Nonprofit · EIN 34-2006488
CHARITY BALL LEGACY FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $227,137 | $398,608 | -$171,471 | $10,669,931 | $0 | $10,669,931 |
| December 31, 2023 | 990 | $260,803 | $328,297 | -$67,494 | $9,301,494 | $139 | $9,301,355 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $47,751
- Program service revenue
- $0
- Investment income
- $179,386
- Net gain from sales of assets
- -$21,642
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $300,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $300,000
- Management and general (functional)
- $98,608
Balance sheet and other
- Total assets, start of year
- $9,301,494
- Total assets, end of year
- $10,669,931
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,669,931
- Publicly traded securities
- $10,249,832
- Net assets without donor restrictions
- $10,560,932
- Net assets with donor restrictions
- $108,999
- Gross receipts
- $2,595,049
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2004
- State of legal domicile
- TX
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN JOHNSON | Chair EMERITUS Trustee or director, Officer | 0.5 | $0 |
| VICKI MCLAUGHLIN | Chairman Trustee or director, Officer | 0.5 | $0 |
| BARBARA WOOD | MEMBER Trustee or director | 0.5 | $0 |
| JILL VASSAR | President Trustee or director, Officer | 0.5 | $0 |
| ALLISON ZELLER | Treasurer Trustee or director, Officer | 0.5 | $0 |
| ROBERT WORTH | VP GIFTS Trustee or director, Officer | 0.5 | $0 |
| CAROLINE SCHUPBACH | VP DEVELOPMENT Trustee or director, Officer | 0.5 | $0 |
| KELLY CAVENDER | Secretary Trustee or director, Officer | 0.5 | $0 |
| ELIZABETH BODDY | VP INVESTMENTS Trustee or director, Officer | 0.5 | $0 |
| DIANA MOREHOUSE | VP P/R Trustee or director, Officer | 0.5 | $0 |
| KEVIN KENNEDY | MEMBER Trustee or director | 0.5 | $0 |
| JAN HILL | MEMBER Trustee or director | 0.5 | $0 |
| ESTEE KELLOGG | MEMBER Trustee or director | 0.5 | $0 |
| STUART HENDRY | MEMBER Trustee or director | 0.5 | $0 |
| EDWARD MOORE | MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN JOHNSON | Chair EMERITUS Trustee or director, Officer | 0.5 | $0 |
| VICKI MCLAUGHLIN | Chairman Trustee or director, Officer | 0.5 | $0 |
| BARBARA WOOD | President Trustee or director, Officer | 0.5 | $0 |
| JILL VASSAR | Treasurer Trustee or director, Officer | 0.5 | $0 |
| ALLISON ZELLER | Secretary Trustee or director, Officer | 0.5 | $0 |
| ROBERT WORTH | VP GIFTS Trustee or director, Officer | 0.5 | $0 |
| CAROLINE SCHUPBACH | VP DEVELOPMENT Trustee or director, Officer | 0.5 | $0 |
| ELIZABETH BODDY | VP INVESTMENTS Trustee or director, Officer | 0.5 | $0 |
| DIANA MOREHOUSE | VP P/R Trustee or director, Officer | 0.5 | $0 |
| JAN HILL | MEMBER Trustee or director | 0.5 | $0 |
| ESTEE KELLOGG | MEMBER Trustee or director | 0.5 | $0 |
| SUE ARNIM | MEMBER Trustee or director | 0.5 | $0 |
| STUART HENDRY | MEMBER Trustee or director | 0.5 | $0 |
| EDWARD MOORE | MEMBER Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 100145, SAN ANTONIO, TX 78201-1445
- In care of
- % JAMES K LOWRY JR
- Principal officer (990 for 2024)
- ALLISON ZELLER, PO BOX 100145, SAN ANTONIO, TX 782011445
- Signed the 990
- ALLISON ZELLER, Treasurer
- Phone
- (210) 241-4657
- Return prepared by
- SCHRIVER CARMONA & COMPANY PLLC
Mission
THE MISSION OF THE CHARITY BALL LEGACY FOUNDATION IS TO PRESERVE AND SUSTAIN THE WORK OF THE CHARITY BALL ASSOCIATION TO SUPPORT AND ENHANCE THE QUALITY OF LIFE FOR THE CHILDREN OF BEXAR COUNTY.
Program accomplishments
- GRANTS WILL BE MADE FROM THE FOUNDATION TO THE CHARITY BALL ASSOCIATION FOR GENERAL PURPOSES.Expenses $300,000 · grants $300,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-2006488
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,669,931
- Income (IRS master file)
- $2,595,049
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $227,137 | $398,608 | $10,669,931 | XML |
| 990 | December 2023 | $260,803 | $328,297 | $9,301,494 | XML |
| 990 | December 2022 | $1,271,797 | $277,513 | $8,161,696 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | 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 34-2006488).
Questions about CHARITY BALL LEGACY FOUNDATION
- What is the EIN of CHARITY BALL LEGACY FOUNDATION?
- The employer identification number (EIN) of CHARITY BALL LEGACY FOUNDATION is 34-2006488.
- Is CHARITY BALL LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to CHARITY BALL LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CHARITY BALL LEGACY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHARITY BALL LEGACY 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 CHARITY BALL LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CHARITY BALL LEGACY FOUNDATION?
- The 990 for the year ended December 31, 2024 names ALLISON ZELLER.
- Who are the officers and directors of CHARITY BALL LEGACY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does CHARITY BALL LEGACY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $227,137, expenses of $398,608 and total assets of $10,669,931 at year end.
Other nonprofits in SAN ANTONIO
- SAN ANTONIO AREA FOUNDATION EIN 74-6065414 · last filed 990 for 2024
- KATE MARMION CHARITABLE FOUNDATION EIN 26-3209975 · last filed 990-PF for 2025
- UNITED WAY OF SAN ANTONIO & BEXAR COUNTY EIN 74-1272381 · last filed 990 for 2025
- IMPETUS FOUNDATION EIN 27-1602489 · last filed 990-PF for 2025
- PETCO LOVE EIN 33-0845930 · last filed 990 for 2025
- HARVEY E NAJIM CHARITABLE FOUNDATION EIN 20-8060391 · last filed 990-PF for 2024
- THE USAA FOUNDATION INC EIN 20-2303140 · last filed 990-PF for 2024
- JOHN G KENEDY JR CHARITABLE TR -SURFACE ESTATE TR EIN 82-6501674 · last filed 990 for 2026
All nonprofits in SAN ANTONIO · Texas · Philanthropy, voluntarism and grantmaking foundations