Nonprofit · EIN 75-2570146
SAM R AND MALCOM MONROE BARNES FOUNDATION
Tax-exempt · TRINITY, TX 75862
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $22,990 | $21,901 | $1,089 | $305,651 | $0 | $305,651 |
| December 31, 2023 | 990-PF | $30,215 | $17,279 | $12,936 | $304,562 | $0 | $304,562 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,500
- Dividends
- $13,153
- Other income
- $3,337
Expenses
- Grants and similar amounts paid
- $15,310
- Disbursements for charitable purposes
- $15,310
- Excise tax on investment income
- $183
Balance sheet and other
- Total assets, start of year
- $304,562
- Total assets, end of year
- $305,651
- Total liabilities, end of year
- $0
- Net assets, end of year
- $305,651
- Fair market value of assets
- $813,070
- Qualifying distributions
- $15,310
- Net investment income
- $13,153
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 |
|---|---|---|---|
| Richard Baxter 4641 Chalmers Dr, Nashville, TN 37215 | Director | 0 | $0 |
| Daniel TM Barnes Po Box 1851, Trinity, TX 75862 | President | 8 | $0 |
| Jane Gibson Baxter 4641 Chalmers Dr, Nashville, TN 37215 | Director | 0 | $0 |
| Leo Cole 8809 Mountain Shadows CV Apt B, Austin, TX 78735 | Director | 0 | $0 |
| Sarah Barnes Edmonds 6 Shields Ln, Montgomery, TX 77356 | Director | 0 | $0 |
| John B Knox 6804 Cactus Crossing, Austin, TX 78737 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel TM Barnes Po Box 1851, Trinity, TX 75862 | President | 8 | $0 |
| Shelly Madley PO Box 1851, Trinity, TX 75862 | Director | 1 | $0 |
| Leo Edmonds 10 Cloverbase Court, Montgomery, TX 77356 | Director | 1 | $0 |
| Sarah Edmonds 10 Cloverbase Court, Montgomery, TX 77356 | Director | 1 | $0 |
| John B Knox 1705 South Capital of Texas Hw, Austin, TX 78746 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1851, TRINITY, TX 75862-1851
- Signed the 990-PF
- Dan Barnes, Trustee
- Return prepared by
- CHARLES T HOLCOMB CPA PC
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
- 75-2570146
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $305,651
- Income (IRS master file)
- $22,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $30,215 | $17,279 | $304,562 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 SAM R AND MALCOM MONROE BARNES FOUNDATION
- What is the EIN of SAM R AND MALCOM MONROE BARNES FOUNDATION?
- The employer identification number (EIN) of SAM R AND MALCOM MONROE BARNES FOUNDATION is 75-2570146.
- Is SAM R AND MALCOM MONROE BARNES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SAM R AND MALCOM MONROE BARNES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM R AND MALCOM MONROE BARNES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM R AND MALCOM MONROE BARNES 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 SAM R AND MALCOM MONROE BARNES 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 SAM R AND MALCOM MONROE BARNES FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does SAM R AND MALCOM MONROE BARNES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $22,990, expenses of $21,901 and total assets of $305,651 at year end.
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