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Nonprofit · EIN 74-2861135

JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION

Tax-exempt · BOERNE, TX 78006

Financials

$15K$22K2023$30K$51K2024$21K$39K2025
Revenue Expenses · by fiscal year end
Financials of JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$20,650$38,810-$18,160$390,649$0$390,649
December 31, 2024990-PF$30,407$50,596-$20,189$408,809$0$408,809
December 31, 2023990-PF$15,432$22,467-$7,035$428,998$0$428,998
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$11,493
Net gain from sales of assets
$9,157

Expenses

Grants and similar amounts paid
$35,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$37,122
Excise tax on investment income
$268

Balance sheet and other

Total assets, start of year
$408,809
Total assets, end of year
$390,649
Total liabilities, end of year
$0
Net assets, end of year
$390,649
Fair market value of assets
$917,038
Qualifying distributions
$37,122
Net investment income
$20,650

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.

NameTitleHours / weekCompensation
JAMES L HARPER JR
259 MIRAVAL, BOERNE, TX 78006
PRESIDENT0$0
ANGELA F HARPER
39A SALISBURY AVE, TORONTO, ON M4X 1C5, CA
TRUSTEE0$0
CAROL A HARPER
259 MIRAVAL, BOERNE, TX 78006
SECRETARY0$0
PAUL D HARPER
POBOX 84, BLUE LAKE, CA 95525
TRUSTEE0$0
JAMES A FAIRCLOTH
3817 N KILBOURNE AVE, CHICAGO, IL 60641
TRUSTEE0$0
HEATHER H FAIRCLOTH
3817 N KILBOURNE AVE, CHICAGO, IL 60641
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
JAMES L HARPER
49 COLLEEN CIRCLE, DOWNINGTON, PA 19335
TRUSTEE0$0
ANGELA F HARPER
49 COLLEEN CIRCLE, DOWNINGTON, PA 19335
TRUSTEE0$0
CAROL A HARPER
49 COLLEEN CIRCLE, DOWNINGTON, PA 19335
TRUSTEE0$0
PAUL D HARPER
POBOX 84, BLUE LAKE, CA 95525
TRUSTEE0$0
JAMES A FAIRCLOTH
3817 NORTH KILBOURNE AVE, CHICAGO, IL 60641
TRUSTEE0$0
HEATHER H FAIRCLOTH
3817 NORTH KILBOURNE AVE, CHICAGO, IL 60641
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JAMES L HARPER
49 COLLEEN CIRCLE, DOWNINGTON, PA 19335
TRUSTEE0$0
ANGELA F HARPER
49 COLLEEN CIRCLE, DOWNINGTON, PA 19335
TRUSTEE0$0
CAROL A HARPER
49 COLLEEN CIRCLE, DOWNINGTON, PA 19335
TRUSTEE0$0
PAUL D HARPER
POBOX 84, BLUE LAKE, CA 95525
TRUSTEE0$0
JAMES A FAIRCLOTH
3817 NORTH KILBOURNE AVE, CHICAGO, IL 60641
TRUSTEE0$0
HEATHER H FAIRCLOTH
3817 NORTH KILBOURNE AVE, CHICAGO, IL 60641
TRUSTEE0$0

Address and contacts

Address (IRS master file)
259 MIRAVAL, BOERNE, TX 78006-3153
In care of
% JAMES L HARPER
Signed the 990-PF
JAMES HARPER, PRESIDENT
Phone
(508) 395-7586
Return prepared by
TURNER STONE & COMPANY

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-2861135
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$390,649
Income (IRS master file)
$27,901

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$20,650$38,810$390,649XML
990-PFDecember 2024$30,407$50,596$408,809XML
990-PFDecember 2023$15,432$22,467$428,998XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 74-2861135).

Questions about JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION

What is the EIN of JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION?
The employer identification number (EIN) of JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION is 74-2861135.
Is JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION 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 JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION 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 JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does JAMES LEE AND ANNANETTE HARPER FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,650, expenses of $38,810 and total assets of $390,649 at year end.

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