Nonprofit · EIN 74-6392477
H E AND RUBY PELZ TR 2
Also known as ABNEY RUBEN & WILLIAM ETAL CO-TTEES
Tax-exempt · MARSHALL, TX 75671
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $103,979 | $112,012 | -$8,033 | $863,865 | $0 | $863,865 |
| May 31, 2025 | 990-PF | $75,294 | $111,793 | -$36,499 | $872,655 | $0 | $872,655 |
| May 31, 2024 | 990-PF | $164,036 | $109,572 | $54,464 | $911,149 | $0 | $911,149 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $45,996
- Net gain from sales of assets
- $44,742
- Other income
- $13,241
Expenses
- Grants and similar amounts paid
- $78,000
- Disbursements for charitable purposes
- $90,206
- Excise tax on investment income
- $1,142
Balance sheet and other
- Total assets, start of year
- $872,655
- Total assets, end of year
- $863,865
- Total liabilities, end of year
- $0
- Net assets, end of year
- $863,865
- Fair market value of assets
- $2,245,937
- Qualifying distributions
- $90,206
- Net investment income
- $103,979
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARY M ABNEY PO BOX 1496, MARSHALL, TX 75671 | SECRETARY CO TRUSTEE | 4 | $14,537 |
| RICHARD B ABNEY PO BOX 430, MARSHALL, TX 75671 | VICE PRES CO TRUSTEE | 1 | $0 |
| SCOTT RECTENWALD 110 W FANNIN, MARSHALL, TX 75670 | PRESIDENT CO TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARY M ABNEY PO BOX 1496, MARSHALL, TX 75671 | SECRETARY CO TRUSTEE | 4 | $14,184 |
| RICHARD B ABNEY PO BOX 430, MARSHALL, TX 75671 | VICE PRES CO TRUSTEE | 1 | $0 |
| SCOTT RECTENWALD 110 W FANNIN, MARSHALL, TX 75670 | PRESIDENT CO TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARY M ABNEY PO BOX 1496, MARSHALL, TX 75671 | SECRETARY CO TRUSTEE | 4 | $13,841 |
| RICHARD B ABNEY PO BOX 430, MARSHALL, TX 75671 | VICE PRES CO TRUSTEE | 1 | $0 |
| SCOTT RECTENWALD 110 W FANNIN, MARSHALL, TX 75670 | PRESIDENT CO TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1496, MARSHALL, TX 75671-1496
- In care of
- % SCOTT RECTENWALD
- Signed the 990-PF
- SCOTT RECTENWALD, TRUSTEE
- Phone
- (903) 926-6371
- Return prepared by
- Christopher L Fyffe PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-6392477
- 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
- 1992
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $863,865
- Income (IRS master file)
- $249,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $103,979 | $112,012 | $863,865 | XML |
| 990-PF | May 2025 | $75,294 | $111,793 | $872,655 | XML |
| 990-PF | May 2024 | $164,036 | $109,572 | $911,149 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 H E AND RUBY PELZ TR 2
- What is the EIN of H E AND RUBY PELZ TR 2?
- The employer identification number (EIN) of H E AND RUBY PELZ TR 2 is 74-6392477.
- Is H E AND RUBY PELZ TR 2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to H E AND RUBY PELZ TR 2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does H E AND RUBY PELZ TR 2 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of H E AND RUBY PELZ TR 2 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 H E AND RUBY PELZ TR 2 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 H E AND RUBY PELZ TR 2?
- The 990-PF for the year ended May 31, 2026 lists 3 people; 1 received compensation from the organization, the highest $14,537 (CARY M ABNEY, SECRETARY CO TRUSTEE).
- How much revenue does H E AND RUBY PELZ TR 2 have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $103,979, expenses of $112,012 and total assets of $863,865 at year end.
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