Nonprofit · EIN 74-1688803
ELIZABETH SULLIVAN CLEM TRUST
Also known as BOBBITT ROBERT L JR & RICHARD F
Tax-exempt · SAN ANTONIO, TX 78299
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $468,677 | $647,783 | -$179,106 | $7,067,327 | $0 | $7,067,327 |
| December 31, 2024 | 990-PF | $289,459 | $789,723 | -$500,264 | $7,246,433 | $0 | $7,246,433 |
| December 31, 2023 | 990-PF | $255,926 | $650,019 | -$394,093 | $7,746,697 | $0 | $7,746,697 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $252,891
- Net gain from sales of assets
- $197,145
- Other income
- $18,641
Expenses
- Grants and similar amounts paid
- $556,536
- Compensation of officers, directors and key employees
- $78,249
- Disbursements for charitable purposes
- $596,585
- Excise tax on investment income
- $5,848
Balance sheet and other
- Total assets, start of year
- $7,246,433
- Total assets, end of year
- $7,067,327
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,067,327
- Fair market value of assets
- $9,076,605
- Qualifying distributions
- $596,585
- Net investment income
- $468,677
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 |
|---|---|---|---|
| FROST BANK TRUSTEE 111 W HOUSTON STREET, SAN ANTONIO, TX 78205 | TRUSTEE | 40 | $78,249 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FROST BANK TRUSTEE 111 W HOUSTON STREET, SAN ANTONIO, TX 78205 | TRUSTEE | 40 | $77,007 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FROST BANK TRUSTEE 111 W HOUSTON STREET, SAN ANTONIO, TX 78205 | TRUSTEE | 40 | $72,276 |
Address and contacts
- Address (IRS master file)
- PO BOX 2950, SAN ANTONIO, TX 78299-2950
- In care of
- % ROBERT LEE BOBBITT JR
- Signed the 990-PF
- FROST BANK, TRUSTEE
- Phone
- (210) 220-4167
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
- 74-1688803
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,067,327
- Income (IRS master file)
- $2,592,608
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $468,677 | $647,783 | $7,067,327 | IRS |
| 990-PF | December 2024 | $289,459 | $789,723 | $7,246,433 | IRS |
| 990-PF | December 2023 | $255,926 | $650,019 | $7,746,697 | 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 74-1688803).
Questions about ELIZABETH SULLIVAN CLEM TRUST
- What is the EIN of ELIZABETH SULLIVAN CLEM TRUST?
- The employer identification number (EIN) of ELIZABETH SULLIVAN CLEM TRUST is 74-1688803.
- Is ELIZABETH SULLIVAN CLEM TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ELIZABETH SULLIVAN CLEM TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH SULLIVAN CLEM TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH SULLIVAN CLEM TRUST 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 ELIZABETH SULLIVAN CLEM TRUST 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 ELIZABETH SULLIVAN CLEM TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $78,249 (FROST BANK TRUSTEE, TRUSTEE).
- How much revenue does ELIZABETH SULLIVAN CLEM TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $468,677, expenses of $647,783 and total assets of $7,067,327 at year end.
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