Nonprofit · EIN 46-1199139
MOB FAMILY FOUNDATION
Tax-exempt · DALLAS, TX 75201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $373,717 | $300,506 | $73,211 | $5,528,709 | $0 | $5,528,709 |
| December 31, 2024 | 990-PF | $496,684 | $260,709 | $235,975 | $5,455,498 | $0 | $5,455,498 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $99,157
- Interest
- $21,586
- Net gain from sales of assets
- $252,731
- Other income
- $243
Expenses
- Grants and similar amounts paid
- $263,500
- Disbursements for charitable purposes
- $265,275
- Excise tax on investment income
- $4,940
Balance sheet and other
- Total assets, start of year
- $5,455,498
- Total assets, end of year
- $5,528,709
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,528,709
- Fair market value of assets
- $5,858,629
- Qualifying distributions
- $265,275
- Net investment income
- $373,717
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Byrne Montgomery 200 Crescent Ct Suite 1200, Dallas, TX 75201 | President/Dir | 5 | $0 |
| William A Montgomery 200 Crescent Ct Suite 1200, Dallas, TX 75201 | VP/Director | 5 | $0 |
| William A Montgomery II 200 Crescent Ct Suite 1200, Dallas, TX 75201 | Secretary/Dir | 5 | $0 |
| John Porter Montgomery 200 Crescent Ct Suite 1200, Dallas, TX 75201 | Treasurer/Dir | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Byrne Montgomery 200 Crescent Ct Suite 1200, Dallas, TX 75201 | Pres./Treas. | 5 | $0 |
| William A Montgomery 200 Crescent Ct Suite 1200, Dallas, TX 75201 | Vice President | 5 | $0 |
| John Porter Montgomery 200 Crescent Ct Suite 1200, Dallas, TX 75201 | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 200 CRESCENT CT STE 1200, DALLAS, TX 75201-1807
- Signed the 990-PF
- John Porter Montgomery, Treasurer
- Phone
- (214) 756-6900
- Return prepared by
- Evelyn H Moses CPA
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 | 990-PF 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
- 46-1199139
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,528,709
- Income (IRS master file)
- $2,187,105
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | -$50,951 | $269,492 | $5,219,523 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 MOB FAMILY FOUNDATION
- What is the EIN of MOB FAMILY FOUNDATION?
- The employer identification number (EIN) of MOB FAMILY FOUNDATION is 46-1199139.
- Is MOB FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to MOB FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MOB FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MOB FAMILY FOUNDATION 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 MOB FAMILY FOUNDATION 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 MOB FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MOB FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $373,717, expenses of $300,506 and total assets of $5,528,709 at year end.
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