Nonprofit · EIN 45-3326925
JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION
Tax-exempt · SAN ANGELO, TX 76904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,428,151 | $2,704,669 | -$1,276,518 | $37,784,398 | $10,133 | $37,774,265 |
| December 31, 2023 | 990-PF | $619,619 | $2,826,859 | -$2,207,240 | $39,170,121 | $119,338 | $39,050,783 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,471,405
- Net gain from sales of assets
- -$43,254
Expenses
- Grants and similar amounts paid
- $2,378,830
- Compensation of officers, directors and key employees
- $135,000
- Disbursements for charitable purposes
- $2,473,577
- Excise tax on investment income
- $17,667
Balance sheet and other
- Total assets, start of year
- $39,170,121
- Total assets, end of year
- $37,784,398
- Total liabilities, end of year
- $10,133
- Net assets, end of year
- $37,774,265
- Fair market value of assets
- $42,106,175
- Qualifying distributions
- $2,473,577
- Net investment income
- $1,471,405
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCUS LOPEZ 5106 KNICKERBOCKER ROAD, SAN ANGELO, TX 76904 | EXECUTIVE DIRECTOR | 20 | $135,000 |
| JAMES B ARCHER 5106 KNICKERBOCKER ROAD, SAN ANGELO, TX 76904 | CHAIRMAN | 1 | $0 |
| LOIS R ARCHER 5106 KNICKERBOCKER ROAD, SAN ANGELO, TX 76904 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCUS LOPEZ 5106 KNICKERBOCKER ROAD, SAN ANGELO, TX 76904 | EXECUTIVE DIRECTOR | 20 | $135,000 |
| JAMES B ARCHER 5106 KNICKERBOCKER ROAD, SAN ANGELO, TX 76904 | CHAIRMAN | 1 | $0 |
| LOIS R ARCHER 5106 KNICKERBOCKER ROAD, SAN ANGELO, TX 76904 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5106 KNICKERBOCKER RD, SAN ANGELO, TX 76904-7714
- In care of
- % MARCUS LOPEZ
- Signed the 990-PF
- MARCUS LOPEZ, EXECUTIVE DIRECTOR
- Phone
- (325) 223-6203
- Return prepared by
- DELOITTE TAX LLP
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 | Not 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
- 45-3326925
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $37,784,398
- Income (IRS master file)
- $7,775,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,428,151 | $2,704,669 | $37,784,398 | XML |
| 990-PF | December 2023 | $619,619 | $2,826,859 | $39,170,121 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 45-3326925).
Questions about JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION
- What is the EIN of JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION is 45-3326925.
- Is JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES B AND LOIS R ARCHER CHARITABLE 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 JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $135,000 (MARCUS LOPEZ, EXECUTIVE DIRECTOR).
- How much revenue does JAMES B AND LOIS R ARCHER CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,428,151, expenses of $2,704,669 and total assets of $37,784,398 at year end.
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