Nonprofit · EIN 37-6693320
SAM AND MARGIE GIBBS CHARITABLE TR
Also known as SUE G NELSON TTEE
Tax-exempt · SUGAR LAND, TX 77498
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $193,088 | $165,855 | $27,233 | $2,460,747 | $0 | $2,460,747 |
| December 31, 2024 | 990-PF | $208,208 | $165,218 | $42,990 | $2,433,514 | $0 | $2,433,514 |
| December 31, 2023 | 990-PF | $69,102 | $140,231 | -$71,129 | $2,390,524 | $0 | $2,390,524 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $79,716
- Interest
- $1,123
- Net gain from sales of assets
- $112,249
Expenses
- Grants and similar amounts paid
- $165,000
- Disbursements for charitable purposes
- $165,000
- Excise tax on investment income
- $2,684
Balance sheet and other
- Total assets, start of year
- $2,433,514
- Total assets, end of year
- $2,460,747
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,460,747
- Qualifying distributions
- $165,000
- Net investment income
- $193,088
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE GIBBS NELSON 13735 OAKWOOD LANE, SUGAR LAND, TX 77498 | CO TRUSTEE | 0 | $0 |
| PAMELA GIBBS CROCKETT 272 EDEN RANCH DRIVE, CANYON LAKE, TX 78122 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE GIBBS NELSON 13735 OAKWOOD LANE, SUGAR LAND, TX 77498 | CO TRUSTEE | 0 | $0 |
| PAMELA GIBBS CROCKETT 272 EDEN RANCH DRIVE, CANYON LAKE, TX 78122 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE GIBBS NELSON 13735 OAKWOOD LANE, SUGAR LAND, TX 77498 | CO TRUSTEE | 0 | $0 |
| PAMELA GIBBS CROCKETT 272 EDEN RANCH DRIVE, CANYON LAKE, TX 78122 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 13735 OAKWOOD LN, SUGAR LAND, TX 77498-2342
- Signed the 990-PF
- SUE GIBBS NELSON, CO TRUSTEE
- Phone
- (281) 755-3960
- Return prepared by
- SANDEFUR CPA PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-6693320
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,460,747
- Income (IRS master file)
- $246,473
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $193,088 | $165,855 | $2,460,747 | IRS |
| 990-PF | December 2024 | $208,208 | $165,218 | $2,433,514 | XML |
| 990-PF | December 2023 | $69,102 | $140,231 | $2,390,524 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 37-6693320).
Questions about SAM AND MARGIE GIBBS CHARITABLE TR
- What is the EIN of SAM AND MARGIE GIBBS CHARITABLE TR?
- The employer identification number (EIN) of SAM AND MARGIE GIBBS CHARITABLE TR is 37-6693320.
- Is SAM AND MARGIE GIBBS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SAM AND MARGIE GIBBS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM AND MARGIE GIBBS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM AND MARGIE GIBBS CHARITABLE TR 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 SAM AND MARGIE GIBBS CHARITABLE TR 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 SAM AND MARGIE GIBBS CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SAM AND MARGIE GIBBS CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $193,088, expenses of $165,855 and total assets of $2,460,747 at year end.
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All nonprofits in SUGAR LAND · Texas · Philanthropy, voluntarism and grantmaking foundations