Skip to main content

Nonprofit · EIN 20-0683200

80-20 FUND

Tax-exempt · SAN ANTONIO, TX 78205

Financials

$10.1M$3.5M2023$340K$3.4M2024
Revenue Expenses · by fiscal year end
Financials of 80-20 FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$340,188$3,373,363-$3,033,175$4,066,298$0$4,066,298
December 31, 2023990-PF$10,144,167$3,475,905$6,668,262$7,099,473$0$7,099,473
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$323,603
Net gain from sales of assets
$16,585

Expenses

Grants and similar amounts paid
$3,124,729
Compensation of officers, directors and key employees
$133,700
Salaries, compensation and benefits (total)
$96,930
Disbursements for charitable purposes
$3,371,513
Excise tax on investment income
$4,729

Balance sheet and other

Total assets, start of year
$7,099,473
Total assets, end of year
$4,066,298
Total liabilities, end of year
$0
Net assets, end of year
$4,066,298
Fair market value of assets
$4,086,290
Qualifying distributions
$3,371,513
Net investment income
$340,188

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Alexandra Frey
112 E Pecan St Ste 175, San Antonio, TX 78205
Executive Dir.40$133,700
James E Irwine
112 E Pecan St Ste 175, San Antonio, TX 78205
Trustee2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
James E Irwine
112 E Pecan St Ste 175, San Antonio, TX 78205
Trustee2$0
Alexandra Frey
112 E Pecan St Ste 175, San Antonio, TX 78205
Executive Dir.40$0

Address and contacts

Address (IRS master file)
112 E PECAN ST STE 175, SAN ANTONIO, TX 78205-1522
Signed the 990-PF
James E Irwine, Trustee
Phone
(210) 775-2370
Return prepared by
IRWINE PRUITT ASSOCIATES 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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-0683200
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,066,298
Income (IRS master file)
$4,333,088

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$340,188$3,373,363$4,066,298IRS
990-PFDecember 2023$10,144,167$3,475,905$7,099,473XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 20-0683200).

Questions about 80-20 FUND

What is the EIN of 80-20 FUND?
The employer identification number (EIN) of 80-20 FUND is 20-0683200.
Is 80-20 FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to 80-20 FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does 80-20 FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of 80-20 FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did 80-20 FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of 80-20 FUND?
The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $133,700 (Alexandra Frey, Executive Dir.).
How much revenue does 80-20 FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $340,188, expenses of $3,373,363 and total assets of $4,066,298 at year end.

Other nonprofits in SAN ANTONIO

All nonprofits in SAN ANTONIO · Texas · Philanthropy, voluntarism and grantmaking foundations