Nonprofit · EIN 20-3924709
PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION
Tax-exempt · HOUSTON, TX 77005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $300,712 | $87,982 | $212,730 | $2,501,338 | $0 | $2,501,338 |
| October 31, 2024 | 990-PF | $92,798 | $70,276 | $22,522 | $2,179,064 | $0 | $2,179,064 |
| October 31, 2023 | 990-PF | $93,271 | $73,119 | $20,152 | $1,590,757 | $0 | $1,590,757 |
| October 31, 2021 | 990-PF | $86,688 | $68,906 | $17,782 | $1,762,694 | $0 | $1,762,694 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $26,701
- Net gain from sales of assets
- $274,011
Expenses
- Grants and similar amounts paid
- $66,550
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $66,709
- Excise tax on investment income
- $3,884
Balance sheet and other
- Total assets, start of year
- $2,179,064
- Total assets, end of year
- $2,501,338
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,501,338
- Fair market value of assets
- $2,501,338
- Qualifying distributions
- $66,709
- Net investment income
- $300,712
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROLAND SLEDGE 3620 SUNSET BLVD, HOUSTON, TX 77005 | PRESIDENT / TREASURER | 5 | $0 |
| THOMAS HARPER III 3620 SUNSET BLVD, HOUSTON, TX 77005 | VICE PRESIDENT | 0 | $0 |
| KATHRYN T SMITH 3620 SUNSET BLVD, HOUSTON, TX 77005 | VICE PRESIDENT | 0 | $0 |
| LAUREN BROOK TATA 3620 SUNSET BLVD, HOUSTON, TX 77005 | SECRETARY | 0 | $0 |
990-PF for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROLAND SLEDGE 3620 SUNSET BLVD, HOUSTON, TX 77005 | PRESIDENT / TREASURER | 5 | $0 |
| THOMAS HARPER III 3801 OVERBROOK, HOUSTON, TX 77027 | VICE PRESIDENT | 0 | $0 |
| KATHRYN T SMITH 741 W CREEKSIDE, HOUSTON, TX 77024 | VICE PRESIDENT | 0 | $0 |
| LAUREN BROOK TATA 6529 LLANO STAGE TRAIL, AUSTIN, TX 78738 | SECRETARY | 0 | $0 |
990-PF for the year ended October 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROLAND SLEDGE 3620 SUNSET BLVD, HOUSTON, TX 77005 | PRESIDENT / TREASURER | 5 | $0 |
| THOMAS HARPER III 3801 OVERBROOK, HOUSTON, TX 77027 | VICE PRESIDENT | 0 | $0 |
| KATHRYN T SMITH 741 W CREEKSIDE, HOUSTON, TX 77024 | VICE PRESIDENT | 0 | $0 |
| LAUREN BROOK TATA 6529 LLANO STAGE TRAIL, AUSTIN, TX 78738 | SECRETARY | 0 | $0 |
990-PF for the year ended October 31, 2021: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROLAND SLEDGE 3620 SUNSET BLVD, HOUSTON, TX 77005 | PRESIDENT / TREASURER | 5 | $0 |
| THOMAS HARPER III 3801 OVERBROOK, HOUSTON, TX 77027 | VICE PRESIDENT | 0 | $0 |
| KATHRYN T SMITH 741 W CREEKSIDE, HOUSTON, TX 77024 | VICE PRESIDENT | 0 | $0 |
| LAUREN BROOK TATA 6529 LLANO STAGE TRAIL, AUSTIN, TX 78738 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3620 SUNSET BLVD, HOUSTON, TX 77005-2136
- In care of
- % RONALD E SLEDGE
- Signed the 990-PF
- ROLAND SLEDGE, DIRECTOR
- Phone
- (713) 499-1465
- Return prepared by
- LAPORTE APAC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 20-3924709
- 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
- 2006
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,501,338
- Income (IRS master file)
- $844,320
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $300,712 | $87,982 | $2,501,338 | XML |
| 990-PF | October 2024 | $92,798 | $70,276 | $2,179,064 | XML |
| 990-PF | October 2023 | $93,271 | $73,119 | $1,590,757 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $86,688 | $68,906 | $1,762,694 | XML |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2019 | – | – | – | IRS |
| 990-PF | October 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 20-3924709).
Questions about PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION
- What is the EIN of PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION?
- The employer identification number (EIN) of PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION is 20-3924709.
- Is PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PAUL B & FRANCES LENORA TERRY JR FAMILY FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $300,712, expenses of $87,982 and total assets of $2,501,338 at year end.
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All nonprofits in HOUSTON · Texas · Philanthropy, voluntarism and grantmaking foundations