Nonprofit · EIN 74-6374699
LAMAR BRUNI VERGARA TRUST
Also known as MARTIN J C JR TTEE
Tax-exempt · LAREDO, TX 78041
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,978,417 | $4,706,801 | -$1,728,384 | $65,690,164 | $1,419 | $65,688,745 |
| December 31, 2024 | 990-PF | $3,892,349 | $4,618,360 | -$726,011 | $67,458,566 | $1,437 | $67,457,129 |
| December 31, 2023 | 990-PF | $2,952,072 | $4,549,250 | -$1,597,178 | $68,184,091 | $951 | $68,183,140 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,083,360
- Other income
- $1,895,057
Expenses
- Grants and similar amounts paid
- $3,723,000
- Compensation of officers, directors and key employees
- $677,330
- Salaries, compensation and benefits (total)
- $34,992
- Disbursements for charitable purposes
- $3,723,000
- Excise tax on investment income
- $27,725
Balance sheet and other
- Total assets, start of year
- $67,458,566
- Total assets, end of year
- $65,690,164
- Total liabilities, end of year
- $1,419
- Net assets, end of year
- $65,688,745
- Fair market value of assets
- $79,769,640
- Qualifying distributions
- $3,723,000
- Net investment income
- $2,978,417
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 |
|---|---|---|---|
| PEARL ASSOCIATESLC 9311 SAN PEDRO AVE STE 707, SAN ANTONIO, TX 78216 | TRUSTEE | 25 | $338,665 |
| ALBERT MARTIN II 1119 SHILOH UNIT A, LAREDO, TX 78045 | TRUSTEE | 25 | $169,333 |
| CHARLES D MAYNARD 2110 BERMUDA DR 15, LAREDO, TX 78045 | TRUSTEE | 25 | $169,333 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEARL ASSOCIATES LC 9311 SAN PEDRO AVE STE 707, SAN ANTONIO, TX 78216 | TRUSTEE | 25 | $317,738 |
| JC MARTIN III ESTATE 106 DEL, COURTLAREDO, TX 78041 | TRUSTEE | 25 | $262,897 |
| CHARLES D MAYNARD 2110 BERMUDA DR 15, LAREDO, TX 78045 | TRUSTEE | 25 | $27,421 |
| ALBERT MARTIN II 1119 SHILOH UNIT A, LAREDO, TX 78045 | TRUSTEE | 25 | $27,421 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JC MARTIN III 106 DEL, COURTLAREDO, TX 78041 | TRUSTEE | 25 | $313,313 |
| PEARL ASSOCIATES LC 9311 SAN PEDRO AVE STE 707, SAN ANTONIO, TX 78216 | TRUSTEE | 25 | $313,313 |
Address and contacts
- Address (IRS master file)
- 106 DEL CT, LAREDO, TX 78041-2276
- Signed the 990-PF
- KAY PEARL, CO-TRUSTEE
- Phone
- (956) 712-9190
- Return prepared by
- CuellarMoralesGonzalez & Co 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 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
- 74-6374699
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $65,690,164
- Income (IRS master file)
- $2,978,417
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,978,417 | $4,706,801 | $65,690,164 | XML |
| 990-PF | December 2024 | $3,892,349 | $4,618,360 | $67,458,566 | XML |
| 990-PF | December 2023 | $2,952,072 | $4,549,250 | $68,184,091 | 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 74-6374699).
Questions about LAMAR BRUNI VERGARA TRUST
- What is the EIN of LAMAR BRUNI VERGARA TRUST?
- The employer identification number (EIN) of LAMAR BRUNI VERGARA TRUST is 74-6374699.
- Is LAMAR BRUNI VERGARA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to LAMAR BRUNI VERGARA TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAMAR BRUNI VERGARA TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAMAR BRUNI VERGARA 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 LAMAR BRUNI VERGARA 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 LAMAR BRUNI VERGARA TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $338,665 (PEARL ASSOCIATESLC, TRUSTEE).
- How much revenue does LAMAR BRUNI VERGARA TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,978,417, expenses of $4,706,801 and total assets of $65,690,164 at year end.
Other nonprofits in LAREDO
- GATEWAY COMMUNITY HEALTH CENTER INC EIN 74-2553409 · last filed 990 for 2025
- SOUTH TEXAS FOOD BANK EIN 74-2574983 · last filed 990 for 2025
- BORDER REGION MHMR COMMUNITY CENTER EIN 74-2944931 · last filed 990 for 2025
- WORKFORCE SOLUTIONS FOR SOUTH TEXAS EIN 74-2821303 · last filed 990 for 2025
- SERVING CHILDREN AND ADULTS IN NEED INC EIN 74-2245935 · last filed 990 for 2025
- LAREDO COUNTRY CLUB INC EIN 74-2176497 · last filed 990 for 2025
- PEOPLE WITH IDEAS OF LOVE LIBERTY ACCEPTANCE AND RESPECT -PILLAR EIN 27-3656127 · last filed 990 for 2024
- UNITED DAY SCHOOL OF LAREDO INC EIN 74-1221296 · last filed 990 for 2025