Nonprofit · EIN 75-2802726
THE PINECREST RETIREMENT TRUST
Tax-exempt · LUFKIN, TX 75915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $748,746 | $161,769 | $586,977 | $7,533,770 | $0 | $7,533,770 |
| December 31, 2024 | 990 | $969,339 | $125,075 | $844,264 | $6,839,386 | $0 | $6,839,386 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $748,746
- Net gain from sales of assets
- $604,082
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $115,252
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,050
- Program services (functional)
- $115,252
- Management and general (functional)
- $46,517
Balance sheet and other
- Total assets, start of year
- $6,839,386
- Total assets, end of year
- $7,533,770
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,533,770
- Publicly traded securities
- $7,418,115
- Net assets without donor restrictions
- $7,533,770
- Gross receipts
- $4,682,611
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1999
- State of legal domicile
- TX
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULE TATUM FENLEY | Chairman Trustee or director, Officer | 1 | $0 |
| ALYCE A BAGGETT | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| CATHRYN C TODD | SEC/TREAS Trustee or director, Officer | 1 | $0 |
| TARA WATSON WATKINS | Director Trustee or director | 1 | $0 |
| ROY KNIGHT | Director Trustee or director | 1 | $0 |
| STEVE FIELDCAMP | Director Trustee or director | 1 | $0 |
| WAYNE HAGLUND | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULE TATUM FENLEY | Chairman Trustee or director, Officer | 1 | $0 |
| ALYCE A BAGGETT | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| CATHRYN C TODD | SEC/TREAS Trustee or director, Officer | 1 | $0 |
| TARA WATSON WATKINS | Director Trustee or director | 1 | $0 |
| ROY KNIGHT | Director Trustee or director | 1 | $0 |
| STEVE FIELDCAMP | Director Trustee or director | 1 | $0 |
| WAYNE HAGLUND | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 154626, LUFKIN, TX 75915-4626
- Principal officer (990 for 2025)
- JULE TATUM FENLEY, PO BOX 154626, LUFKIN, TX 759154626
- Signed the 990
- CATHRYN C TODD, SEC/TREAS
- Phone
- (936) 414-1000
- Return prepared by
- Todd Hamaker & Johnson LLP
Mission
THE PRT SUPPORTS MRC PINECREST IN ACCOMPLISHING THEIR COMMITMENT TO QUALITY LIVING FOR SENIOR ADULTS IN FAITH-BASED ENVIRONMENTS. THIS TRUST ASSISTS BY ACCEPTING DONATIONS AND MANAGING THE INVESTMENT OF SUCH DONATIONS TO BE USED FOR BENEVOLENT ASSISTANCE TO AID THOSE IN NEED AT MRC PINECREST TOWARD SUPPORTING THE DIGNITY, INDEPENDENCE AND QUALITY OF LIFE FOR THE SENIOR RESIDENTS BEING SERVCED EVEN IF/WHEN THEY RUN LOW OR EVEN OUT OF FUNDS THROUGH NO FAULT OF THEIR OWN.
Program accomplishments
- THE ORGANIZATION RECEIVED, INVESTED, AND ADMINISTERED GIFTS TO MRC PINECREST SO THE SUPPORTED ORGANIZATION COULD PROVIDE NURSING CARE ASSISTANCE TO ITS RESIDENTS.Expenses $115,252 · grants $115,252
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-2802726
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L112)
- Assets (IRS master file)
- $7,533,770
- Income (IRS master file)
- $4,682,611
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $184,358 | $123,486 | $6,160,248 | IRS |
| 990 | December 2022 | $529,485 | $72,136 | $5,475,713 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | 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 THE PINECREST RETIREMENT TRUST
- What is the EIN of THE PINECREST RETIREMENT TRUST?
- The employer identification number (EIN) of THE PINECREST RETIREMENT TRUST is 75-2802726.
- Is THE PINECREST RETIREMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE PINECREST RETIREMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE PINECREST RETIREMENT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE PINECREST RETIREMENT TRUST 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 THE PINECREST RETIREMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE PINECREST RETIREMENT TRUST?
- The 990 for the year ended December 31, 2025 names JULE TATUM FENLEY.
- Who are the officers and directors of THE PINECREST RETIREMENT TRUST?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does THE PINECREST RETIREMENT TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $748,746, expenses of $161,769 and total assets of $7,533,770 at year end.
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