James Daniel Humphrey Foundation Wells Fargo
The James Daniel Humphrey Foundation Wells Fargo is a private foundation based in Saint Louis, Missouri. Its 2026 filing reports 24 grants totaling $1,700,000, with grants supporting organizations including colleges, schools, churches, and social-service organizations.
James Daniel Humphrey Foundation Wells Fargo at a glance
In short: James Daniel Humphrey Foundation Wells Fargo gave $1.7M across 24 grants in 2026 (avg $71K), top state Minnesota. 0% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $1,700,000
- +6.3% vs 2025
- Grants made (2026)
- 24
- +0.0% vs 2025
- Average grant
- $70,833
- +6.2% vs 2025
- Median grant
- $85,000
- Total assets
- $24,416,399
- +4.2% vs 2025
- New grantees (estimate)
- 0% first-time grantees (0 of 24, 2026; small sample)
- Primary geography
- Minnesota (48% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to James Daniel Humphrey Foundation Wells Fargo
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 505 Mac H0006-092, Saint Louis, MO 63166
Phone: (612) 667-3052
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who James Daniel Humphrey Foundation Wells Fargo funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was The First Church of Christ Scientist ($128K). Together the top 10 received $893K.
Grant Size Distribution
122 grants across all recorded years
The most common grant size was in the $50–100K range: 72 grants of 122 (59%).
Geographic Focus
Where this funder awards grants
The 2026 grant dollars were distributed among recipients in multiple states. The largest reported shares went to Minnesota (48%), Massachusetts (10%), and Missouri, New York, and California (8% each).
Grant Distribution by State
Share of 2026 grant dollars across all 24 itemized grants.
States
Cities
Is James Daniel Humphrey Foundation Wells Fargo open to new grantees?
0%
first-time grantees, 2026
In 2026, 0 of 24 grantees (0%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. How we count
- 100% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+6%). Method
- In 2026 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $1.6M (2020) to $1.7M (2026). In 2026 it made 24 grants totaling $1.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The First Church of Christ Scientist Boston, MA | General Operating | $127,500 |
| Bennington College Bennington, VT | General Operating | $85,000 |
| Vassar College Poughkeepsie, NY | General Operating | $85,000 |
| Princeton University Princeton, NJ | General Operating | $85,000 |
| Childrens Home Society & FMLY Serv Saint Paul, MN | General Operating | $85,000 |
| The House of Hope Presbyterian Ch St. Paul, MN | General Operating | $85,000 |
| Carleton College Northfield, MN | General Operating | $85,000 |
| Wayzata Community Church Wayzata, MN | General Operating | $85,000 |
| St Paul Academy and Summit School Saint Paul, MN | General Operating | $85,000 |
| The Presbyterian Homes Incorporated Roseville, MN | General Operating | $85,000 |
Ready to take the next step with James Daniel Humphrey Foundation Wells Fargo?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $24,416,399 | $3,004,326 | $2,025,919 | $1,700,000 | 24 | $1,744,157 | $2,767,179 | $2,226,746 |
| 2025 | $23,428,378 | $2,625,039 | $1,897,796 | $1,600,000 | 24 | $1,647,028 | $2,403,200 | $2,019,615 |
| 2024 | $22,696,718 | $1,725,388 | $1,877,139 | $1,600,000 | 25 | $1,624,309 | $1,495,321 | $1,808,426 |
| 2023 | $22,858,604 | $1,421,147 | $1,842,578 | $1,600,000 | 25 | $1,621,361 | $1,199,931 | $1,755,253 |
| 2022 | $23,283,782 | $2,678,768 | $1,917,199 | $1,600,000 | 24 | $1,624,615 | $2,426,798 | $2,066,593 |
| 2021 | $22,528,833 | $1,159,372 | $1,886,714 | $1,600,000 | 24 | — | $968,785 | $1,764,818 |
| 2020 | $23,256,107 | $1,562,521 | $1,844,482 | $1,600,000 | 24 | — | $1,358,301 | $1,701,406 |
Under IRS private-foundation payout rules, James Daniel Humphrey Foundation Wells Fargo reported a distributable amount of $2.2M for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2026 grants show support for educational institutions, religious organizations, and social-service organizations. The grantees describe their own work in varied ways: the Social Service League of La Jolla says it provides apartments, meals, and social experiences for seniors with very limited incomes; St. Paul Academy and Summit School describes itself as an independent college preparatory school; and Greater Twin Cities United Way says it responds to community needs in the greater Twin Cities region.
Grantmaking
In filing year 2026, the foundation reported 24 grants totaling $1,700,000. Grant amounts ranged from $42,500 to $127,500, with a median of $85,000. In 2025, it reported 24 grants totaling $1,600,000; in 2024, it reported 25 grants totaling $1,600,000.
Among the 2026 grants, The First Church of Christ Scientist in Boston received $127,500 for general operating support. Grants of $85,000 included awards to Bennington College, Vassar College, Princeton University, Children’s Home Society & Family Services, the House of Hope Presbyterian Church, Carleton College, Wayzata Community Church, St. Paul Academy and Summit School, the Presbyterian Homes Incorporated, and The Mary Institute, generally for general operating purposes. Greater Twin Cities United Way received $85,000 for general support. The Social Service League of La Jolla also received $85,000, and the YMCA of San Diego County received $42,500.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Marvin J. Pertzik as co-trustee and Wells Fargo Bank N.A. as trustee.
