Nonprofit · EIN 47-5125790
PATS LEGACY
Tax-exempt · ROUND TOP, TX 78954
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $189,358 | $99,324 | $90,034 | $1,427,716 | $59,618 | $1,368,098 |
| December 31, 2023 | 990-PF | $145,875 | $85,590 | $60,285 | $1,333,167 | $55,103 | $1,278,064 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $112,999
- Dividends
- $50,158
- Interest
- $1,333
- Net gain from sales of assets
- $16,730
- Other income
- $8,138
Expenses
- Grants and similar amounts paid
- $89,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $91,758
- Excise tax on investment income
- $843
Balance sheet and other
- Total assets, start of year
- $1,333,167
- Total assets, end of year
- $1,427,716
- Total liabilities, end of year
- $59,618
- Net assets, end of year
- $1,368,098
- Fair market value of assets
- $2,063,399
- Qualifying distributions
- $91,758
- Net investment income
- $68,221
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 |
|---|---|---|---|
| SHANNON SIMAR PO BOX 297, ROUND TOP, TX 78954 | PRESIDENT, V.P., DIRECTOR, | 1 | $0 |
| SUZANNE SIMAR PO BOX 297, ROUND TOP, TX 78954 | DIRECTOR, SECRETARY | 1 | $0 |
| KRISTEN SIMAR PO BOX 297, ROUND TOP, TX 78954 | DIRECTOR | 1 | $0 |
| TANYA FAULKNER PO BOX 297, ROUND TOP, TX 78954 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANNON SIMAR PO BOX 297, ROUND TOP, TX 78954 | PRESIDENT, V.P., DIRECTOR, | 1 | $0 |
| SUZANNE SIMAR PO BOX 297, ROUND TOP, TX 78954 | DIRECTOR, SECRETARY | 1 | $0 |
| KRISTEN SIMAR PO BOX 297, ROUND TOP, TX 78954 | DIRECTOR | 1 | $0 |
| TANYA FAULKNER PO BOX 297, ROUND TOP, TX 78954 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 297, ROUND TOP, TX 78954-0297
- In care of
- % SUZANNE SIMAR
- Signed the 990-PF
- SHANNON SIMAR, PRESIDENT
- Phone
- (979) 249-3851
- Return prepared by
- RSM US 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
- 47-5125790
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,427,716
- Income (IRS master file)
- $445,121
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 PATS LEGACY
- What is the EIN of PATS LEGACY?
- The employer identification number (EIN) of PATS LEGACY is 47-5125790.
- Is PATS LEGACY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to PATS LEGACY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PATS LEGACY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATS LEGACY 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 PATS LEGACY 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 PATS LEGACY?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does PATS LEGACY have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $189,358, expenses of $99,324 and total assets of $1,427,716 at year end.
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- ROUND TOP INTERNATIONAL FILM FESTIVAL EIN 99-1497369 · last filed 990 for 2024
- ROUND TOP LIBRARY ASSOCIATION INC EIN 74-2915181 · last filed 990 for 2025
- LAYMANS RETREAT AT ROUND TOP EIN 76-0120652 · last filed 990 for 2026
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All nonprofits in ROUND TOP · Texas · Philanthropy, voluntarism and grantmaking foundations