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Nonprofit · EIN 30-6701268

DAVID AND JUDY NORSWORTHY CHARITABLE TR

Tax-exempt · AUSTIN, TX 78768

Financials

$6.4M$1.2M2023$596K$1.4M2024$693K$1.7M2025
Revenue Expenses · by fiscal year end
Financials of DAVID AND JUDY NORSWORTHY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$692,679$1,663,037-$970,358$24,713,732$0$24,713,732
December 31, 2024990-PF$596,308$1,376,952-$780,644$25,679,231$0$25,679,231
December 31, 2023990-PF$6,386,268$1,234,293$5,151,975$26,459,875$0$26,459,875
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$612,628
Net gain from sales of assets
$75,418
Other income
$4,633

Expenses

Grants and similar amounts paid
$1,377,500
Compensation of officers, directors and key employees
$192,391
Disbursements for charitable purposes
$1,446,226
Excise tax on investment income
$5,265

Balance sheet and other

Total assets, start of year
$25,679,231
Total assets, end of year
$24,713,732
Total liabilities, end of year
$0
Net assets, end of year
$24,713,732
Fair market value of assets
$29,980,166
Qualifying distributions
$1,446,226
Net investment income
$587,203

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
Frost Bank
401 Congress Ave Suite 1200, Austin, TX 78701
Trustee3$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Frost Bank
401 Congress Ave Suite 1200, Austin, TX 78701
Trustee3$179,700
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Frost Bank
401 Congress Ave Suite 1200, Austin, TX 78701
Trustee3$120,643

Address and contacts

Address (IRS master file)
PO BOX 2127, AUSTIN, TX 78768-2127
In care of
% FROST BANK TRUSTEE
Signed the 990-PF
Frost Bank, Trustee
Phone
(512) 473-4801
Return prepared by
Harrison & Hudson 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 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
30-6701268
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$24,713,732
Income (IRS master file)
$2,160,107

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$692,679$1,663,037$24,713,732IRS
990-PFDecember 2024$596,308$1,376,952$25,679,231IRS
990-PFDecember 2023$6,386,268$1,234,293$26,459,875XML
990-PFDecember 2022–––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 30-6701268).

Questions about DAVID AND JUDY NORSWORTHY CHARITABLE TR

What is the EIN of DAVID AND JUDY NORSWORTHY CHARITABLE TR?
The employer identification number (EIN) of DAVID AND JUDY NORSWORTHY CHARITABLE TR is 30-6701268.
Is DAVID AND JUDY NORSWORTHY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to DAVID AND JUDY NORSWORTHY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID AND JUDY NORSWORTHY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID AND JUDY NORSWORTHY CHARITABLE 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 DAVID AND JUDY NORSWORTHY CHARITABLE 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 DAVID AND JUDY NORSWORTHY CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does DAVID AND JUDY NORSWORTHY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $692,679, expenses of $1,663,037 and total assets of $24,713,732 at year end.

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