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Nonprofit · EIN 27-6653398

MARY ADKISSON WIRTZ CHARITABLE TRUST

Tax-exempt · AMARILLO, TX 79105

Financials

$89K$110K2023$87K$107K2024$128K$95K2025
Revenue Expenses · by fiscal year end
Financials of MARY ADKISSON WIRTZ CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$127,678$94,849$32,829$1,695,298$0$1,695,298
December 31, 2024990-PF$87,198$107,305-$20,107$1,662,469$0$1,662,469
December 31, 2023990-PF (amended)$88,839$110,200-$21,361$1,682,576$0$1,682,576
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$51,802
Interest
$6,797
Net gain from sales of assets
$69,079

Expenses

Grants and similar amounts paid
$91,248
Compensation of officers, directors and key employees
$18,939
Disbursements for charitable purposes
$91,248
Excise tax on investment income
$1,498

Balance sheet and other

Total assets, start of year
$1,662,469
Total assets, end of year
$1,695,298
Total liabilities, end of year
$0
Net assets, end of year
$1,695,298
Fair market value of assets
$2,027,692
Qualifying distributions
$91,248
Net investment income
$127,678

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
AMARILLO NATIONAL BANK
PO BOX 1, AMARILLO, TX 79105
TRUSTEE0$18,939
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
AMARILLO NATIONAL BANK
PO BOX 1, AMARILLO, TX 79105
TRUSTEE0$18,328
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
AMARILLO NATIONAL BANK
PO BOX 1, AMARILLO, TX 79105
TRUSTEE1$14,336

Address and contacts

Address (IRS master file)
PO BOX 1, AMARILLO, TX 79105-0001
In care of
% AMARILLO NATIONAL BANK TTEE
Signed the 990-PF
AMARILLO NATIONAL BANK, TRUSTEE
Phone
(806) 378-8348
Return prepared by
LPT CPAS ADVISORS 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-6653398
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
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,695,298
Income (IRS master file)
$218,656

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$127,678$94,849$1,695,298IRS
990-PFDecember 2024$87,198$107,305$1,662,469XML
990-PFDecember 2023$88,839$110,200$1,682,576IRS

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 27-6653398).

Questions about MARY ADKISSON WIRTZ CHARITABLE TRUST

What is the EIN of MARY ADKISSON WIRTZ CHARITABLE TRUST?
The employer identification number (EIN) of MARY ADKISSON WIRTZ CHARITABLE TRUST is 27-6653398.
Is MARY ADKISSON WIRTZ CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to MARY ADKISSON WIRTZ CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY ADKISSON WIRTZ CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY ADKISSON WIRTZ CHARITABLE TRUST 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 MARY ADKISSON WIRTZ CHARITABLE TRUST 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 MARY ADKISSON WIRTZ CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,939 (AMARILLO NATIONAL BANK, TRUSTEE).
How much revenue does MARY ADKISSON WIRTZ CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $127,678, expenses of $94,849 and total assets of $1,695,298 at year end.

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