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Nonprofit · EIN 74-2981871

MCBEE FAMILY FOUNDATION

Tax-exempt · HOUSTON, TX 77005

Financials

$90K$99K2023$449K$1M2024$98K$171K2025
Revenue Expenses · by fiscal year end
Financials of MCBEE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$98,414$170,643-$72,229$463,249$0$463,249
December 31, 2024990-PF$448,906$1,032,310-$583,404$535,478$0$535,478
December 31, 2023990-PF$89,617$98,854-$9,237$1,118,882$0$1,118,882
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$21,595
Net gain from sales of assets
$76,819

Expenses

Grants and similar amounts paid
$145,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$150,190
Excise tax on investment income
$1,250

Balance sheet and other

Total assets, start of year
$535,478
Total assets, end of year
$463,249
Total liabilities, end of year
$0
Net assets, end of year
$463,249
Fair market value of assets
$704,032
Qualifying distributions
$150,190
Net investment income
$98,414

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
ROBERT MCBEE
1900 BISSONNET ST, HOUSTON, TX 77005
PRESIDENT/TREASURER2$0
MARILYN MCBEE MOORE
19 WOODSTONE SQUARE, AUSTIN, TX 78703
SECRETARY2$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
ROBERT MCBEE
1900 BISSONNET ST, HOUSTON, TX 77005
PRESIDENT/TREASURER2$0
MARILYN MCBEE MOORE
19 WOODSTONE SQUARE, AUSTIN, TX 78703
SECRETARY2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ROBERT MCBEE
1900 BISSONNET ST, HOUSTON, TX 77005
PRESIDENT/TREASURER2$0
MARILYN MCBEE MOORE
19 WOODSTONE SQUARE, AUSTIN, TX 78703
SECRETARY2$0

Address and contacts

Address (IRS master file)
1900 BISSONNET ST, HOUSTON, TX 77005-1645
In care of
% SUE BRANDT MCBEE
Signed the 990-PF
ROBERT MCBEE, PRES/TREASURER
Phone
(737) 931-8200
Return prepared by
WHITLEY PENN 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 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
74-2981871
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$463,249
Income (IRS master file)
$185,971

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$98,414$170,643$463,249XML
990-PFDecember 2024$448,906$1,032,310$535,478IRS
990-PFDecember 2023$89,617$98,854$1,118,882XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 74-2981871).

Questions about MCBEE FAMILY FOUNDATION

What is the EIN of MCBEE FAMILY FOUNDATION?
The employer identification number (EIN) of MCBEE FAMILY FOUNDATION is 74-2981871.
Is MCBEE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to MCBEE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MCBEE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MCBEE 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 MCBEE 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 MCBEE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does MCBEE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $98,414, expenses of $170,643 and total assets of $463,249 at year end.

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