Nonprofit · EIN 74-6062067
OBRIEN FOUNDATION
Tax-exempt · REFUGIO, TX 78377
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $39,864 | $26,750 | $13,114 | $524,310 | $0 | $524,310 |
| December 31, 2024 | 990-PF | $21,276 | $25,995 | -$4,719 | $511,376 | $0 | $511,376 |
| December 31, 2023 | 990-PF | $15,784 | $26,795 | -$11,011 | $516,291 | $0 | $516,291 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,850
- Interest
- $11
- Other income
- $36,003
Expenses
- Grants and similar amounts paid
- $25,750
- Disbursements for charitable purposes
- $25,750
- Excise tax on investment income
- $501
Balance sheet and other
- Total assets, start of year
- $511,376
- Total assets, end of year
- $524,310
- Total liabilities, end of year
- $0
- Net assets, end of year
- $524,310
- Fair market value of assets
- $526,973
- Qualifying distributions
- $25,750
- Net investment income
- $36,014
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES RICHARD O'BRIEN PO BOX 1052, REFUGIO, TX 78377 | PRESIDENT | 0 | $0 |
| JANEY HARKINS HILLER PO BOX 1052, REFUGIO, TX 78377 | VP | 0 | $0 |
| BRIDGET O'BRIEN GAYLE PO BOX 1052, REFUGIO, TX 78377 | S/T | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES RICHARD O'BRIEN PO BOX 1052, REFUGIO, TX 78377 | PRESIDENT | 0 | $0 |
| JANEY HARKINS HILLER PO BOX 1052, REFUGIO, TX 78377 | VP | 0 | $0 |
| BRIDGET O'BRIEN GAYLE PO BOX 1052, REFUGIO, TX 78377 | S/T | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES RICHARD O'BRIEN PO BOX 1052, REFUGIO, TX 78377 | PRESIDENT | 1 | $0 |
| JANEY HARKINS HILLER PO BOX 1052, REFUGIO, TX 78377 | VP | 1 | $0 |
| BRIDGET O'BRIEN GAYLE PO BOX 1052, REFUGIO, TX 78377 | S/T | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1052, REFUGIO, TX 78377-1052
- Signed the 990-PF
- JAMES RICHARD O'BRIEN, PRESIDENT
- Phone
- (361) 526-2715
- Return prepared by
- HARRISON WALDROP & UHEREK 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-6062067
- 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
- 1961
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $524,310
- Income (IRS master file)
- $39,864
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $39,864 | $26,750 | $524,310 | IRS |
| 990-PF | December 2024 | $21,276 | $25,995 | $511,376 | IRS |
| 990-PF | December 2023 | $15,784 | $26,795 | $516,291 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 74-6062067).
Questions about OBRIEN FOUNDATION
- What is the EIN of OBRIEN FOUNDATION?
- The employer identification number (EIN) of OBRIEN FOUNDATION is 74-6062067.
- Is OBRIEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to OBRIEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OBRIEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OBRIEN 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 OBRIEN 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 OBRIEN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does OBRIEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,864, expenses of $26,750 and total assets of $524,310 at year end.
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