Nonprofit · EIN 82-7134905
TRACY GUTHRIE CHARITABLE TRUST
Tax-exempt · SAN ANTONIO, TX 78299
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $521,978 | $549,325 | -$27,347 | $8,172,188 | $0 | $8,172,188 |
| December 31, 2024 | 990-PF | $689,493 | $493,156 | $196,337 | $8,199,535 | $0 | $8,199,535 |
| December 31, 2023 | 990-PF | $368,885 | $479,827 | -$110,942 | $8,003,198 | $0 | $8,003,198 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $272,177
- Interest
- $15,294
- Net gain from sales of assets
- $234,507
Expenses
- Grants and similar amounts paid
- $439,000
- Compensation of officers, directors and key employees
- $69,835
- Disbursements for charitable purposes
- $450,694
- Excise tax on investment income
- $6,056
Balance sheet and other
- Total assets, start of year
- $8,199,535
- Total assets, end of year
- $8,172,188
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,172,188
- Fair market value of assets
- $10,458,927
- Qualifying distributions
- $450,694
- Net investment income
- $521,978
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 |
|---|---|---|---|
| FROST BANK C/O PAUL YOUNGDALE, PO BOX 2950, SAN ANTONIO, TX 782992950 | TRUSTEE | 4 | $69,835 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FROST BANK C/O PAUL YOUNGDALE, PO BOX 2950, SAN ANTONIO, TX 782992950 | TRUSTEE | 4 | $67,274 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FROST BANK TRUSTEE 111 W HOUSTON STREET, SAN ANTONIO, TX 78205 | TRUSTEE | 40 | $78,459 |
Address and contacts
- Address (IRS master file)
- PO BOX 2950, SAN ANTONIO, TX 78299-2950
- In care of
- % FROST BANK
- Signed the 990-PF
- Paul Youngdale, TRUSTEE
- Phone
- (512) 473-4804
- Return prepared by
- ERNST & YOUNG US LLP
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
- 82-7134905
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,172,188
- Income (IRS master file)
- $1,249,179
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $521,978 | $549,325 | $8,172,188 | IRS |
| 990-PF | December 2024 | $689,493 | $493,156 | $8,199,535 | IRS |
| 990-PF | December 2023 | $368,885 | $479,827 | $8,003,198 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 82-7134905).
Questions about TRACY GUTHRIE CHARITABLE TRUST
- What is the EIN of TRACY GUTHRIE CHARITABLE TRUST?
- The employer identification number (EIN) of TRACY GUTHRIE CHARITABLE TRUST is 82-7134905.
- Is TRACY GUTHRIE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to TRACY GUTHRIE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRACY GUTHRIE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRACY GUTHRIE CHARITABLE 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 TRACY GUTHRIE CHARITABLE 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 TRACY GUTHRIE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $69,835 (FROST BANK, TRUSTEE).
- How much revenue does TRACY GUTHRIE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $521,978, expenses of $549,325 and total assets of $8,172,188 at year end.
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