Nonprofit · EIN 20-8673013
THE LRW CHARITABLE TR
Also known as WHITLEY LOYD SR TTEE
Tax-exempt · SAN ANTONIO, TX 78216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $143,062 | $267,492 | -$124,430 | $2,205,602 | $0 | $2,205,602 |
| December 31, 2023 | 990-PF | $228,452 | $232,010 | -$3,558 | $2,330,032 | $0 | $2,330,032 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $43,846
- Net gain from sales of assets
- $65,505
- Other income
- $33,711
Expenses
- Grants and similar amounts paid
- $197,000
- Disbursements for charitable purposes
- $201,800
- Excise tax on investment income
- $1,084
Balance sheet and other
- Total assets, start of year
- $2,330,032
- Total assets, end of year
- $2,205,602
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,205,602
- Fair market value of assets
- $4,073,391
- Qualifying distributions
- $201,800
- Net investment income
- $109,351
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOYD G WHITLEY JR 327 OBLATE DRIVE, SAN ANTONIO, TX 78216 | TRUSTEE | 1 | $0 |
| RUFUS J WHITLEY 327 OBLATE DRIVE, SAN ANTONIO, TX 78216 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOYD G WHITLEY JR 327 OBLATE DRIVE, SAN ANTONIO, TX 78216 | TRUSTEE | 1 | $0 |
| RUFUS J WHITLEY 327 OBLATE DRIVE, SAN ANTONIO, TX 78216 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 327 OBLATE DR, SAN ANTONIO, TX 78216-6602
- In care of
- % RUFUS WHITLEY
- Signed the 990-PF
- RUFUS WHITLEY, PRESIDENT
- Phone
- (432) 684-6311
- Return prepared by
- Forvis Mazars 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 | Not 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
- 20-8673013
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,205,602
- Income (IRS master file)
- $427,918
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $228,452 | $232,010 | $2,330,032 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about THE LRW CHARITABLE TR
- What is the EIN of THE LRW CHARITABLE TR?
- The employer identification number (EIN) of THE LRW CHARITABLE TR is 20-8673013.
- Is THE LRW CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to THE LRW CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LRW CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LRW CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LRW CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE LRW CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE LRW CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $143,062, expenses of $267,492 and total assets of $2,205,602 at year end.
Other nonprofits in SAN ANTONIO
- SAN ANTONIO AREA FOUNDATION EIN 74-6065414 · last filed 990 for 2024
- UNITED WAY OF SAN ANTONIO & BEXAR COUNTY EIN 74-1272381 · last filed 990 for 2025
- PETCO LOVE EIN 33-0845930 · last filed 990 for 2025
- JOHN G KENEDY JR CHARITABLE TR -SURFACE ESTATE TR EIN 82-6501674 · last filed 990 for 2026
- TOM T EAST SR & ALICE K EAST & ALICE H EAST & ROBERT C EAST WILDL EIN 26-1380672 · last filed 990 for 2025
- VALERO ENERGY FOUNDATION EIN 74-2904514 · last filed 990 for 2025
- JOHN G KENEDY JR CHARITABLE TRUST EIN 74-6334106 · last filed 990 for 2025
- JOHN L SANTIKOS CHARITABLE FOUNDATION EIN 47-7326497 · last filed 990 for 2024
All nonprofits in SAN ANTONIO · Texas · Philanthropy, voluntarism and grantmaking foundations