Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 75-2495163

LEE AND RAMONA BASS FOUNDATION

Tax-exempt · FORT WORTH, TX 76102

Financials

$3.9M$1.1M2023$4.9M$4M2024
Revenue Expenses · by fiscal year end
Financials of LEE AND RAMONA BASS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,924,932$4,026,697$898,235$87,682,183$3,053,752$84,628,431
December 31, 2023990-PF$3,904,262$1,124,898$2,779,364$78,687,032$1,070,370$77,616,662
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,251,911
Net gain from sales of assets
$3,672,972
Other income
$49

Expenses

Grants and similar amounts paid
$3,584,310
Disbursements for charitable purposes
$1,745,685
Excise tax on investment income
$65,657

Balance sheet and other

Total assets, start of year
$78,687,032
Total assets, end of year
$87,682,183
Total liabilities, end of year
$3,053,752
Net assets, end of year
$84,628,431
Fair market value of assets
$87,682,183
Qualifying distributions
$1,745,685
Net investment income
$4,924,932

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.

NameTitleHours / weekCompensation
PRESTON M GEREN III
309 Main Street, Fort Worth, TX 76102
EXECUTIVE DIRECTOR1$0
LEE M BASS
309 Main Street, Fort Worth, TX 76102
PRESIDENT/TREASURER0.5$0
RAMONA S BASS
309 Main Street, Fort Worth, TX 76102
VICE PRESIDENT0.5$0
THOMAS W WHITE
309 Main Street, Fort Worth, TX 76102
VICE PRESIDENT/SECRETARY0.5$0
GARY W REESE
309 Main Street, Fort Worth, TX 76102
VICE PRESIDENT0.5$0
DEE STEER
309 Main Street, Fort Worth, TX 76102
ASSISTANT SECRETARY0.5$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Preston M Geren III
309 Main Street, Fort Worth, TX 76102
Executive Director1$0
Lee M Bass
309 Main Street, Fort Worth, TX 76102
PresidentTreasurer0.5$0
Ramona S Bass
309 Main Street, Fort Worth, TX 76102
Vice President0.5$0
Thomas W White
309 Main Street, Fort Worth, TX 76102
Vice PresidentSecretary0.5$0
Gary W Reese
309 Main Street, Fort Worth, TX 76102
Vice President0.5$0
Dee Steer
309 Main Street, Fort Worth, TX 76102
Assistant Secretary0.5$0

Address and contacts

Address (IRS master file)
309 MAIN ST, FORT WORTH, TX 76102-4006
In care of
% PETE GEREN
Signed the 990-PF
Preston M Geren III, Executive Director
Phone
(817) 336-0494
Return prepared by
Forvis Mazars 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
75-2495163
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$87,682,183
Income (IRS master file)
$18,556,180

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,924,932$4,026,697$87,682,183IRS
990-PFDecember 2023$3,904,262$1,124,898$78,687,032XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 75-2495163).

Questions about LEE AND RAMONA BASS FOUNDATION

What is the EIN of LEE AND RAMONA BASS FOUNDATION?
The employer identification number (EIN) of LEE AND RAMONA BASS FOUNDATION is 75-2495163.
Is LEE AND RAMONA BASS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to LEE AND RAMONA BASS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEE AND RAMONA BASS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEE AND RAMONA BASS FOUNDATION 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 LEE AND RAMONA BASS FOUNDATION 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 LEE AND RAMONA BASS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does LEE AND RAMONA BASS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,924,932, expenses of $4,026,697 and total assets of $87,682,183 at year end.

Other nonprofits in FORT WORTH

All nonprofits in FORT WORTH · Texas