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Nonprofit · EIN 72-6099158

BEHL TRUST UW FOR BEREA COLLEGE

Tax-exempt · NEW ORLEANS, LA 70139

Financials

$26K$34K2023$49K$83K2024$38K$48K2025
Revenue Expenses · by fiscal year end
Financials of BEHL TRUST UW FOR BEREA COLLEGE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$38,013$47,797-$9,784$377,012$0$377,012
December 31, 2024990-PF$49,365$82,753-$33,388$386,563$0$386,563
December 31, 2023990-PF (amended)$26,057$33,625-$7,568$420,043$0$420,043
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$28,760
Net gain from sales of assets
$9,253

Expenses

Grants and similar amounts paid
$38,173
Compensation of officers, directors and key employees
$7,126
Disbursements for charitable purposes
$41,155
Excise tax on investment income
$448

Balance sheet and other

Total assets, start of year
$386,563
Total assets, end of year
$377,012
Total liabilities, end of year
$0
Net assets, end of year
$377,012
Fair market value of assets
$790,911
Qualifying distributions
$41,155
Net investment income
$38,013

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.

NameTitleHours / weekCompensation
HANCOCK WHITNEY BANK
701 POYDRAS STREET SUITE 3100, NEW ORLEANS, LA 70139
CO-TRUSTEE1$6,252
GREGORY SCOTT ERWIN
16828 AMBERWOOD DRIVE, BATON ROUGE, LA 70810
CO-TRUSTEE1$874
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
HANCOCK WHITNEY BANK
701 POYDRAS STREET SUITE 3100, NEW ORLEANS, LA 70139
CO-TRUSTEE1$6,258
GREGORY SCOTT ERWIN
16828 AMBERWOOD DRIVE, BATON ROUGE, LA 70810
CO-TRUSTEE1$1,379
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
GREGORY SCOTT ERWIN
16828 AMBERWOOD DRIVE, BATON ROUGE, LA 70810
CO-TRUSTEE1$5,940
HANCOCK WHITNEY BANK
701 POYDRAS STREET SUITE 3100, NEW ORLEANS, LA 70139
CO-TRUSTEE1$1,425

Address and contacts

Address (IRS master file)
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-6001
In care of
% HANCOCK WHITNEY BANK VP TTEE
Signed the 990-PF
HANCOCK WHITNEY BANK, TRUST TAX MGR
Phone
(504) 599-2191
Return prepared by
KPMG 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
72-6099158
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$377,012
Income (IRS master file)
$88,276

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$38,013$47,797$377,012IRS
990-PFDecember 2024$49,365$82,753$386,563IRS
990-PFDecember 2023$26,057$33,625$420,043IRS
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 72-6099158).

Questions about BEHL TRUST UW FOR BEREA COLLEGE

What is the EIN of BEHL TRUST UW FOR BEREA COLLEGE?
The employer identification number (EIN) of BEHL TRUST UW FOR BEREA COLLEGE is 72-6099158.
Is BEHL TRUST UW FOR BEREA COLLEGE tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does BEHL TRUST UW FOR BEREA COLLEGE file?
Form 990-PF. Private foundations file every year.
When is the next return of BEHL TRUST UW FOR BEREA COLLEGE 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 BEHL TRUST UW FOR BEREA COLLEGE 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 BEHL TRUST UW FOR BEREA COLLEGE?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $6,252 (HANCOCK WHITNEY BANK, CO-TRUSTEE).
How much revenue does BEHL TRUST UW FOR BEREA COLLEGE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,013, expenses of $47,797 and total assets of $377,012 at year end.

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