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Nonprofit · EIN 20-3364691

ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC

Tax-exempt · HOUSTON, TX 77006

Financials

$145K$150K2023$147K$65K2024
Revenue Expenses · by fiscal year end
Financials of ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$146,670$65,000$81,670$6,536,088$2,177,989$4,358,099
December 31, 2023990$144,633$150,000-$5,367$6,210,340$2,177,989$4,032,351
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$24,000
Program service revenue
$0
Investment income
$122,670
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$60,000
Management and general (functional)
$5,000

Balance sheet and other

Total assets, start of year
$6,210,340
Total assets, end of year
$6,536,088
Total liabilities, end of year
$2,177,989
Net assets, end of year
$4,358,099
Publicly traded securities
$6,533,588
Net assets without donor restrictions
$1,769,303
Net assets with donor restrictions
$2,588,796
Gross receipts
$146,670
Employees
0
Year formed
2005
State of legal domicile
TX

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
RICHARD K MCGEEPRESIDENT
Trustee or director, Officer
–$0
JAMES PAPPASTREASURER/SE
Trustee or director, Officer
–$0
GEORGE POSTOLOSTRUSTEE
Trustee or director
–$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
RICHARD K MCGEEPRESIDENT
Trustee or director, Officer
–$0
JAMES PAPPASTREASURER/SE
Trustee or director, Officer
–$0
GEORGE POSTOLOSTRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
3511 YOAKUM BLVD, HOUSTON, TX 77006-4326
Principal officer (990 for 2024)
RICHARD K MCGEE, 3511 YOAKUM, 3511 YOAKUM, HOUSTON, TX 77006
Signed the 990
RICHARD K MCGEE, PRESIDENT
Phone
(713) 526-5377
Return prepared by
ANDREW G SHEBAY PC

Mission

TO SUPPORT THE MINISTRIES OF ANNUNCIATION GREEK ORTHODOX CATHEDRAL (AGOC), ASSIST IN ITS CAPITAL IMPROVEMENTS AND TO PROVIDE SCHOLARSHIPS TO ANNUNCIATION ORTHODOX SCHOOL.

990 for the year ended December 31, 2024

Program accomplishments

  • TO CONTRIBUTE TO AGOC'S EXPANSION
    Expenses $60,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-3364691
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X11)
Assets (IRS master file)
$6,536,088
Income (IRS master file)
$146,670

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$146,670$65,000$6,536,088IRS
990December 2023$144,633$150,000$6,210,340XML
990December 2022$16,232$20,000$3,274,681IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 20-3364691).

Questions about ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC

What is the EIN of ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC?
The employer identification number (EIN) of ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC is 20-3364691.
Is ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC 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 ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC?
The 990 for the year ended December 31, 2024 names RICHARD K MCGEE.
Who are the officers and directors of ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $146,670, expenses of $65,000 and total assets of $6,536,088 at year end.

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