Nonprofit · EIN 31-1608714
WALTRIP-MCGEE FOUNDATION
Tax-exempt · HOUSTON, TX 77019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $143,456 | $268,526 | -$125,070 | $7,525,687 | $0 | $7,525,687 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $143,456
Expenses
- Grants and similar amounts paid
- $250,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $254,656
- Excise tax on investment income
- $1,929
Balance sheet and other
- Total assets, start of year
- $7,650,757
- Total assets, end of year
- $7,525,687
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,525,687
- Fair market value of assets
- $11,968,446
- Qualifying distributions
- $254,656
- Net investment income
- $143,456
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLY WALTRIP 6017 MEMORIAL DR UNIT 207, HOUSTON, TX 770777002 | President | 1 | $0 |
| ROBERT L WALTRIP JR 2929 Allen Parkway 20th Fl, Houston, TX 77019 | SEC/TREASURER | 1 | $0 |
| WILLIAM BLAIR WALTRIP 2929 Allen Parkway 20th Fl, HOUSTON, TX 77019 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2929 ALLEN PARKWAY 20TH FLOOR, HOUSTON, TX 77019-7101
- In care of
- % HOLLY WALTRIP
- Signed the 990-PF
- HOLLY WALTRIP, President
- Phone
- (713) 525-5264
- Return prepared by
- BDO USA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1608714
- 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
- 1998
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $7,525,687
- Income (IRS master file)
- $143,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | – | – | – | IRS |
| 990-PF | April 2024 | – | – | – | IRS |
| 990-PF | April 2023 | $165,771 | $46,400 | $7,472,856 | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | 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 WALTRIP-MCGEE FOUNDATION
- What is the EIN of WALTRIP-MCGEE FOUNDATION?
- The employer identification number (EIN) of WALTRIP-MCGEE FOUNDATION is 31-1608714.
- Is WALTRIP-MCGEE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WALTRIP-MCGEE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTRIP-MCGEE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTRIP-MCGEE FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTRIP-MCGEE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of WALTRIP-MCGEE FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WALTRIP-MCGEE FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $143,456, expenses of $268,526 and total assets of $7,525,687 at year end.
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