Nonprofit · EIN 23-7072892
MATILDA GEDDING GRAY FOUNDATION
Tax-exempt · LAKE CHARLES, LA 70602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,748,100 | $3,881,063 | -$1,132,963 | $41,447,730 | $35,507,314 | $5,940,416 |
| December 31, 2023 | 990-PF | $3,051,625 | $3,486,058 | -$434,433 | $39,662,150 | $32,588,771 | $7,073,379 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,526,340
- Net gain from sales of assets
- -$518,491
- Other income
- $740,251
Expenses
- Grants and similar amounts paid
- $25,037
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $150,241
- Excise tax on investment income
- $14,406
Balance sheet and other
- Total assets, start of year
- $39,662,150
- Total assets, end of year
- $41,447,730
- Total liabilities, end of year
- $35,507,314
- Net assets, end of year
- $5,940,416
- Fair market value of assets
- $105,189,030
- Qualifying distributions
- $150,241
- Net investment income
- $1,225,714
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 |
|---|---|---|---|
| Harold H Stream III 2417 Shell Beach Drive, Lake Charles, LA 70601 | Trustee- President / Chariman of Board | 0 | $0 |
| William Gray Stream 2417 Shell Beach Drive, Lake Charles, LA 70601 | Trustee - Vice President | 0 | $0 |
| Bruce N Kirkpatrick 2417 Shell Beach Drive, Lake Charles, LA 70601 | Trustee - Secretary/Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Harold H Stream III 2417 Shell Beach Drive, Lake Charles, LA 70601 | Trustee- President / Chariman of Board | 0 | $0 |
| William Gray Stream 2417 Shell Beach Drive, Lake Charles, LA 70601 | Trustee - Vice President | 0 | $0 |
| Bruce N Kirkpatrick 2417 Shell Beach Drive, Lake Charles, LA 70601 | Trustee - Secretary/Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 40, LAKE CHARLES, LA 70602-0040
- Signed the 990-PF
- BRUCE N KIRKPATRICK, TREASURER
- Phone
- (337) 433-1055
- Return prepared by
- McElroy Quirk & Burch
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
- 23-7072892
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $41,447,730
- Income (IRS master file)
- $5,071,708
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,748,100 | $3,881,063 | $41,447,730 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,051,625 | $3,486,058 | $39,662,150 | XML |
| 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-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 23-7072892).
Questions about MATILDA GEDDING GRAY FOUNDATION
- What is the EIN of MATILDA GEDDING GRAY FOUNDATION?
- The employer identification number (EIN) of MATILDA GEDDING GRAY FOUNDATION is 23-7072892.
- Is MATILDA GEDDING GRAY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to MATILDA GEDDING GRAY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MATILDA GEDDING GRAY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATILDA GEDDING GRAY FOUNDATION 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 MATILDA GEDDING GRAY FOUNDATION 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 MATILDA GEDDING GRAY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does MATILDA GEDDING GRAY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,748,100, expenses of $3,881,063 and total assets of $41,447,730 at year end.
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