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Nonprofit · EIN 55-6101813

JAMES & ALICE TEUBERT CHARITABLE TR

Tax-exempt · HUNTINGTON, WV 25721

Financials

$1.3M$1.5M2023$1.3M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of JAMES & ALICE TEUBERT CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$1,316,492$1,426,912-$110,420$29,063,571$209,386$28,854,185
September 30, 2024990-PF$1,312,580$1,465,442-$152,862$27,392,581$39,492$27,353,089
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$696,122
Interest
$14,955
Net gain from sales of assets
$600,715
Other income
$4,700

Expenses

Grants and similar amounts paid
$1,139,229
Compensation of officers, directors and key employees
$76,413
Salaries, compensation and benefits (total)
$18,000
Disbursements for charitable purposes
$1,303,054
Excise tax on investment income
$16,624

Balance sheet and other

Total assets, start of year
$27,392,581
Total assets, end of year
$29,063,571
Total liabilities, end of year
$209,386
Net assets, end of year
$28,854,185
Fair market value of assets
$29,063,571
Qualifying distributions
$1,303,054
Net investment income
$1,311,792

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SHELLEY ADKINS
PO BOX 2131, HUNTINGTON, WV 25722
EXEC. DIR.30$51,000
JIMELLE BOWEN
PO BOX 2131, HUNTINGTON, WV 25722
EX EXEC. DIR30$25,413
DR MATTHEW A ROHRBACH
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
DINA BLOM
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
DAVID H LUNSFORD
PO BOX 2131, HUNTINGTON, WV 25722
CHAIRMAN0$0
GRANT MCGUIRE
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
AARON PREECE
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
TAYLOR HOOD
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
HEATHER MCCOMAS
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
990-PF for the year ended September 30, 2024: 8 people
NameTitleHours / weekCompensation
JIMELLE BOWEN
PO BOX 2131, HUNTINGTON, WV 25722
EX. DIRECTOR30$101,652
DR MATTHEW A ROHRBACH
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
DINA BLOM
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
DAVID H LUNSFORD
PO BOX 2131, HUNTINGTON, WV 25722
CHAIRMAN0$0
GRANT MCGUIRE
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
AARON PREECE
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
TAYLOR HOOD
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0
DETRA BANNISTER
PO BOX 2131, HUNTINGTON, WV 25722
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 2131, HUNTINGTON, WV 25721-2131
Signed the 990-PF
SHELLEY ADKINS, EXEC. DIR.
Phone
(304) 525-6637
Return prepared by
HESS STEWART & CAMPBELL PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
55-6101813
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
1987
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$29,063,571
Income (IRS master file)
$4,382,720

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$1,316,492$1,426,912$29,063,571XML
990-PFSeptember 2024$1,312,580$1,465,442$27,392,581XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––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 55-6101813).

Questions about JAMES & ALICE TEUBERT CHARITABLE TR

What is the EIN of JAMES & ALICE TEUBERT CHARITABLE TR?
The employer identification number (EIN) of JAMES & ALICE TEUBERT CHARITABLE TR is 55-6101813.
Is JAMES & ALICE TEUBERT CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to JAMES & ALICE TEUBERT CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES & ALICE TEUBERT CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES & ALICE TEUBERT CHARITABLE TR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES & ALICE TEUBERT CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of JAMES & ALICE TEUBERT CHARITABLE TR?
The 990-PF for the year ended September 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $51,000 (SHELLEY ADKINS, EXEC. DIR.).
How much revenue does JAMES & ALICE TEUBERT CHARITABLE TR have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,316,492, expenses of $1,426,912 and total assets of $29,063,571 at year end.

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