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Nonprofit · EIN 74-6360833

J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST

Also known as OLSON GEORGE A TTEE

Tax-exempt · TEMPLE, TX 76502

Financials

−$11K$11K2023−$3K$8K2024
Revenue Expenses · by fiscal year end
Financials of J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF-$2,571$8,244-$10,815$155,711$0$155,711
December 31, 2023990-PF-$10,522$10,593-$21,115$156,040$0$156,040
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,274
Interest
$336
Net gain from sales of assets
-$8,994
Other income
$4,813

Expenses

Grants and similar amounts paid
$6,150
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$7,617
Excise tax on investment income
$81

Balance sheet and other

Total assets, start of year
$156,040
Total assets, end of year
$155,711
Total liabilities, end of year
$0
Net assets, end of year
$155,711
Fair market value of assets
$140,756
Qualifying distributions
$7,617
Net investment income
$6,423

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.

NameTitleHours / weekCompensation
GEORGE P OLSON
2508 WILSHIRE DRIVE, TEMPLE, TX 76502
TRUSTEE15$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
GEORGE P OLSON
2508 WILSHIRE DRIVE, TEMPLE, TX 76502
TRUSTEE15$0

Address and contacts

Address (IRS master file)
2508 WILSHIRE DR, TEMPLE, TX 76502-7325
Signed the 990-PF
GEORGE P OLSON, TRUSTEE
Phone
(210) 409-6000
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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-6360833
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$155,711
Income (IRS master file)
$399,243

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024-$2,571$8,244$155,711XML
990-PFDecember 2023-$10,522$10,593$156,040XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 74-6360833).

Questions about J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST

What is the EIN of J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST?
The employer identification number (EIN) of J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST is 74-6360833.
Is J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST 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 J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST 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 J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does J H TAPPAN AND WINNIE CONVERSE TAPPAN PERPETUAL CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of -$2,571, expenses of $8,244 and total assets of $155,711 at year end.

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