Nonprofit · EIN 27-1499314
WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION
Tax-exempt · BURLESON, TX 76028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,146,275 | $363,830 | $2,782,445 | $11,333,912 | $0 | $11,333,912 |
| December 31, 2024 | 990-PF | $1,836,892 | $279,177 | $1,557,715 | $8,551,467 | $0 | $8,551,467 |
| December 31, 2023 | 990-PF | $100,797 | $502,772 | -$401,975 | $6,993,752 | $0 | $6,993,752 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,484,024
- Dividends
- $273,320
- Net gain from sales of assets
- $1,388,931
Expenses
- Grants and similar amounts paid
- $125,000
- Compensation of officers, directors and key employees
- $19,491
- Salaries, compensation and benefits (total)
- $96,000
- Disbursements for charitable purposes
- $307,057
- Excise tax on investment income
- $22,455
Balance sheet and other
- Total assets, start of year
- $8,551,467
- Total assets, end of year
- $11,333,912
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,333,912
- Fair market value of assets
- $11,397,531
- Qualifying distributions
- $307,057
- Net investment income
- $1,662,251
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 |
|---|---|---|---|
| CHARLOTTE BASTA 1013 PALO OAKS DR, BURLESON, TX 76028 | SECRETARY | 1 | $19,491 |
| WILLIAM G RICKETT 1013 PALO OAKS DR, BURLESON, TX 76028 | PRESIDENT / DIRECTOR | 0.5 | $0 |
| MARSHA L RICKETT 1013 PALO OAKS DR, BURLESON, TX 76028 | VICE PRESIDENT / DIRECTOR | 0.5 | $0 |
| CYNTHIA RICKETT STITES 1013 PALO OAKS DR, BURLESON, TX 76028 | TREASURER / DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE BASTA 1013 PALO OAKS DR, BURLESON, TX 76028 | SECRETARY | 1 | $9,746 |
| WILLIAM G RICKETT 1013 PALO OAKS DR, BURLESON, TX 76028 | PRESIDENT / DIRECTOR | 0.5 | $0 |
| MARSHA L RICKETT 1013 PALO OAKS DR, BURLESON, TX 76028 | VICE PRESIDENT / DIRECTOR | 0.5 | $0 |
| CYNTHIA RICKETT STITES 1013 PALO OAKS DR, BURLESON, TX 76028 | TREASURER / DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE BASTA 1013 PALO OAKS DR, BURLESON, TX 76028 | SECRETARY | 1 | $19,491 |
| WILLIAM G RICKETT 1013 PALO OAKS DR, BURLESON, TX 76028 | PRESIDENT / DIRECTOR | 0.5 | $0 |
| MARSHA L RICKETT 1013 PALO OAKS DR, BURLESON, TX 76028 | VICE PRESIDENT / DIRECTOR | 0.5 | $0 |
| CYNTHIA RICKETT STITES 1013 PALO OAKS DR, BURLESON, TX 76028 | TREASURER / DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1013 PALO OAKS DR, BURLESON, TX 76028-5062
- Signed the 990-PF
- WILLIAM RICKETT, DIRECTOR
- Phone
- (817) 885-7924
- Return prepared by
- THE WALTON GROUP LLC
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
- 27-1499314
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $11,333,912
- Income (IRS master file)
- $15,340,778
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,146,275 | $363,830 | $11,333,912 | IRS |
| 990-PF | December 2024 | $1,836,892 | $279,177 | $8,551,467 | XML |
| 990-PF | December 2023 | $100,797 | $502,772 | $6,993,752 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 27-1499314).
Questions about WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION
- What is the EIN of WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION?
- The employer identification number (EIN) of WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION is 27-1499314.
- Is WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION 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 WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION 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 WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $19,491 (CHARLOTTE BASTA, SECRETARY).
- How much revenue does WILLIAM AND MARSHA RICKETT FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,146,275, expenses of $363,830 and total assets of $11,333,912 at year end.
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