Nonprofit · EIN 74-6421548
OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST
Tax-exempt · BERTRAM, TX 78605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $233,746 | $235,783 | -$2,037 | $1,089,073 | $0 | $1,089,073 |
| December 31, 2024 | 990 | $99,731 | $54,260 | $45,471 | $1,091,110 | $0 | $1,091,110 |
| December 31, 2023 | 990 | $114,159 | $49,900 | $64,259 | $1,045,640 | $0 | $1,045,640 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $233,740
- Net gain from sales of assets
- $187,739
- Other revenue
- $6
Expenses
- Grants and similar amounts paid
- $220,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,400
- Program services (functional)
- $220,000
- Management and general (functional)
- $15,783
Balance sheet and other
- Total assets, start of year
- $1,091,110
- Total assets, end of year
- $1,089,073
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,089,073
- Publicly traded securities
- $858,047
- Net assets without donor restrictions
- $1,089,073
- Gross receipts
- $526,855
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- TX
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE GRESHAM | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE GRESHAM | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE GRESHAM | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 122 HALLIBURTON CT, BERTRAM, TX 78605-4582
- In care of
- % GEORGE GRESHAM
- Principal officer (990 for 2025)
- GEORGE GRESHAM, PO BOX 675, BURNET, TX 78611
- Signed the 990
- GEORGE GRESHAM, TRUSTEE
- Phone
- (512) 756-4493
- Return prepared by
- OLIVER RAINEY & WOJTEK LLP
Mission
TO PROVIDE FUNDS & SUPPORT TO THE OAKS WEST CHURCH OF CHRIST
Program accomplishments
- TO PROVIDE FUNDS & SUPPORT TO OAKS WEST CHURCH OF CHRISTExpenses $220,000 · grants $220,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-6421548
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,089,073
- Income (IRS master file)
- $526,855
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $233,746 | $235,783 | $1,089,073 | XML |
| 990 | December 2024 | $99,731 | $54,260 | $1,091,110 | IRS |
| 990 | December 2023 | $114,159 | $49,900 | $1,045,640 | XML |
| 990 | December 2022 | $466,055 | $83,959 | $981,381 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 74-6421548).
Questions about OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST
- What is the EIN of OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST?
- The employer identification number (EIN) of OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST is 74-6421548.
- Is OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OAKS WEST CHURCH OF CHRIST TESTAMENTARY 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 OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST?
- The 990 for the year ended December 31, 2025 names GEORGE GRESHAM.
- Who are the officers and directors of OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does OAKS WEST CHURCH OF CHRIST TESTAMENTARY TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $233,746, expenses of $235,783 and total assets of $1,089,073 at year end.
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All nonprofits in BERTRAM · Texas · Philanthropy, voluntarism and grantmaking foundations