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Nonprofit · EIN 74-2874941

JACK H AND WILLIAM M LIGHT CHARITABLE TR

Tax-exempt · SAN ANTONIO, TX 78217

Financials

$1.4M$854K2025
Revenue Expenses · by fiscal year end
Financials of JACK H AND WILLIAM M LIGHT CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,382,432$854,494$527,938$10,553,522$0$10,553,522
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$262,674
Net gain from sales of assets
$1,048,245
Other income
$71,513

Expenses

Grants and similar amounts paid
$670,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$738,647
Excise tax on investment income
$17,606

Balance sheet and other

Total assets, start of year
$10,023,770
Total assets, end of year
$10,553,522
Total liabilities, end of year
$0
Net assets, end of year
$10,553,522
Fair market value of assets
$14,947,232
Qualifying distributions
$738,647
Net investment income
$1,382,432

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
SUSAN LIGHT LAWHON PADON
PO BOX 17001-TRUST, SAN ANTONIO, TX 782170001
DIRECTOR0$0
DAVID LIGHT III
PO BOX 17001-TRUST, SAN ANTONIO, TX 782170001
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 17001, SAN ANTONIO, TX 78217-0001
In care of
% BROADWAY NATL BANK TRUST DEP
Signed the 990-PF
Tammy Wheeldon, SR VP - TRUST DEPT
Phone
(210) 283-6700
Return prepared by
BDO USA

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
74-2874941
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
2018
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$10,553,522
Income (IRS master file)
$4,176,637

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$958,725$774,315$9,629,340IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about JACK H AND WILLIAM M LIGHT CHARITABLE TR

What is the EIN of JACK H AND WILLIAM M LIGHT CHARITABLE TR?
The employer identification number (EIN) of JACK H AND WILLIAM M LIGHT CHARITABLE TR is 74-2874941.
Is JACK H AND WILLIAM M LIGHT CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to JACK H AND WILLIAM M LIGHT CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JACK H AND WILLIAM M LIGHT CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JACK H AND WILLIAM M LIGHT CHARITABLE TR 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 JACK H AND WILLIAM M LIGHT CHARITABLE TR 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 JACK H AND WILLIAM M LIGHT CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does JACK H AND WILLIAM M LIGHT CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,382,432, expenses of $854,494 and total assets of $10,553,522 at year end.

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