Nonprofit · EIN 74-6478848
TOBIN ENDOWMENT TR
Also known as BUGG J BRUCE JR TTEE
Tax-exempt · SAN ANTONIO, TX 78209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | -$400,360 | $4,956,129 | -$5,356,489 | $148,928,450 | $0 | $148,928,450 |
| December 31, 2023 | 990-PF | $1,968,225 | $4,656,525 | -$2,688,300 | $154,284,939 | $0 | $154,284,939 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,243,150
- Interest
- $628,881
- Net gain from sales of assets
- -$2,381,981
- Other income
- $109,590
Expenses
- Grants and similar amounts paid
- $3,098,087
- Compensation of officers, directors and key employees
- $1,152,559
- Salaries, compensation and benefits (total)
- $172,544
- Disbursements for charitable purposes
- $4,020,791
- Excise tax on investment income
- $14,517
Balance sheet and other
- Total assets, start of year
- $154,284,939
- Total assets, end of year
- $148,928,450
- Total liabilities, end of year
- $0
- Net assets, end of year
- $148,928,450
- Fair market value of assets
- $184,156,041
- Qualifying distributions
- $4,020,791
- Net investment income
- $1,959,621
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J BRUCE BUGG JR PO BOX 90869, SAN ANTONIO, TX 78209 | CHAIRMAN | 40 | $1,152,559 | $0 |
| DIANA VELA 9819 CAROWINDS DRIVE, SAN ANTONIO, TX 78251 | EXEC. ASSISTANT Highest-paid employee | 40 | $137,015 | $4,110 |
| MIKE ALVARADO 302 IRA LEE ROAD, SAN ANTONIO, TX 78218 | MAINTENANCE MGR Highest-paid employee | 40 | $35,528 | $1,066 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J BRUCE BUGG JR SEE STATMENT 18 PO BOX 90869, SAN ANTONIO, TX 78209 | CHAIRMAN | 40 | $821,075 | $0 |
| DIANA VELA SEE STATEMENT 19 9819 CAROWINDS DRIVE, SAN ANTONIO, TX 78251 | EXEC. ASSISTANT Highest-paid employee | 40 | $122,096 | $3,600 |
| MIKE ALVARADO SEE STATEMENT 19 302 IRA LEE ROAD, SAN ANTONIO, TX 78218 | MAINTENANCE MGR Highest-paid employee | 40 | $59,345 | $1,800 |
Address and contacts
- Address (IRS master file)
- PO BOX 90869, SAN ANTONIO, TX 78209-9092
- In care of
- % J BRUCE BUGG JR
- Signed the 990-PF
- JOHN C ASEL, CO-CHAIR
- Phone
- (210) 930-5160
- Return prepared by
- ASEL & ASSOCIATES 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-6478848
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A120)
- Assets (IRS master file)
- $148,928,450
- Income (IRS master file)
- $11,815,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,968,225 | $4,656,525 | $154,284,939 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 TOBIN ENDOWMENT TR
- What is the EIN of TOBIN ENDOWMENT TR?
- The employer identification number (EIN) of TOBIN ENDOWMENT TR is 74-6478848.
- Is TOBIN ENDOWMENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to TOBIN ENDOWMENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TOBIN ENDOWMENT TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TOBIN ENDOWMENT TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TOBIN ENDOWMENT TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of TOBIN ENDOWMENT TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $1,152,559 (J BRUCE BUGG JR, CHAIRMAN).
- How much revenue does TOBIN ENDOWMENT TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of -$400,360, expenses of $4,956,129 and total assets of $148,928,450 at year end.
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