Nonprofit · EIN 94-6569368
JAMISON HANDY TR 12132122 06-01-84
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $123,108 | $100,658 | $22,450 | $859,392 | $0 | $859,392 |
| October 31, 2024 | 990-PF | $37,741 | $90,670 | -$52,929 | $836,943 | $0 | $836,943 |
| October 31, 2023 | 990-PF | $37,351 | $89,638 | -$52,287 | $889,871 | $0 | $889,871 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $44,494
- Net gain from sales of assets
- $78,196
- Other income
- $418
Expenses
- Grants and similar amounts paid
- $69,659
- Compensation of officers, directors and key employees
- $30,115
- Disbursements for charitable purposes
- $73,195
- Excise tax on investment income
- $1,327
Balance sheet and other
- Total assets, start of year
- $836,943
- Total assets, end of year
- $859,392
- Total liabilities, end of year
- $0
- Net assets, end of year
- $859,392
- Fair market value of assets
- $1,747,146
- Qualifying distributions
- $73,195
- Net investment income
- $122,765
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $26,115 |
| BARCLAY J TULLIS 1795 GUINDA STREET, PALO ALTO, CA 943032947 | CO-TRUSTEE | 20 | $2,000 |
| PHILLIP CAMPBELL 1970 BROADWAY SUITE 625, OAKLAND, CA 94612 | CO-TRUSTEE | 20 | $2,000 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | CO-TRUSTEE | 1 | $23,536 |
| BARCLAY J TULLIS 1795 GUINDA STREET, PALO ALTO, CA 943032947 | CO-TRUSTEE | 20 | $2,000 |
| PHILLIP CAMPBELL 1970 BROADWAY SUITE 625, OAKLAND, CA 94612 | CO-TRUSTEE | 20 | $2,000 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | CO-TRUSTEE | 1 | $22,306 |
| BARCLAY J TULLIS 1795 GUINDA STREET, PALO ALTO, CA 943032947 | CO-TRUSTEE | 20 | $1,500 |
| PHILLIP CAMPBELL 1970 BROADWAY SUITE 625, OAKLAND, CA 94612 | CO-TRUSTEE | 20 | $1,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 94-6569368
- 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
- 1985
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $859,392
- Income (IRS master file)
- $129,737
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $123,108 | $100,658 | $859,392 | XML |
| 990-PF | October 2024 | $37,741 | $90,670 | $836,943 | XML |
| 990-PF | October 2023 | $37,351 | $89,638 | $889,871 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 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 94-6569368).
Questions about JAMISON HANDY TR 12132122 06-01-84
- What is the EIN of JAMISON HANDY TR 12132122 06-01-84?
- The employer identification number (EIN) of JAMISON HANDY TR 12132122 06-01-84 is 94-6569368.
- Is JAMISON HANDY TR 12132122 06-01-84 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to JAMISON HANDY TR 12132122 06-01-84 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMISON HANDY TR 12132122 06-01-84 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMISON HANDY TR 12132122 06-01-84 due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMISON HANDY TR 12132122 06-01-84 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of JAMISON HANDY TR 12132122 06-01-84?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $26,115 (US BANK N A, TRUSTEE).
- How much revenue does JAMISON HANDY TR 12132122 06-01-84 have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $123,108, expenses of $100,658 and total assets of $859,392 at year end.
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