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Nonprofit · EIN 72-6130398

TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON

Tax-exempt · NEW ORLEANS, LA 70139

Financials

$49K$28K2023$351K$42K2024
Revenue Expenses · by fiscal year end
Financials of TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$350,746$42,154$308,592$1,009,154$0$1,009,154
August 31, 2024990-PF$48,587$27,967$20,620$699,322$0$699,322
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$54,410
Net gain from sales of assets
$296,245
Other income
$91

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$19,004
Disbursements for charitable purposes
$5,751
Excise tax on investment income
$4,378

Balance sheet and other

Total assets, start of year
$699,322
Total assets, end of year
$1,009,154
Total liabilities, end of year
$0
Net assets, end of year
$1,009,154
Fair market value of assets
$2,350,062
Qualifying distributions
$5,751
Net investment income
$350,746

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Hancock Whitney Bank Trust Div
701 Poydras St Ste 3100, New Orleans, LA 70139
Co-Trustee0$19,004
Richard A Golden
12000 Biscayne Blvd Ste 303, Miami, FL 33181
Co-Trustee0$0
990-PF for the year ended August 31, 2024: 2 people
NameTitleHours / weekCompensation
Hancock Whitney Bank Trust Div
701 Poydras St Ste 3100, New Orleans, LA 70139
Co-Trustee0$17,526
Richard A Golden
12000 Biscayne Blvd Ste 303, Miami, FL 33181
Co-Trustee0$0

Address and contacts

Address (IRS master file)
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-6001
In care of
% WHITNEY NATIONAL BANK TTEE
Signed the 990-PF
HANCOCK WHITNEY BANK, TRUST TAX MGR
Phone
(504) 586-7421
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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
72-6130398
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
1994
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$1,009,154
Income (IRS master file)
$551,216

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$350,746$42,154$1,009,154XML
990-PFAugust 2024$48,587$27,967$699,322XML
990-PFAugust 2023–––IRS
990-PFAugust 2022–––IRS
990-PFAugust 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 72-6130398).

Questions about TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON

What is the EIN of TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON?
The employer identification number (EIN) of TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON is 72-6130398.
Is TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON file?
Form 990-PF. Private foundations file every year.
When is the next return of TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON?
The 990-PF for the year ended August 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $19,004 (Hancock Whitney Bank Trust Div, Co-Trustee).
How much revenue does TRUST FOR BENEFIT OF MAYO CLINIC UNDER WILL OF WILLIAM P THOMPSON have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $350,746, expenses of $42,154 and total assets of $1,009,154 at year end.

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