James Daniel Humphrey Foundation Wells Fargo's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.
Officers on the 2026 filing
Marvin J. Pertzik
Co-Trustee
Trustee → Co-Trustee, 2021
On filings since 2020
1 hr/week
$32K (2020) → $29K (2026)
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$178K (2021) → $171K (2026)
Former officers (1)
- Former: Wells Fargo Na Dba Abbot Downing (2020) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $171K, to Wells Fargo Bank N a (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about James Daniel Humphrey Foundation Wells Fargo
How much does James Daniel Humphrey Foundation Wells Fargo give each year?
James Daniel Humphrey Foundation Wells Fargo gave $1.7M across 24 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $1.6M across 24 grants.
What is James Daniel Humphrey Foundation Wells Fargo's typical grant size?
James Daniel Humphrey Foundation Wells Fargo's median grant in 2026 was $85,000, and its average grant was $70,833, across 24 grants on its 2026 IRS Form 990-PF.
Where does James Daniel Humphrey Foundation Wells Fargo give grants?
James Daniel Humphrey Foundation Wells Fargo's top state is Minnesota, with 48% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were Massachusetts (10%) and Missouri (8%). The most frequent recipient cities were Saint Paul, MN (4 grants) and Minneapolis, MN (2 grants).
Does James Daniel Humphrey Foundation Wells Fargo give general operating support?
Yes: 100% of James Daniel Humphrey Foundation Wells Fargo's 2026 grants with a stated purpose (24 of 24) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are James Daniel Humphrey Foundation Wells Fargo's largest grantees?
James Daniel Humphrey Foundation Wells Fargo's largest 2026 grantees include The First Church of Christ Scientist ($127,500), Bennington College ($85,000) and Vassar College ($85,000), according to its 2026 IRS Form 990-PF. Together they received 18% of its itemized 2026 grant dollars.
How large is James Daniel Humphrey Foundation Wells Fargo?
James Daniel Humphrey Foundation Wells Fargo reported $24.4M in total assets on its 2026 IRS Form 990-PF. It paid out $1.7M in qualifying distributions that year, against a required minimum of $2.2M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does James Daniel Humphrey Foundation Wells Fargo fund?
No mission statement for the foundation is provided. Its 2026 grants show support for educational institutions, religious organizations, and social-service organizations. See mission & focus areas ↑
How do I apply for a grant from James Daniel Humphrey Foundation Wells Fargo?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is James Daniel Humphrey Foundation Wells Fargo's EIN?
James Daniel Humphrey Foundation Wells Fargo's EIN (Employer Identification Number) is 41-6263553. IRS Form 990 filing data is available on this page for 2020–2026.
Does James Daniel Humphrey Foundation Wells Fargo accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 5, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 3, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 27, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 9, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 7, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 6, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in James Daniel Humphrey Foundation Wells Fargo's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Missouri
Driscoll Foundation
St. Paul, MN
The Driscoll Foundation supports preselected charitable organizations across varied fields, with most of its giving going to Minnesota and some grants to organizations in other states. Its 2025 grants ranged from $1,000 to $100,000, with a median of $5,000. It does not accept unsolicited funding requests.
Assets
$30.5M
Grants
82
Total Given
$1.1M
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Greater Horizons
Kansas City, MO
Greater Horizons distributes donor-advised fund grants to eligible U.S. charities and institutions across a wide range of causes; international organizations may also be supported after additional due diligence. In 2024, its grants had a median of $15,000, though amounts varied widely. Grants are requested by fund holders, and no general application process for organizations seeking funding is described.
Assets
$2.8B
Grants
3,282
Total Given
$212.2M
St Louis Community Foundation Inc
St. Louis, MO
The foundation supports nonprofits through its own community priorities and funds it administers for private and family foundations, including economic mobility, youth connections, and a range of other donor-directed causes. In 2024, grants ranged from $5,050 to $4 million, with a median of $20,000; community-impact funding focuses mainly on high-need ZIP codes in Missouri and Illinois, though grants also go elsewhere. It does not state whether it accepts unsolicited requests; applicants should check each funder’s criteria and deadlines.
Assets
$494.4M
Grants
839
Total Given
$63.9M
Commerce Bancshares Foundation
Kansas City, MO
The foundation supports a broad range of charitable organizations and community projects, with 2024 grants typically small (median $1,500) but ranging from $200 to $60,500. Most funding went to Missouri, followed by Kansas and Illinois, with smaller amounts elsewhere; it says applicants should contact the program director and provide proof of 501(c)(3) status, and does not restrict giving to preselected organizations.
Assets
$35.0M
Grants
645
Total Given
$2.0M
More similar funders
More Funders in Missouri
Cite this profile
Grantable. (2026). James Daniel Humphrey Foundation Wells Fargo funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/james-daniel-humphrey-foundation-wells-fargo-morg_36c0b7f268b242d69bce75a55b44d58b
BibTeX
@misc{grantable_416263553_2026,
author = {{Grantable}},
title = {{James Daniel Humphrey Foundation Wells Fargo funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/james-daniel-humphrey-foundation-wells-fargo-morg_36c0b7f268b242d69bce75a55b44d58b},
note = {Accessed 2026-10-06. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from James Daniel Humphrey Foundation Wells Fargo's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
James Daniel Humphrey Foundation Wells Fargo down — hundreds of funders to go?