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Nonprofit · EIN 74-6062067

OBRIEN FOUNDATION

Tax-exempt · REFUGIO, TX 78377

Financials

$16K$27K2023$21K$26K2024$40K$27K2025
Revenue Expenses · by fiscal year end
Financials of OBRIEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$39,864$26,750$13,114$524,310$0$524,310
December 31, 2024990-PF$21,276$25,995-$4,719$511,376$0$511,376
December 31, 2023990-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.

NameTitleHours / weekCompensation
JAMES RICHARD O'BRIEN
PO BOX 1052, REFUGIO, TX 78377
PRESIDENT0$0
JANEY HARKINS HILLER
PO BOX 1052, REFUGIO, TX 78377
VP0$0
BRIDGET O'BRIEN GAYLE
PO BOX 1052, REFUGIO, TX 78377
S/T0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JAMES RICHARD O'BRIEN
PO BOX 1052, REFUGIO, TX 78377
PRESIDENT0$0
JANEY HARKINS HILLER
PO BOX 1052, REFUGIO, TX 78377
VP0$0
BRIDGET O'BRIEN GAYLE
PO BOX 1052, REFUGIO, TX 78377
S/T0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JAMES RICHARD O'BRIEN
PO BOX 1052, REFUGIO, TX 78377
PRESIDENT1$0
JANEY HARKINS HILLER
PO BOX 1052, REFUGIO, TX 78377
VP1$0
BRIDGET O'BRIEN GAYLE
PO BOX 1052, REFUGIO, TX 78377
S/T1$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 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
74-6062067
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

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$39,864$26,750$524,310IRS
990-PFDecember 2024$21,276$25,995$511,376IRS
990-PFDecember 2023$15,784$26,795$516,291XML
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 74-6062067).

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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