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Nonprofit · EIN 46-6755017

THE JULIA AT WILLIAMS IRRV TR

Tax-exempt · AMARILLO, TX 79101

Financials

$3K$114K2023$107K$107K2024$124K$111K2025
Revenue Expenses · by fiscal year end
Financials of THE JULIA AT WILLIAMS IRRV TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$124,246$110,974$13,272$1,608,852$0$1,608,852
December 31, 2024990-PF$106,803$106,668$135$1,595,580$0$1,595,580
December 31, 2023990-PF$2,761$114,107-$111,346$1,595,445$0$1,595,445
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$39,960
Interest
$16,464
Net gain from sales of assets
$67,822

Expenses

Grants and similar amounts paid
$89,651
Compensation of officers, directors and key employees
$19,043
Disbursements for charitable purposes
$89,651
Excise tax on investment income
$1,431

Balance sheet and other

Total assets, start of year
$1,595,580
Total assets, end of year
$1,608,852
Total liabilities, end of year
$0
Net assets, end of year
$1,608,852
Fair market value of assets
$1,983,920
Qualifying distributions
$89,651
Net investment income
$124,246

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.

NameTitleHours / weekCompensation
AMARILLO NATIONAL BANK
BOX 1, AMARILLO, TX 79105
Trustee10$19,043
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
AMARILLO NATIONAL BANK
BOX 1, AMARILLO, TX 79105
Trustee10$18,444
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
AMARILLO NATIONAL BANK
BOX 1, AMARILLO, TX 79105
Trustee10$17,418

Address and contacts

Address (IRS master file)
PLAZA ONE BOX 1, AMARILLO, TX 79101-1502
In care of
% AMARILLO NATIONAL BANK TTEE
Signed the 990-PF
AMARILLO NATIONAL BANK, Trustee
Phone
(806) 378-8334
Return prepared by
Hudgins Crosier Sumpter PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-6755017
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,608,852
Income (IRS master file)
$244,602

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$124,246$110,974$1,608,852XML
990-PFDecember 2024$106,803$106,668$1,595,580XML
990-PFDecember 2023$2,761$114,107$1,595,445XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 46-6755017).

Questions about THE JULIA AT WILLIAMS IRRV TR

What is the EIN of THE JULIA AT WILLIAMS IRRV TR?
The employer identification number (EIN) of THE JULIA AT WILLIAMS IRRV TR is 46-6755017.
Is THE JULIA AT WILLIAMS IRRV TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to THE JULIA AT WILLIAMS IRRV TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE JULIA AT WILLIAMS IRRV TR file?
Form 990-PF. Private foundations file every year.
When is the next return of THE JULIA AT WILLIAMS IRRV TR 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 THE JULIA AT WILLIAMS IRRV TR 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 THE JULIA AT WILLIAMS IRRV TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,043 (AMARILLO NATIONAL BANK, Trustee).
How much revenue does THE JULIA AT WILLIAMS IRRV TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $124,246, expenses of $110,974 and total assets of $1,608,852 at year end.

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