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Nonprofit · EIN 20-6240606

GLADYS AND JD LEFTWICH CHARITABLE TR 2

Tax-exempt · LUBBOCK, TX 79408

Financials

$16K$43K2023$46K$41K2024$36K$29K2025
Revenue Expenses · by fiscal year end
Financials of GLADYS AND JD LEFTWICH CHARITABLE TR 2 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$35,679$28,661$7,018$618,692$0$618,692
December 31, 2024990-PF$45,618$41,012$4,606$611,674$0$611,674
December 31, 2023990-PF$15,611$43,406-$27,795$607,068$0$607,068
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$20,583
Net gain from sales of assets
$15,096

Expenses

Grants and similar amounts paid
$18,958
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$20,764
Excise tax on investment income
$355

Balance sheet and other

Total assets, start of year
$611,674
Total assets, end of year
$618,692
Total liabilities, end of year
$0
Net assets, end of year
$618,692
Fair market value of assets
$631,709
Qualifying distributions
$20,764
Net investment income
$33,463

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
PLAINSCAPITAL BANK
PO BOX 271, LUBBOCK, TX 79408
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
PLAINSCAPITAL BANK
PO BOX 271, LUBBOCK, TX 79408
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
PLAINSCAPITAL BANK
PO BOX 271, LUBBOCK, TX 79408
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 271, LUBBOCK, TX 79408-0271
In care of
% PLAINS CAPITAL WEALTH MANAGEMENT
Signed the 990-PF
PLAINS CAPITAL BANK, TRUSTEE
Phone
(806) 791-7340
Return prepared by
CRI ADVISORS LLC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-6240606
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$618,692
Income (IRS master file)
$1,898,744

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$35,679$28,661$618,692XML
990-PFDecember 2024$45,618$41,012$611,674IRS
990-PFDecember 2023$15,611$43,406$607,068XML
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 20-6240606).

Questions about GLADYS AND JD LEFTWICH CHARITABLE TR 2

What is the EIN of GLADYS AND JD LEFTWICH CHARITABLE TR 2?
The employer identification number (EIN) of GLADYS AND JD LEFTWICH CHARITABLE TR 2 is 20-6240606.
Is GLADYS AND JD LEFTWICH CHARITABLE TR 2 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to GLADYS AND JD LEFTWICH CHARITABLE TR 2 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GLADYS AND JD LEFTWICH CHARITABLE TR 2 file?
Form 990-PF. Private foundations file every year.
When is the next return of GLADYS AND JD LEFTWICH CHARITABLE TR 2 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GLADYS AND JD LEFTWICH CHARITABLE TR 2 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of GLADYS AND JD LEFTWICH CHARITABLE TR 2?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does GLADYS AND JD LEFTWICH CHARITABLE TR 2 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,679, expenses of $28,661 and total assets of $618,692 at year end.

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