Nonprofit · EIN 75-1469596
JOSEPHINE ANDERSON CHARITABLE TRUST
Tax-exempt · AMARILLO, TX 79105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $508,645 | $447,142 | $61,503 | $6,288,566 | $0 | $6,288,566 |
| February 28, 2025 | 990-PF | $168,486 | $400,697 | -$232,211 | $6,227,063 | $0 | $6,227,063 |
| February 28, 2024 | 990-PF | $278,587 | $412,557 | -$133,970 | $6,459,274 | $0 | $6,459,274 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $119,513
- Interest
- $58,205
- Net gain from sales of assets
- $325,689
- Other income
- $5,238
Expenses
- Grants and similar amounts paid
- $372,000
- Compensation of officers, directors and key employees
- $69,218
- Disbursements for charitable purposes
- $372,000
- Excise tax on investment income
- $6,036
Balance sheet and other
- Total assets, start of year
- $6,227,063
- Total assets, end of year
- $6,288,566
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,288,566
- Fair market value of assets
- $8,145,328
- Qualifying distributions
- $372,000
- Net investment income
- $508,645
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMARILLO NATIONAL BANK PO BOX 1, AMARILLO, TX 79105 | TRUSTEE | 0 | $69,218 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMARILLO NATIONAL BANK PO BOX 1, AMARILLO, TX 79105 | TRUSTEE | 0 | $66,671 |
990-PF for the year ended February 28, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMARILLO NATIONAL BANK PLAZA ONE PLAZA ONE BOX 1, AMARILLO, TX 79105 | TRUSTEE | 0 | $63,221 |
Address and contacts
- Address (IRS master file)
- PO BOX 1, AMARILLO, TX 79105-0001
- Signed the 990-PF
- AMARILLO NATIONAL BANK, TRUSTEE
- Phone
- (806) 378-8376
- 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-1469596
- 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
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,288,566
- Income (IRS master file)
- $1,054,888
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $508,645 | $447,142 | $6,288,566 | XML |
| 990-PF | February 2025 | $168,486 | $400,697 | $6,227,063 | XML |
| 990-PF | February 2024 | $278,587 | $412,557 | $6,459,274 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 75-1469596).
Questions about JOSEPHINE ANDERSON CHARITABLE TRUST
- What is the EIN of JOSEPHINE ANDERSON CHARITABLE TRUST?
- The employer identification number (EIN) of JOSEPHINE ANDERSON CHARITABLE TRUST is 75-1469596.
- Is JOSEPHINE ANDERSON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to JOSEPHINE ANDERSON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPHINE ANDERSON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPHINE ANDERSON CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE ANDERSON CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of JOSEPHINE ANDERSON CHARITABLE TRUST?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $69,218 (AMARILLO NATIONAL BANK, TRUSTEE).
- How much revenue does JOSEPHINE ANDERSON CHARITABLE TRUST have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $508,645, expenses of $447,142 and total assets of $6,288,566 at year end.
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