Nonprofit · EIN 75-1469596
JOSEPHINE ANDERSON CHARITABLE TRUST
Tax-exempt · AMARILLO, TX 79105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $508,645 | $447,142 | $61,503 | $6,288,566 | $0 | $6,288,566 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $119,513
- Interest
- $58,205
- Net gain from sales of assets
- $325,689
- Other income
- $5,238
Expenses
- Grants and similar amounts paid
- $372,000
- Compensation of officers, directors and key employees
- $69,218
- Disbursements for charitable purposes
- $372,000
- Excise tax on investment income
- $6,036
Balance sheet and other
- Total assets, start of year
- $6,227,063
- Total assets, end of year
- $6,288,566
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,288,566
- Fair market value of assets
- $8,145,328
- Qualifying distributions
- $372,000
- Net investment income
- $508,645
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMARILLO NATIONAL BANK PO BOX 1, AMARILLO, TX 79105 | TRUSTEE | 0 | $69,218 |
Address and contacts
- Address (IRS master file)
- PO BOX 1, AMARILLO, TX 79105-0001
- Signed the 990-PF
- AMARILLO NATIONAL BANK, TRUSTEE
- Phone
- (806) 378-8376
- Return prepared by
- LPT CPAS ADVISORS 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-1469596
- 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
- 1976
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,288,566
- Income (IRS master file)
- $1,054,888
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | – | – | – | IRS |
| 990-PF | February 2025 | – | – | – | IRS |
| 990-PF | February 2024 | $278,587 | $412,557 | $6,459,274 | IRS |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 JOSEPHINE ANDERSON CHARITABLE TRUST
- What is the EIN of JOSEPHINE ANDERSON CHARITABLE TRUST?
- The employer identification number (EIN) of JOSEPHINE ANDERSON CHARITABLE TRUST is 75-1469596.
- Is JOSEPHINE ANDERSON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to JOSEPHINE ANDERSON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPHINE ANDERSON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPHINE ANDERSON CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE ANDERSON CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of JOSEPHINE ANDERSON CHARITABLE TRUST?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $69,218 (AMARILLO NATIONAL BANK, TRUSTEE).
- How much revenue does JOSEPHINE ANDERSON CHARITABLE TRUST have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $508,645, expenses of $447,142 and total assets of $6,288,566 at year end.
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