Nonprofit · EIN 47-5269692
GENE AND LORETTA RUSSELL FOUNDATION
Tax-exempt · BAYTOWN, TX 77521
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $10,336,034 | $722,594 | $9,613,440 | $9,898,146 | $0 | $9,898,146 |
| September 30, 2024 | 990-PF | $141,861 | $8,995 | $132,866 | $284,706 | $0 | $284,706 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $9,943,969
- Dividends
- $204,505
- Net gain from sales of assets
- -$8,008
- Other income
- $195,568
Expenses
- Grants and similar amounts paid
- $486,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $694,543
- Excise tax on investment income
- $5,171
Balance sheet and other
- Total assets, start of year
- $284,706
- Total assets, end of year
- $9,898,146
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,898,146
- Fair market value of assets
- $10,415,745
- Qualifying distributions
- $694,543
- Net investment income
- $400,073
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN DONCARLOS 825 ROLLINGBROOK, BAYTOWN, TX 77521 | TRUSTEE | 3 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN E RUSSELL 5918 SOUTHERN HILLS DRIVE, HOUSTON, TX 77069 | TRUSTEE | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 825 ROLLINGBROOK DR, BAYTOWN, TX 77521-4073
- In care of
- % STEPHEN DONCARLOS
- Signed the 990-PF
- STEPHEN DONCARLOS, TRUSTEE
- Phone
- (713) 871-8310
- Return prepared by
- SPAIN PRICE READER & THOMPSON 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 47-5269692
- 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
- 2015
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $9,898,146
- Income (IRS master file)
- $12,755,081
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $10,336,034 | $722,594 | $9,898,146 | XML |
| 990-PF | September 2024 | $141,861 | $8,995 | $284,706 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 47-5269692).
Questions about GENE AND LORETTA RUSSELL FOUNDATION
- What is the EIN of GENE AND LORETTA RUSSELL FOUNDATION?
- The employer identification number (EIN) of GENE AND LORETTA RUSSELL FOUNDATION is 47-5269692.
- Is GENE AND LORETTA RUSSELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to GENE AND LORETTA RUSSELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GENE AND LORETTA RUSSELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GENE AND LORETTA RUSSELL FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GENE AND LORETTA RUSSELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of GENE AND LORETTA RUSSELL FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does GENE AND LORETTA RUSSELL FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $10,336,034, expenses of $722,594 and total assets of $9,898,146 at year end.
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