Nonprofit · EIN 52-7077420
BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR
Tax-exempt · HOUSTON, TX 77027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $65,899 | $95,295 | -$29,396 | $1,500,718 | $0 | $1,500,718 |
| December 31, 2024 | 990-PF | $71,200 | $88,123 | -$16,923 | $1,531,180 | $0 | $1,531,180 |
| December 31, 2023 | 990-PF | $5,560 | $77,797 | -$72,237 | $1,557,950 | $0 | $1,557,950 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $56,012
- Net gain from sales of assets
- $9,887
Expenses
- Grants and similar amounts paid
- $65,000
- Compensation of officers, directors and key employees
- $25,707
- Disbursements for charitable purposes
- $80,192
- Excise tax on investment income
- $706
Balance sheet and other
- Total assets, start of year
- $1,531,180
- Total assets, end of year
- $1,500,718
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,500,718
- Fair market value of assets
- $1,957,066
- Qualifying distributions
- $80,192
- Net investment income
- $65,899
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 |
|---|---|---|---|
| Huntington Nat'l Bnk Cadence 1333 West Loop South 1700, Houston, TX 77027 | Corp Trustee | 0 | $25,707 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cadence Bank 1333 West Loop South 1700, Houston, TX 77027 | Corp Trustee | 0 | $25,391 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bank of America P O Box 653067, Dallas, TX 75265 | Corp Trustee | 0 | $16,667 |
| Cadence Bank 1333 West Loop South 1700, Houston, TX 77027 | Corp Trustee | 0 | $1,195 |
Address and contacts
- Address (IRS master file)
- 1333 WEST LOOP S STE 1550, HOUSTON, TX 77027-9121
- In care of
- % CADENCE BANK TTEE
- Signed the 990-PF
- Greg Casamayor, SVP Officer
- Phone
- (713) 871-3910
- Return prepared by
- Taaffe & Associates 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 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
- 52-7077420
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,500,718
- Income (IRS master file)
- $103,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $65,899 | $95,295 | $1,500,718 | IRS |
| 990-PF | December 2024 | $71,200 | $88,123 | $1,531,180 | IRS |
| 990-PF | December 2023 | $5,560 | $77,797 | $1,557,950 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 52-7077420).
Questions about BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR
- What is the EIN of BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR?
- The employer identification number (EIN) of BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR is 52-7077420.
- Is BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR 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 BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR 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 BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $25,707 (Huntington Nat'l Bnk Cadence, Corp Trustee).
- How much revenue does BRIG GEN EDWARD DORR TRACY CFSA AND THE 1ST LT WILLIAM GIROUD BURT JR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,899, expenses of $95,295 and total assets of $1,500,718 at year end.
Other nonprofits in HOUSTON
- BAYLOR COLLEGE OF MEDICINE EIN 74-1613878 · last filed 990 for 2025
- WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 · last filed 990 for 2025
- HARMONY PUBLIC SCHOOLS EIN 76-0615245 · last filed 990 for 2025
- KIPP TEXAS INC EIN 01-0639602 · last filed 990 for 2025
- THE FOUNDATION EIN 92-0742101 · last filed 990 for 2025
- YES PREP PUBLIC SCHOOLS INC EIN 76-0563835 · last filed 990 for 2025
- UNIVERSITY OF ST THOMAS EIN 74-1277664 · last filed 990 for 2025
- KINKAID SCHOOL INC EIN 76-0295523 · last filed 990 for 2025