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Nonprofit · EIN 75-0992690

T J BROWN & C A LUPTON FOUNDATION INC

Tax-exempt · FORT WORTH, TX 76101

Financials

$2.9M$3.1M2023$3.8M$3.2M2024$4M$3.2M2025
Revenue Expenses · by fiscal year end
Financials of T J BROWN & C A LUPTON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,996,914$3,244,711$752,203$29,941,313$24,814$29,916,499
December 31, 2024990-PF$3,762,297$3,231,911$530,386$29,205,142$40,846$29,164,296
December 31, 2023990-PF$2,914,877$3,148,937-$234,060$28,665,600$31,690$28,633,910
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,037,115
Interest
$43,853
Net gain from sales of assets
$2,885,219
Other income
$30,727

Expenses

Grants and similar amounts paid
$2,756,667
Compensation of officers, directors and key employees
$17,300
Disbursements for charitable purposes
$2,796,667
Excise tax on investment income
$50,049

Balance sheet and other

Total assets, start of year
$29,205,142
Total assets, end of year
$29,941,313
Total liabilities, end of year
$24,814
Net assets, end of year
$29,916,499
Fair market value of assets
$59,688,996
Qualifying distributions
$2,796,667
Net investment income
$3,996,914

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
MARY TAVENER HOLMES
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$5,300
CHARLES LUPTON GEREN
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,000
KIT TENNISON MONCRIEF
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,000
LEE LUPTON TENNISON
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,000
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
MARY TAVENER HOLMES
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$5,050
CHARLES LUPTON GEREN
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,000
KIT TENNISON MONCRIEF
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,000
LEE LUPTON TENNISON
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MARY TAVENER HOLMES
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,800
CHARLES LUPTON GEREN
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,000
KIT TENNISON MONCRIEF
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,000
LEE LUPTON TENNISON
PO BOX 1629, FORT WORTH, TX 76101
DIRECTOR1$4,000

Address and contacts

Address (IRS master file)
PO BOX 1629, FORT WORTH, TX 76101-1629
Signed the 990-PF
CHARLES GEREN, DIRECTOR
Phone
(817) 738-1804
Return prepared by
WHITLEY PENN LLP

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
75-0992690
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
1951
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$29,941,313
Income (IRS master file)
$9,337,328

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,996,914$3,244,711$29,941,313IRS
990-PFDecember 2024$3,762,297$3,231,911$29,205,142IRS
990-PFDecember 2023$2,914,877$3,148,937$28,665,600XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 75-0992690).

Questions about T J BROWN & C A LUPTON FOUNDATION INC

What is the EIN of T J BROWN & C A LUPTON FOUNDATION INC?
The employer identification number (EIN) of T J BROWN & C A LUPTON FOUNDATION INC is 75-0992690.
Is T J BROWN & C A LUPTON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
Are donations to T J BROWN & C A LUPTON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does T J BROWN & C A LUPTON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of T J BROWN & C A LUPTON FOUNDATION INC 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 T J BROWN & C A LUPTON FOUNDATION INC 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 T J BROWN & C A LUPTON FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $5,300 (MARY TAVENER HOLMES, DIRECTOR).
How much revenue does T J BROWN & C A LUPTON FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,996,914, expenses of $3,244,711 and total assets of $29,941,313 at year end.

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