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Nonprofit · EIN 74-6374699

LAMAR BRUNI VERGARA TRUST

Also known as MARTIN J C JR TTEE

Tax-exempt · LAREDO, TX 78041

Financials

$3M$4.7M2025
Revenue Expenses · by fiscal year end
Financials of LAMAR BRUNI VERGARA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,978,417$4,706,801-$1,728,384$65,690,164$1,419$65,688,745
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,083,360
Other income
$1,895,057

Expenses

Grants and similar amounts paid
$3,723,000
Compensation of officers, directors and key employees
$677,330
Salaries, compensation and benefits (total)
$34,992
Disbursements for charitable purposes
$3,723,000
Excise tax on investment income
$27,725

Balance sheet and other

Total assets, start of year
$67,458,566
Total assets, end of year
$65,690,164
Total liabilities, end of year
$1,419
Net assets, end of year
$65,688,745
Fair market value of assets
$79,769,640
Qualifying distributions
$3,723,000
Net investment income
$2,978,417

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
PEARL ASSOCIATESLC
9311 SAN PEDRO AVE STE 707, SAN ANTONIO, TX 78216
TRUSTEE25$338,665
ALBERT MARTIN II
1119 SHILOH UNIT A, LAREDO, TX 78045
TRUSTEE25$169,333
CHARLES D MAYNARD
2110 BERMUDA DR 15, LAREDO, TX 78045
TRUSTEE25$169,333

Address and contacts

Address (IRS master file)
106 DEL CT, LAREDO, TX 78041-2276
Signed the 990-PF
KAY PEARL, CO-TRUSTEE
Phone
(956) 712-9190
Return prepared by
CuellarMoralesGonzalez & Co PLLC

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
74-6374699
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$65,690,164
Income (IRS master file)
$2,978,417

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$2,952,072$4,549,250$68,184,091IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 LAMAR BRUNI VERGARA TRUST

What is the EIN of LAMAR BRUNI VERGARA TRUST?
The employer identification number (EIN) of LAMAR BRUNI VERGARA TRUST is 74-6374699.
Is LAMAR BRUNI VERGARA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to LAMAR BRUNI VERGARA TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAMAR BRUNI VERGARA TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LAMAR BRUNI VERGARA TRUST 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 LAMAR BRUNI VERGARA TRUST 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 LAMAR BRUNI VERGARA TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $338,665 (PEARL ASSOCIATESLC, TRUSTEE).
How much revenue does LAMAR BRUNI VERGARA TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,978,417, expenses of $4,706,801 and total assets of $65,690,164 at year end.

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