Nonprofit · EIN 75-2735104
PATON FAMILY CHARITABLE FOUNDATION
Tax-exempt · ROCKWALL, TX 75032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $44,383 | $49,274 | -$4,891 | $144,367 | $0 | $144,367 |
| September 30, 2024 | 990-PF | $55,675 | $40,320 | $15,355 | $147,179 | $2,500 | $144,679 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $40,000
- Dividends
- $3,148
- Interest
- $196
- Net gain from sales of assets
- $1,039
Expenses
- Grants and similar amounts paid
- $39,022
- Disbursements for charitable purposes
- $39,022
- Excise tax on investment income
- $46
Balance sheet and other
- Total assets, start of year
- $147,179
- Total assets, end of year
- $144,367
- Total liabilities, end of year
- $0
- Net assets, end of year
- $144,367
- Qualifying distributions
- $39,022
- Net investment income
- $3,344
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE PATON DARIAH MORGAN 10 INTREPID CIRCLE, ROCKWALL, TX 75032 | PRESIDENT | 0 | $0 |
| ZACH JENNIFER STACEY 1110 HOWLEY CT, FORNEY, TX 75126 | DIRECTOR | 0 | $0 |
| ROB CRISTI PATON 10503 WHISPERING PINES DR, FRISCO, TX 75033 | DIRECTOR | 0 | $0 |
| MEG PATON 8400 HICKORY ST 104, FRISCO, TX 75034 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE PATON DARIAH MORGAN 10 INTREPID CIRCLE, ROCKWALL, TX 75032 | PRESIDENT | 0 | $0 |
| ZACH JENNIFER STACEY 1110 HOWLEY CT, FORNEY, TX 75126 | DIRECTOR | 0 | $0 |
| ROB CRISTI PATON 10503 WHISPERING PINES DR, FRISCO, TX 75033 | DIRECTOR | 0 | $0 |
| MEG PATON 8400 HICKORY ST 104, FRISCO, TX 75034 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10 INTREPID CIR, ROCKWALL, TX 75032-5750
- In care of
- % BRUCE R PATON
- Signed the 990-PF
- BRUCE PATON DARIAH MORGAN, PRESIDENT
- Phone
- (972) 771-1656
- Return prepared by
- OLIVER THORNBURG CPAS 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 75-2735104
- 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
- 1998
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Environment (C36Z)
- Assets (IRS master file)
- $144,367
- Income (IRS master file)
- $44,751
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $44,383 | $49,274 | $144,367 | XML |
| 990-PF | September 2024 | $55,675 | $40,320 | $147,179 | XML |
| 990-PF | September 2023 | $52,234 | $22,695 | $131,824 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 75-2735104).
Questions about PATON FAMILY CHARITABLE FOUNDATION
- What is the EIN of PATON FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of PATON FAMILY CHARITABLE FOUNDATION is 75-2735104.
- Is PATON FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to PATON FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PATON FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATON FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PATON FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of PATON FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PATON FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $44,383, expenses of $49,274 and total assets of $144,367 at year end.
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