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Nonprofit · EIN 74-2298675

AMY SHELTON MCNUTT CHARITABLE TRUST

Tax-exempt · SAN ANTONIO, TX 78209

Financials

$602K$1.3M2022$1.9M$1.3M2023$671K$1.4M2024
Revenue Expenses · by fiscal year end
Financials of AMY SHELTON MCNUTT CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$670,571$1,370,249-$699,678$7,788,668$0$7,788,668
September 30, 2024990-PF$1,923,257$1,274,158$649,099$8,488,346$0$8,488,346
September 30, 2023990-PF$601,768$1,290,579-$688,811$7,859,651$20,404$7,839,247
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$20,797
Dividends
$561,891
Interest
$2,419
Net gain from sales of assets
$46,044
Other income
$39,420

Expenses

Grants and similar amounts paid
$1,236,115
Compensation of officers, directors and key employees
$40,000
Disbursements for charitable purposes
$1,280,112
Excise tax on investment income
$8,618

Balance sheet and other

Total assets, start of year
$8,488,346
Total assets, end of year
$7,788,668
Total liabilities, end of year
$0
Net assets, end of year
$7,788,668
Fair market value of assets
$29,604,006
Qualifying distributions
$1,280,112
Net investment income
$649,744

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.

NameTitleHours / weekCompensation
JACK GUENTHER
153 TREELINE PARK SUITE 300, SAN ANTONIO, TX 78209
Trustee1$20,000
COURTNEY WALKER
206 E SUNSET RD, SAN ANTONIO, TX 78209
Trustee1$20,000
990-PF for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
JACK GUENTHER
153 TREELINE PARK SUITE 300, SAN ANTONIO, TX 78209
Trustee1$20,000
COURTNEY WALKER
206 E SUNSET RD, SAN ANTONIO, TX 78209
Trustee1$20,000
990-PF for the year ended September 30, 2023: 2 people
NameTitleHours / weekCompensation
JACK GUENTHER
153 TREELINE PARK SUITE 300, SAN ANTONIO, TX 78209
Trustee1$20,000
COURTNEY WALKER
206 E SUNSET RD, SAN ANTONIO, TX 78209
Trustee1$20,000

Address and contacts

Address (IRS master file)
153 TREELINE PARK STE 300, SAN ANTONIO, TX 78209-1880
Signed the 990-PF
JACK GUENTHER, Trustee
Phone
(210) 829-1800

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 yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
74-2298675
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
1984
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$7,788,668
Income (IRS master file)
$1,031,746

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$670,571$1,370,249$7,788,668XML
990-PFSeptember 2024$1,923,257$1,274,158$8,488,346XML
990-PFSeptember 2023$601,768$1,290,579$7,859,651XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––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 74-2298675).

Questions about AMY SHELTON MCNUTT CHARITABLE TRUST

What is the EIN of AMY SHELTON MCNUTT CHARITABLE TRUST?
The employer identification number (EIN) of AMY SHELTON MCNUTT CHARITABLE TRUST is 74-2298675.
Is AMY SHELTON MCNUTT CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to AMY SHELTON MCNUTT CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AMY SHELTON MCNUTT CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of AMY SHELTON MCNUTT CHARITABLE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AMY SHELTON MCNUTT CHARITABLE TRUST 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 AMY SHELTON MCNUTT CHARITABLE TRUST?
The 990-PF for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $20,000 (JACK GUENTHER, Trustee).
How much revenue does AMY SHELTON MCNUTT CHARITABLE TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $670,571, expenses of $1,370,249 and total assets of $7,788,668 at year end.

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