Nonprofit · EIN 74-6061381
HUMPHREYS FOUNDATION
Tax-exempt · LIBERTY, TX 77575
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $2,317,137 | $1,979,769 | $337,368 | $16,156,928 | $6,062 | $16,150,866 |
| September 30, 2024 | 990-PF | $1,140,467 | $1,997,394 | -$856,927 | $15,844,312 | $0 | $15,844,312 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $546,459
- Interest
- $4,375
- Net rental income
- $649
- Net gain from sales of assets
- $1,672,073
- Other income
- $94,230
Expenses
- Grants and similar amounts paid
- $1,832,500
- Compensation of officers, directors and key employees
- $36,000
- Disbursements for charitable purposes
- $1,879,316
- Excise tax on investment income
- $30,812
Balance sheet and other
- Total assets, start of year
- $15,844,312
- Total assets, end of year
- $16,156,928
- Total liabilities, end of year
- $6,062
- Net assets, end of year
- $16,150,866
- Fair market value of assets
- $49,952,211
- Qualifying distributions
- $1,879,316
- Net investment income
- $2,317,137
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA BERTMAN PO BOX 572071, HOUSTON, TX 77257 | P | 6 | $36,000 |
| JEFF PAINE 3645 PIPING ROCK, HOUSTON, TX 77056 | VP, T | 0 | $0 |
| PHILIP B CARSON 3701 KIRBY DR, HOUSTON, TX 77098 | VP, S | 0 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA BERTMAN PO BOX 572071, HOUSTON, TX 77257 | P | 6 | $36,000 |
| JEFF PAINE 3645 PIPING ROCK, HOUSTON, TX 77056 | VP, T | 0 | $0 |
| PHILIP B CARSON 3701 KIRBY DR, HOUSTON, TX 77098 | VP, S | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 550, LIBERTY, TX 77575-0550
- In care of
- % DORIS PETERS
- Signed the 990-PF
- Linda Bertman, President
- Phone
- (936) 336-3321
- Return prepared by
- Michael Craig Vansau CPA 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 74-6061381
- 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
- 1959
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $16,156,928
- Income (IRS master file)
- $2,957,639
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $1,761,334 | $1,795,454 | $16,715,626 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 HUMPHREYS FOUNDATION
- What is the EIN of HUMPHREYS FOUNDATION?
- The employer identification number (EIN) of HUMPHREYS FOUNDATION is 74-6061381.
- Is HUMPHREYS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to HUMPHREYS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HUMPHREYS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HUMPHREYS FOUNDATION 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 HUMPHREYS FOUNDATION 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 HUMPHREYS FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $36,000 (LINDA BERTMAN, P).
- How much revenue does HUMPHREYS FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $2,317,137, expenses of $1,979,769 and total assets of $16,156,928 at year end.
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