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Nonprofit · EIN 27-7085291

J LEE STANSBURY TR

Also known as JERRY N STANSBURY TTEE

Tax-exempt · ROCKWALL, TX 75087

Financials

$418K$616K2024$465K$642K2025
Revenue Expenses · by fiscal year end
Financials of J LEE STANSBURY TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$465,143$642,267-$177,124$2,740,928$14,050$2,726,878
December 31, 2024990-PF$418,117$615,942-$197,825$2,784,102$2,989$2,781,113
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$14,659
Interest
$13,098
Net rental income
-$81,910
Net gain from sales of assets
$55,410
Other income
$6,572

Expenses

Grants and similar amounts paid
$67,303
Compensation of officers, directors and key employees
$85,000
Disbursements for charitable purposes
$162,023

Balance sheet and other

Total assets, start of year
$2,784,102
Total assets, end of year
$2,740,928
Total liabilities, end of year
$14,050
Net assets, end of year
$2,726,878
Fair market value of assets
$3,661,963
Qualifying distributions
$162,023
Net investment income
$465,143

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.

NameTitleHours / weekCompensation
ANDY STANSBURY
8913 SIERRA TRAIL, CROSS ROADS, TX 76227
PROPERTY MGR
Highest-paid employee
40$88,909
JERRY N STANSBURY
737 PARK PLACE BLVD, ROCKWALL, TX 75087
Trustee20$65,000
BETH DENISON
3810 42ND AVE WEST, BRADENTON, FL 34205
Trustee1$10,000
SHANNON GUTHRIE
720 LANGFORD RD, SOUTHLAKE, TX 76092
Trustee1$10,000
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ANDY STANSBURY
8913 SIERRA TRAIL, CROSS ROADS, TX 76227
PROPERTY MGR
Highest-paid employee
40$88,909
JERRY N STANSBURY
737 PARK PLACE BLVD, ROCKWALL, TX 75087
Trustee20$77,500
BETH DENISON
3810 42ND AVE WEST, BRADENTON, FL 34205
Trustee1$10,000
SHANNON GUTHRIE
720 LANGFORD RD, SOUTHLAKE, TX 76092
Trustee1$10,000

Address and contacts

Address (IRS master file)
737 PARK PLACE BLVD, ROCKWALL, TX 75087-4721
In care of
% JERRY N STANSBURY
Signed the 990-PF
JERRY N STANSBURY, Trustee
Phone
(940) 465-4523
Return prepared by
CATHERINE R REAMS CPA PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-7085291
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
2013
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,740,928
Income (IRS master file)
$847,772

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-TDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$377,525$641,897$2,970,749IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 J LEE STANSBURY TR

What is the EIN of J LEE STANSBURY TR?
The employer identification number (EIN) of J LEE STANSBURY TR is 27-7085291.
Is J LEE STANSBURY TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to J LEE STANSBURY TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J LEE STANSBURY TR file?
Form 990-PF. Private foundations file every year.
When is the next return of J LEE STANSBURY TR 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 J LEE STANSBURY TR 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 J LEE STANSBURY TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $88,909 (ANDY STANSBURY, PROPERTY MGR).
How much revenue does J LEE STANSBURY TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $465,143, expenses of $642,267 and total assets of $2,740,928 at year end.

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