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Nonprofit · EIN 59-7276551

LEWIS HUMPHREYS CHARITABLE TRUST

Also known as 50-16-101-1279728

Tax-exempt · DALLAS, TX 75265

Financials

$9.7M$7.2M2024
Revenue Expenses · by fiscal year end
Financials of LEWIS HUMPHREYS CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$9,691,880$7,222,024$2,469,856$102,299,396$0$102,299,396
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$2,516,498
Net rental income
$72,763
Net gain from sales of assets
$6,236,724
Other income
$854,143

Expenses

Grants and similar amounts paid
$6,220,800
Compensation of officers, directors and key employees
$544,352
Disbursements for charitable purposes
$6,439,741
Excise tax on investment income
$124,541

Balance sheet and other

Total assets, start of year
$99,406,106
Total assets, end of year
$102,299,396
Total liabilities, end of year
$0
Net assets, end of year
$102,299,396
Fair market value of assets
$137,849,196
Qualifying distributions
$6,439,741
Net investment income
$9,642,373

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
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$544,352

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA N A TTEE
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
59-7276551
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
September
Files
Form 990-PF
Assets (IRS master file)
$102,299,396
Income (IRS master file)
$34,753,396

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025–––IRS
990-PFSeptember 2024$6,699,347$7,304,837$99,406,106IRS
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about LEWIS HUMPHREYS CHARITABLE TRUST

What is the EIN of LEWIS HUMPHREYS CHARITABLE TRUST?
The employer identification number (EIN) of LEWIS HUMPHREYS CHARITABLE TRUST is 59-7276551.
Is LEWIS HUMPHREYS CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to LEWIS HUMPHREYS CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEWIS HUMPHREYS CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LEWIS HUMPHREYS CHARITABLE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEWIS HUMPHREYS CHARITABLE TRUST 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 LEWIS HUMPHREYS CHARITABLE TRUST?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $544,352 (BANK OF AMERICA, TRUSTEE).
How much revenue does LEWIS HUMPHREYS CHARITABLE TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $9,691,880, expenses of $7,222,024 and total assets of $102,299,396 at year end.

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