Nonprofit · EIN 75-2822069
EMMA LOYD EATON CHARITABLE TR
Also known as PETERSON GORDON TTEE
Tax-exempt · DALLAS, TX 75231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $14,683 | $16,365 | -$1,682 | $300,867 | $13,230 | $287,637 |
| December 31, 2023 | 990-PF | $7,718 | $14,875 | -$7,157 | $300,550 | $11,231 | $289,319 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $7,418
- Interest
- $17
- Net gain from sales of assets
- $7,245
- Other income
- $3
Expenses
- Grants and similar amounts paid
- $9,500
- Compensation of officers, directors and key employees
- $4,023
- Disbursements for charitable purposes
- $9,500
- Excise tax on investment income
- $5
Balance sheet and other
- Total assets, start of year
- $300,550
- Total assets, end of year
- $300,867
- Total liabilities, end of year
- $13,230
- Net assets, end of year
- $287,637
- Fair market value of assets
- $325,870
- Qualifying distributions
- $9,500
- Net investment income
- $7,245
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 |
|---|---|---|---|
| Kirk Jockel 8330 Meadow Rd Suite 210, Dallas, TX 75231 | Trustee | 1 | $4,023 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kirk Jockel 8330 Meadow Rd Suite 210, Dallas, TX 75231 | Trustee | 1 | $3,729 |
Address and contacts
- Address (IRS master file)
- 8330 MEADOW ROAD, DALLAS, TX 75231-3767
- In care of
- % GORDON PETERSON
- Signed the 990-PF
- Kirk P Jockel, Trustee
- Phone
- (214) 361-6561
- Return prepared by
- KIRK PHILIP JOCKEL 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
- 75-2822069
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $300,867
- Income (IRS master file)
- $32,022
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $14,683 | $16,365 | $300,867 | IRS |
| 990-PF | December 2023 | $7,718 | $14,875 | $300,550 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 75-2822069).
Questions about EMMA LOYD EATON CHARITABLE TR
- What is the EIN of EMMA LOYD EATON CHARITABLE TR?
- The employer identification number (EIN) of EMMA LOYD EATON CHARITABLE TR is 75-2822069.
- Is EMMA LOYD EATON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to EMMA LOYD EATON CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EMMA LOYD EATON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EMMA LOYD EATON CHARITABLE TR 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 EMMA LOYD EATON CHARITABLE TR 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 EMMA LOYD EATON CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $4,023 (Kirk Jockel, Trustee).
- How much revenue does EMMA LOYD EATON CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,683, expenses of $16,365 and total assets of $300,867 at year end.
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