Nonprofit · EIN 74-6260525
MAMIE MCFADDIN WARD HERITAGE FOUNDATION
Tax-exempt · BEAUMONT, TX 77704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,240,714 | $3,142,672 | $98,042 | $37,117,445 | $0 | $37,117,445 |
| December 31, 2023 | 990-PF | $2,242,000 | $3,215,383 | -$973,383 | $37,022,356 | $0 | $37,022,356 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $864,481
- Interest
- $475,625
- Net gain from sales of assets
- $1,615,199
- Other income
- $285,409
Expenses
- Grants and similar amounts paid
- $2,660,173
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,676,173
- Excise tax on investment income
- $38,499
Balance sheet and other
- Total assets, start of year
- $37,022,356
- Total assets, end of year
- $37,117,445
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,117,445
- Fair market value of assets
- $69,592,945
- Qualifying distributions
- $2,676,173
- Net investment income
- $3,234,112
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANCOCK WHITNEY BANK PO BOX 3928, BEAUMONT, TX 777043928 | CO-TRUSTEE | 5 | $0 |
| EUGENE HB MCFADDIN 2444 TIMES BLVD STE 300, HOUSTON, TX 77005 | CO-TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANCOCK WHITNEY BANK PO BOX 3928, BEAUMONT, TX 777043928 | CO-TRUSTEE | 5 | $0 |
| EUGENE HB MCFADDIN 2444 TIMES BLVD STE 300, HOUSTON, TX 77005 | CO-TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3928, BEAUMONT, TX 77704-3928
- Signed the 990-PF
- JEAN B MONCLA, TRUSTEE
- Phone
- (409) 241-1427
- Return prepared by
- COOK PARKER AND ASSOCIATES 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 74-6260525
- 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
- 1976
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $37,117,445
- Income (IRS master file)
- $22,928,725
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,240,714 | $3,142,672 | $37,117,445 | XML |
| 990-PF | December 2023 | $2,242,000 | $3,215,383 | $37,022,356 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 74-6260525).
Questions about MAMIE MCFADDIN WARD HERITAGE FOUNDATION
- What is the EIN of MAMIE MCFADDIN WARD HERITAGE FOUNDATION?
- The employer identification number (EIN) of MAMIE MCFADDIN WARD HERITAGE FOUNDATION is 74-6260525.
- Is MAMIE MCFADDIN WARD HERITAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to MAMIE MCFADDIN WARD HERITAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAMIE MCFADDIN WARD HERITAGE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAMIE MCFADDIN WARD HERITAGE FOUNDATION 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 MAMIE MCFADDIN WARD HERITAGE FOUNDATION 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 MAMIE MCFADDIN WARD HERITAGE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does MAMIE MCFADDIN WARD HERITAGE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,240,714, expenses of $3,142,672 and total assets of $37,117,445 at year end.
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