Nonprofit · EIN 75-2806927
BYRON NELSON FOUNDATION
Tax-exempt · ROANOKE, TX 76262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $763,125 | $462,588 | $300,537 | $11,049,293 | $0 | $11,049,293 |
| December 31, 2024 | 990-PF | $1,016,615 | $433,507 | $583,108 | $10,774,304 | $0 | $10,774,304 |
| December 31, 2023 | 990-PF | $131,323 | $435,260 | -$303,937 | $10,199,222 | $0 | $10,199,222 |
| December 31, 2021 | 990-PF | $1,442,445 | $346,921 | $1,095,524 | $10,375,994 | $0 | $10,375,994 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $215,046
- Interest
- $115,297
- Net gain from sales of assets
- $431,875
- Other income
- $907
Expenses
- Grants and similar amounts paid
- $400,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $401,969
- Excise tax on investment income
- $9,765
Balance sheet and other
- Total assets, start of year
- $10,774,304
- Total assets, end of year
- $11,049,293
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,049,293
- Fair market value of assets
- $12,126,099
- Qualifying distributions
- $401,969
- Net investment income
- $763,125
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY NELSON-JAROS 778 ELEVEN STRAIGHT LANE, ROANOKE, TX 76262 | PRESIDENT/DIRECTOR | 0 | $0 |
| JON M BRADLEY 680 LAKERIDGE DR, FAIRVIEW, TX 75069 | SECY/TREASURER/DIRECTOR | 0 | $0 |
| JOHN WILBANKS JR 3301 CAMBRIDGE CT, COLLEYVILLE, TX 76034 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY NELSON-JAROS 778 ELEVEN STRAIGHT LANE, ROANOKE, TX 76262 | PRESIDENT/DIRECTOR | 0 | $0 |
| JON M BRADLEY 680 LAKERIDGE DR, FAIRVIEW, TX 75069 | SECY/TREASURER/DIRECTOR | 0 | $0 |
| JOHN WILBANKS JR 3301 CAMBRIDGE CT, COLLEYVILLE, TX 76034 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY NELSON 778 ELEVEN STRAIGHT LANE, ROANOKE, TX 76262 | PRESIDENT/DIRECTOR | 0 | $0 |
| JON M BRADLEY 680 LAKERIDGE DR, FAIRVIEW, TX 75069 | SECY/TREASURER/DIRECTOR | 0 | $0 |
| JOHN WILBANKS JR 3301 CAMBRIDGE CT, COLLEYVILLE, TX 76034 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY NELSON 778 ELEVEN STRAIGHT LANE, ROANOKE, TX 76262 | PRESIDENT/DIRECTOR | 0 | $0 |
| JON M BRADLEY 680 LAKERIDGE DR, FAIRVIEW, TX 75069 | SECY/TREASURER/DIRECTOR | 0 | $0 |
| JOHN WILBANKS JR 3301 CAMBRIDGE CT, COLLEYVILLE, TX 76034 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 778 ELEVEN STRAIGHT LN, ROANOKE, TX 76262-6355
- In care of
- % BYRON NELSON
- Signed the 990-PF
- PEGGY NELSON-JAROS, 817-430-1336
- Phone
- (817) 430-1336
- Return prepared by
- WEAVER AND TIDWELL 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 75-2806927
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $11,049,293
- Income (IRS master file)
- $2,830,483
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $763,125 | $462,588 | $11,049,293 | XML |
| 990-PF | December 2024 | $1,016,615 | $433,507 | $10,774,304 | XML |
| 990-PF | December 2023 | $131,323 | $435,260 | $10,199,222 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $1,442,445 | $346,921 | $10,375,994 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 75-2806927).
Questions about BYRON NELSON FOUNDATION
- What is the EIN of BYRON NELSON FOUNDATION?
- The employer identification number (EIN) of BYRON NELSON FOUNDATION is 75-2806927.
- Is BYRON NELSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BYRON NELSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BYRON NELSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BYRON NELSON FOUNDATION 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 BYRON NELSON FOUNDATION 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 BYRON NELSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BYRON NELSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $763,125, expenses of $462,588 and total assets of $11,049,293 at year end.
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