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Nonprofit · EIN 74-2985834

MAX AND MINNIE TOMERLIN VOELCKER FUND

Tax-exempt · SAN ANTONIO, TX 78205

Financials

$3.5M$4.7M2023$7M$4.5M2024
Revenue Expenses · by fiscal year end
Financials of MAX AND MINNIE TOMERLIN VOELCKER FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$6,974,404$4,501,948$2,472,456$58,724,755$0$58,724,755
June 30, 2024990-PF$3,543,399$4,700,320-$1,156,921$56,252,299$0$56,252,299
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$938,304
Interest
$112,106
Net gain from sales of assets
$4,798,298
Other income
$1,125,696

Expenses

Grants and similar amounts paid
$3,489,882
Compensation of officers, directors and key employees
$325,000
Disbursements for charitable purposes
$3,579,372
Excise tax on investment income
$84,302

Balance sheet and other

Total assets, start of year
$56,252,299
Total assets, end of year
$58,724,755
Total liabilities, end of year
$0
Net assets, end of year
$58,724,755
Fair market value of assets
$75,919,909
Qualifying distributions
$3,579,372
Net investment income
$6,965,850

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.

NameTitleHours / weekCompensation
BANKS M SMITH
112 E PECAN SUITE 1240, SAN ANTONIO, TX 78205
TRUSTEE10$125,000
DAVID P BERNDT
10101 REUNION PLACE SUITE 160, SAN ANTONIO, TX 78216
TRUSTEE3$100,000
FORRESTER M SMITH III
126 PARK HILL DRIVE, SAN ANTONIO, TX 78212
TRUSTEE3$100,000
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
BANKS M SMITH
112 E PECAN SUITE 1240, SAN ANTONIO, TX 78205
TRUSTEE10$125,000
DAVID P BERNDT
10101 REUNION PLACE SUITE 160, SAN ANTONIO, TX 78216
TRUSTEE3$100,000
FORRESTER M SMITH III
126 PARK HILL DRIVE, SAN ANTONIO, TX 78212
TRUSTEE3$100,000

Address and contacts

Address (IRS master file)
112 E PECAN ST STE 1240, SAN ANTONIO, TX 78205-1561
In care of
% BANKS SMITH
Signed the 990-PF
BANKS M SMITH, TRUSTEE
Phone
(210) 224-4491
Return prepared by
LANGE POTEET & CO 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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
74-2985834
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
June
Files
Form 990-PF
Assets (IRS master file)
$58,724,755
Income (IRS master file)
$29,464,769

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$6,974,404$4,501,948$58,724,755XML
990-TJune 2025–––IRS
990-PFJune 2024$3,543,399$4,700,320$56,252,299XML
990-TJune 2024–––IRS
990-PFJune 2023–––IRS
990-TJune 2023–––IRS
990-PFJune 2022–––IRS
990-TJune 2022–––IRS
990-PFJune 2021–––IRS
990-TJune 2021–––IRS
990-PFJune 2020–––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 74-2985834).

Questions about MAX AND MINNIE TOMERLIN VOELCKER FUND

What is the EIN of MAX AND MINNIE TOMERLIN VOELCKER FUND?
The employer identification number (EIN) of MAX AND MINNIE TOMERLIN VOELCKER FUND is 74-2985834.
Is MAX AND MINNIE TOMERLIN VOELCKER FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to MAX AND MINNIE TOMERLIN VOELCKER FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MAX AND MINNIE TOMERLIN VOELCKER FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of MAX AND MINNIE TOMERLIN VOELCKER FUND 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 MAX AND MINNIE TOMERLIN VOELCKER FUND 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 MAX AND MINNIE TOMERLIN VOELCKER FUND?
The 990-PF for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $125,000 (BANKS M SMITH, TRUSTEE).
How much revenue does MAX AND MINNIE TOMERLIN VOELCKER FUND have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,974,404, expenses of $4,501,948 and total assets of $58,724,755 at year end.

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