Skip to main content

Nonprofit · EIN 46-7464671

SPECK AND POLLY NEW CHARITABLE FOUNDATION TR

Also known as WILLIAM O GREEN JR TTEE

Tax-exempt · CORP CHRISTI, TX 78403

Financials

$331K$407K2023$579K$435K2024
Revenue Expenses · by fiscal year end
Financials of SPECK AND POLLY NEW CHARITABLE FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$579,349$435,352$143,997$6,587,615$0$6,587,615
December 31, 2023990-PF$330,924$406,585-$75,661$6,442,176$0$6,442,176
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$223,091
Net gain from sales of assets
$356,258

Expenses

Grants and similar amounts paid
$381,024
Compensation of officers, directors and key employees
$50,088
Disbursements for charitable purposes
$381,024
Excise tax on investment income
$7,298

Balance sheet and other

Total assets, start of year
$6,442,176
Total assets, end of year
$6,587,615
Total liabilities, end of year
$0
Net assets, end of year
$6,587,615
Fair market value of assets
$7,995,331
Qualifying distributions
$381,024
Net investment income
$579,349

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.

NameTitleHours / weekCompensation
FROST BANK
PO BOX 749, CORPUS CHRISTI, TX 784030749
TRUSTEE/DIRECTOR1$50,088
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FROST BANK
PO BOX 749, CORPUS CHRISTI, TX 784030749
TRUSTEE/DIRECTOR1$47,307

Address and contacts

Address (IRS master file)
PO BOX 749, CORP CHRISTI, TX 78403-0749
In care of
% WILLIAM O GREEN JR
Signed the 990-PF
PAUL CROZIER, TRUSTEE
Phone
(361) 844-1055
Return prepared by
CRI ADVISORS LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-7464671
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,587,615
Income (IRS master file)
$1,835,150

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$579,349$435,352$6,587,615IRS
990-PFDecember 2023$330,924$406,585$6,442,176XML
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 46-7464671).

Questions about SPECK AND POLLY NEW CHARITABLE FOUNDATION TR

What is the EIN of SPECK AND POLLY NEW CHARITABLE FOUNDATION TR?
The employer identification number (EIN) of SPECK AND POLLY NEW CHARITABLE FOUNDATION TR is 46-7464671.
Is SPECK AND POLLY NEW CHARITABLE FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to SPECK AND POLLY NEW CHARITABLE FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SPECK AND POLLY NEW CHARITABLE FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of SPECK AND POLLY NEW CHARITABLE FOUNDATION TR 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 SPECK AND POLLY NEW CHARITABLE FOUNDATION TR 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 SPECK AND POLLY NEW CHARITABLE FOUNDATION TR?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $50,088 (FROST BANK, TRUSTEE/DIRECTOR).
How much revenue does SPECK AND POLLY NEW CHARITABLE FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $579,349, expenses of $435,352 and total assets of $6,587,615 at year end.

Other nonprofits in CORP CHRISTI

All nonprofits in CORP CHRISTI · Texas · Philanthropy, voluntarism and grantmaking foundations