Nonprofit · EIN 51-0246157
SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $170,182 | $127,353 | $42,829 | $1,588,828 | $0 | $1,588,828 |
| December 31, 2024 | 990-PF | $98,737 | $120,312 | -$21,575 | $1,547,704 | $0 | $1,547,704 |
| December 31, 2023 | 990-PF | $90,030 | $118,929 | -$28,899 | $1,569,292 | $0 | $1,569,292 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $67,735
- Net gain from sales of assets
- $102,418
- Other income
- $29
Expenses
- Grants and similar amounts paid
- $91,260
- Compensation of officers, directors and key employees
- $32,596
- Disbursements for charitable purposes
- $96,020
- Excise tax on investment income
- $1,920
Balance sheet and other
- Total assets, start of year
- $1,547,704
- Total assets, end of year
- $1,588,828
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,588,828
- Fair market value of assets
- $2,154,311
- Qualifying distributions
- $96,020
- Net investment income
- $168,416
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 |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $32,596 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $31,392 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $28,630 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % TRUST TAX SERVICES
- 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 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
- 51-0246157
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,588,828
- Income (IRS master file)
- $733,396
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $170,182 | $127,353 | $1,588,828 | IRS |
| 990-PF | December 2024 | $98,737 | $120,312 | $1,547,704 | IRS |
| 990-PF | December 2023 | $90,030 | $118,929 | $1,569,292 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 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 51-0246157).
Questions about SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420
- What is the EIN of SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420?
- The employer identification number (EIN) of SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420 is 51-0246157.
- Is SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420 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 SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420 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 SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $32,596 (US BANK N A, TRUSTEE).
- How much revenue does SAM & MARTHA MCKELVIE FOUNDATION T U W 58041420 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $170,182, expenses of $127,353 and total assets of $1,588,828 at year end.
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