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Nonprofit · EIN 75-6013328

MARY E BIVINS TRUST

Tax-exempt · AMARILLO, TX 79105

Financials

$3.2M$3.3M2023$3.6M$3.6M2024
Revenue Expenses · by fiscal year end
Financials of MARY E BIVINS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$3,593,032$3,593,032$0$20,574,882$3,205,021$17,369,861
September 30, 2024990-PF$3,205,119$3,274,669-$69,550$20,141,178$2,771,317$17,369,861
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$884,136
Interest
$89,704
Other income
$2,619,192

Expenses

Grants and similar amounts paid
$3,205,021
Compensation of officers, directors and key employees
$121,665
Disbursements for charitable purposes
$2,783,729
Excise tax on investment income
$44,903

Balance sheet and other

Total assets, start of year
$20,141,178
Total assets, end of year
$20,574,882
Total liabilities, end of year
$3,205,021
Net assets, end of year
$17,369,861
Fair market value of assets
$51,137,529
Qualifying distributions
$2,783,729
Net investment income
$3,593,032

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
AMARILLO NATIONAL BANK
PO BOX 1, AMARILLO, TX 79105
AGENT FOR TR0$121,665
JOESEPH BATSON JR
PO BOX 708, AMARILLO, TX 79105
TRUSTEE0$0
TJ REEVES
PO BOX 708, AMARILLO, TX 79105
TRUSTEE0$0
RICHARD WARE
PO BOX 1, AMARILLO, TX 79105
TRUSTEE0$0
ANDREW BIVINS
PO BOX 708, AMARILLO, TX 79105
TRUSTEE0$0
WILLIAM WARE
PO BOX 1, AMARILLO, TX 79105
PRESIDENT TR0$0
PATRICK WARE
PO BOX 1, AMARILLO, TX 79105
TRUSTEE0$0
990-PF for the year ended September 30, 2024: 7 people
NameTitleHours / weekCompensation
AMARILLO NATIONAL BANK
PO BOX 1, AMARILLO, TX 79105
AGENT FOR TR0$111,835
JOESEPH BATSON JR
PO BOX 708, AMARILLO, TX 79105
TRUSTEE0$0
TJ REEVES
PO BOX 708, AMARILLO, TX 79105
TRUSTEE0$0
RICHARD WARE
PO BOX 1, AMARILLO, TX 79105
TRUSTEE0$0
ANDREW BIVINS
PO BOX 708, AMARILLO, TX 79105
TRUSTEE0$0
WILLIAM WARE
PO BOX 1, AMARILLO, TX 79105
PRESIDENT TR0$0
PATRICK WARE
PO BOX 1, AMARILLO, TX 79105
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 1, AMARILLO, TX 79105-0001
Signed the 990-PF
RICHARD WARE, TRUSTEE
Phone
(806) 378-8000
Return prepared by
LPT CPAS ADVISORS PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
75-6013328
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
1952
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$20,574,882
Income (IRS master file)
$3,593,032

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025–––IRS
990-PFSeptember 2024–––IRS
990-PFSeptember 2023$5,917,803$5,749,283$22,549,109IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2018–––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 MARY E BIVINS TRUST

What is the EIN of MARY E BIVINS TRUST?
The employer identification number (EIN) of MARY E BIVINS TRUST is 75-6013328.
Is MARY E BIVINS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
Are donations to MARY E BIVINS TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY E BIVINS TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY E BIVINS TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARY E BIVINS TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of MARY E BIVINS TRUST?
The 990-PF for the year ended September 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $121,665 (AMARILLO NATIONAL BANK, AGENT FOR TR).
How much revenue does MARY E BIVINS TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $3,593,032, expenses of $3,593,032 and total assets of $20,574,882 at year end.

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