNE SEXTON FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of JIM & YVONNE SEXTON FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JIM & YVONNE SEXTON FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,890,267, expenses of $1,115,868 and total assets of $7,896,722 at year end.
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