Nonprofit · EIN 74-2553221
EUGENIA AND LAWRENCE A BERTETTI FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $16,748 | $19,455 | -$2,707 | $277,218 | $0 | $277,218 |
| June 30, 2024 | 990-PF | $16,159 | $18,191 | -$2,032 | $279,925 | $0 | $279,925 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,275
- Dividends
- $2,675
- Interest
- $12,417
- Other income
- $381
Expenses
- Grants and similar amounts paid
- $18,000
- Disbursements for charitable purposes
- $18,000
- Excise tax on investment income
- $195
Balance sheet and other
- Total assets, start of year
- $279,925
- Total assets, end of year
- $277,218
- Total liabilities, end of year
- $0
- Net assets, end of year
- $277,218
- Fair market value of assets
- $352,109
- Qualifying distributions
- $18,000
- Net investment income
- $15,473
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA BERTETTI BAUCUM 126 EAST KINGS HIGHWAY, SAN ANTONIO, TX 78212 | Trustee | 1 | $0 |
| LINDA L BERTETTI 2723 ESSEX TERRACE, HOUSTON, TX 77027 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EUGENIA BERTETTI PO BOX 12139, SAN ANTONIO, TX 782120139 | Trustee | 0 | $0 |
| LAURA BERTETTI BAUCUM 126 EAST KINGS HIGHWAY, SAN ANTONIO, TX 78212 | Trustee | 1 | $0 |
| LINDA L BERTETTI 2723 ESSEX TERRACE, HOUSTON, TX 77027 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 126 E KINGS HWY, SAN ANTONIO, TX 78212-2960
- In care of
- % LAWRENCE A BERTETTI
- Signed the 990-PF
- LAURA BERTETTI BAUCUM, Trustee
- Phone
- (210) 827-2197
- Return prepared by
- Booker Arceneaux Myers & Maxwell 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-2553221
- 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
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $277,218
- Income (IRS master file)
- $525,863
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $16,748 | $19,455 | $277,218 | XML |
| 990-PF | June 2024 | $16,159 | $18,191 | $279,925 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 74-2553221).
Questions about EUGENIA AND LAWRENCE A BERTETTI FOUNDATION
- What is the EIN of EUGENIA AND LAWRENCE A BERTETTI FOUNDATION?
- The employer identification number (EIN) of EUGENIA AND LAWRENCE A BERTETTI FOUNDATION is 74-2553221.
- Is EUGENIA AND LAWRENCE A BERTETTI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to EUGENIA AND LAWRENCE A BERTETTI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EUGENIA AND LAWRENCE A BERTETTI FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EUGENIA AND LAWRENCE A BERTETTI FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EUGENIA AND LAWRENCE A BERTETTI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of EUGENIA AND LAWRENCE A BERTETTI FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does EUGENIA AND LAWRENCE A BERTETTI FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $16,748, expenses of $19,455 and total assets of $277,218 at year end.
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