Nonprofit · EIN 46-0827422
PARTNERSFINANCIAL CHARITABLE FOUNDATION
Tax-exempt · AUSTIN, TX 78746
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $114,298 | $143,064 | -$28,766 | $1,809,380 | $500 | $1,808,880 |
| December 31, 2023 | 990 | $466,098 | $157,726 | $308,372 | $1,720,545 | $3,500 | $1,717,045 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $67,200
- Program service revenue
- $0
- Investment income
- $47,098
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $102,000
- Compensation of officers, directors and key employees
- $29,000
- Salaries, compensation and benefits (total)
- $29,000
- Professional fundraising fees
- $0
- Accounting fees
- $2,695
- Program services (functional)
- $103,947
- Management and general (functional)
- $39,117
Balance sheet and other
- Total assets, start of year
- $1,720,545
- Total assets, end of year
- $1,809,380
- Total liabilities, end of year
- $500
- Net assets, end of year
- $1,808,880
- Publicly traded securities
- $1,786,390
- Net assets without donor restrictions
- $1,808,880
- Gross receipts
- $114,298
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2012
- 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 |
|---|---|---|---|
| JAYSON SAMUELS | EXECUTIVE DIRECTOR Officer | 20 | $24,000 |
| CARRIE MEIER | DIRECTOR Trustee or director, Officer | 1 | $5,000 |
| JASON O'DELL | CHAIRMAN Trustee or director | 1 | $0 |
| JOHN IRVIN | DIRECTOR Trustee or director, Officer | 1 | $0 |
| RYAN BARRADAS | DIRECTOR Trustee or director | 1 | $0 |
| MARTY NANNE | DIRECTOR Trustee or director, Officer | 1 | $0 |
| JEFF OSTRUM | DIRECTOR Trustee or director | 1 | $0 |
| WILL PLATT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAYSON SAMUELS | EXECUTIVE DIRECTOR Officer | 20 | $24,400 |
| JASON O'DELL | DIRECTOR Trustee or director | 1 | $0 |
| JOHN IRVIN | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| RYAN BARRADAS | DIRECTOR Trustee or director | 1 | $0 |
| MARTY NANNE | DIRECTOR Trustee or director, Officer | 1 | $0 |
| JEFF OSTRUM | DIRECTOR Trustee or director | 1 | $0 |
| WILL PLATT | DIRECTOR Trustee or director | 1 | $0 |
| PETER CHUNG | PRESIDENT Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1250 CAPITAL OF TX HWY S BLD 2 60, AUSTIN, TX 78746-6446
- Mailing address (990-N for 2012)
- 1250 Capital of Texas Hwy S Ste 125, Austin TX 78746
- Principal officer (990 for 2024)
- JAYSON SAMUELS, 1250 CAPITAL OF TX HWY S BLD 2 600, AUSTIN, TX 78746
- Principal officer (990-N for 2012)
- James Monteverde, 1250 Capital of Texas Hwy S Ste 125, Austin TX 78746
- Signed the 990
- JAYSON SAMUELS, EXECUTIVE DIRECTOR
- Phone
- (512) 697-6971
- Return prepared by
- MAXWELL LOCKE & RITTER LLP
Mission
TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT IMPROVE OUR MEMBERS' LOCAL COMMUNITIES.
Program accomplishments
- TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT IMPROVE OUR MEMBERS' LOCAL COMMUNITIES. RECOMMENDATIONS ARE MADE BY PARTNERSFINANCIAL MEMBERSHIP AND APPROVED BY THE GRANTS COMMITTEE.Expenses $103,947 · grants $102,000
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
- 46-0827422
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $1,809,380
- Income (IRS master file)
- $114,298
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $114,298 | $143,064 | $1,809,380 | XML |
| 990 | December 2023 | $466,098 | $157,726 | $1,720,545 | XML |
| 990 | December 2022 | $119,474 | $159,572 | $1,254,326 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2012 Officer: James Monteverde | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 46-0827422).
Questions about PARTNERSFINANCIAL CHARITABLE FOUNDATION
- What is the EIN of PARTNERSFINANCIAL CHARITABLE FOUNDATION?
- The employer identification number (EIN) of PARTNERSFINANCIAL CHARITABLE FOUNDATION is 46-0827422.
- Is PARTNERSFINANCIAL CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to PARTNERSFINANCIAL CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PARTNERSFINANCIAL CHARITABLE 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 PARTNERSFINANCIAL 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 PARTNERSFINANCIAL CHARITABLE 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 PARTNERSFINANCIAL CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 names JAYSON SAMUELS.
- Who are the officers and directors of PARTNERSFINANCIAL CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 2 received compensation from the organization, the highest $24,000 (JAYSON SAMUELS, EXECUTIVE DIRECTOR).
- How much revenue does PARTNERSFINANCIAL CHARITABLE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $114,298, expenses of $143,064 and total assets of $1,809,380 at year end.
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