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Nonprofit · EIN 74-6066479

STUART-GRIFFIN FOUNDATION

Tax-exempt · BOERNE, TX 78006

Financials

$53K$91K2023$62K$71K2024$114K$103K2025
Revenue Expenses · by fiscal year end
Financials of STUART-GRIFFIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$114,092$103,014$11,078$126,239$0$126,239
May 31, 2025990-PF$61,800$71,491-$9,691$115,161$0$115,161
May 31, 2024990-PF$52,964$90,989-$38,025$124,852$0$124,852
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$60,531
Interest
$8
Net gain from sales of assets
$53,553

Expenses

Grants and similar amounts paid
$98,000
Disbursements for charitable purposes
$98,000
Excise tax on investment income
$1,516

Balance sheet and other

Total assets, start of year
$115,161
Total assets, end of year
$126,239
Total liabilities, end of year
$0
Net assets, end of year
$126,239
Fair market value of assets
$2,105,329
Qualifying distributions
$98,000
Net investment income
$114,092

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
JAMES R PERLITZ
PO BOX 1499, BOERNE, TX 78006
SEC/TREAS0$0
JAMES R PERLITZ
PO BOX 1499, BOERNE, TX 78006
PRESIDENT0$0
JAMES R PERLITZ JR
P O BOX 2369, BOERNE, TX 78006
DIRECTOR0$0
990-PF for the year ended May 31, 2025: 3 people
NameTitleHours / weekCompensation
JAMES R PERLITZ
PO BOX 1499, BOERNE, TX 78006
SEC/TREAS0$0
LEA GRIFFIN PERLITZ
PO BOX 1499, BOERNE, TX 78006
PRESIDENT0$0
JAMES R PERLITZ JR
P O BOX 2369, BOERNE, TX 78006
DIRECTOR0$0
990-PF for the year ended May 31, 2024: 3 people
NameTitleHours / weekCompensation
JAMES R PERLITZ
PO BOX 1499, BOERNE, TX 78006
SEC/TREAS0$0
LEA GRIFFIN PERLITZ
PO BOX 1499, BOERNE, TX 78006
PRESIDENT0$0
JAMES R PERLITZ JR
P O BOX 2369, BOERNE, TX 78006
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 1499, BOERNE, TX 78006-1499
Signed the 990-PF
JAMES R PERLITZ, PRESIDENT
Phone
(830) 249-1140
Return prepared by
LAWRENCE BLACKBURN MEEK MAXEY & CO

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
74-6066479
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
1965
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$126,239
Income (IRS master file)
$114,731

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026–––IRS
990-PFMay 2025–––IRS
990-PFMay 2024$52,964$90,989$124,852IRS
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––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 STUART-GRIFFIN FOUNDATION

What is the EIN of STUART-GRIFFIN FOUNDATION?
The employer identification number (EIN) of STUART-GRIFFIN FOUNDATION is 74-6066479.
Is STUART-GRIFFIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to STUART-GRIFFIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STUART-GRIFFIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STUART-GRIFFIN FOUNDATION due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STUART-GRIFFIN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of STUART-GRIFFIN FOUNDATION?
The 990-PF for the year ended May 31, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does STUART-GRIFFIN FOUNDATION have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $114,092, expenses of $103,014 and total assets of $126,239 at year end.

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