Nonprofit · EIN 75-6210697
MARY POTISHMAN LARD TRUST A
Also known as WALKER FRIEDMAN CO TRUSTEE
Tax-exempt · FORT WORTH, TX 76102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,710,488 | $2,353,634 | $1,356,854 | $19,263,035 | $0 | $19,263,035 |
| December 31, 2023 | 990-PF | $1,529,410 | $2,452,644 | -$923,234 | $17,947,681 | $0 | $17,947,681 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $685,107
- Interest
- $7,350
- Net gain from sales of assets
- $2,200,893
- Other income
- $817,138
Expenses
- Grants and similar amounts paid
- $2,002,500
- Compensation of officers, directors and key employees
- $69,000
- Disbursements for charitable purposes
- $2,042,538
- Excise tax on investment income
- $47,256
Balance sheet and other
- Total assets, start of year
- $17,947,681
- Total assets, end of year
- $19,263,035
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,263,035
- Fair market value of assets
- $45,917,101
- Qualifying distributions
- $2,042,538
- Net investment income
- $3,710,488
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 |
|---|---|---|---|
| WALKER C FRIEDMAN 604 EAST 4TH STREET SUITE 200, FORT WORTH, TX 76102 | CO-TRUSTEE | 1 | $27,000 |
| ALAN D FRIEDMAN 4211 VERSAILLES AVENUE, DALLAS, TX 75205 | CO-TRUSTEE | 1 | $27,000 |
| BAYARD FRIEDMAN 5317 MONTROSE DRIVE, DALLAS, TX 75209 | CO-TRUSTEE | 1 | $7,500 |
| DILLON W FRIEDMAN 6201 BALDER LANE, EDINA, MN 55439 | CO-TRUSTEE | 1 | $7,500 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALKER C FRIEDMAN 604 EAST 4TH STREET SUITE 200, FORT WORTH, TX 76102 | CO-TRUSTEE | 0 | $27,000 |
| ALAN D FRIEDMAN 4211 VERSAILLES, DALLAS, TX 75205 | CO-TRUSTEE | 0 | $27,000 |
| BAYARD FRIEDMAN 5317 MONTROSE DRIVE, DALLAS, TX 75209 | CO-TRUSTEE | 0 | $7,500 |
| DILLON W FRIEDMAN 6201 BALDER LANE, EDINA, MN 55439 | CO-TRUSTEE | 0 | $7,500 |
Address and contacts
- Address (IRS master file)
- 604 E 4TH ST STE 200, FORT WORTH, TX 76102-4074
- In care of
- % JPMORGAN CHASE BANK NA
- Signed the 990-PF
- WALKER C FRIEDMAN, CO-TRUSTEE
- Phone
- (817) 334-0144
- Return prepared by
- BEVERLY HOWL CPA
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
- 75-6210697
- 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
- 1974
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $19,263,035
- Income (IRS master file)
- $6,532,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,710,488 | $2,353,634 | $19,263,035 | XML |
| 990-PF | December 2023 | $1,529,410 | $2,452,644 | $17,947,681 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 75-6210697).
Questions about MARY POTISHMAN LARD TRUST A
- What is the EIN of MARY POTISHMAN LARD TRUST A?
- The employer identification number (EIN) of MARY POTISHMAN LARD TRUST A is 75-6210697.
- Is MARY POTISHMAN LARD TRUST A tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to MARY POTISHMAN LARD TRUST A tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY POTISHMAN LARD TRUST A file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY POTISHMAN LARD TRUST A 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 MARY POTISHMAN LARD TRUST A 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 MARY POTISHMAN LARD TRUST A?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $27,000 (WALKER C FRIEDMAN, CO-TRUSTEE).
- How much revenue does MARY POTISHMAN LARD TRUST A have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,710,488, expenses of $2,353,634 and total assets of $19,263,035 at year end.
Other nonprofits in FORT WORTH
- COOK CHILDRENS MEDICAL CENTER EIN 75-2051646 · last filed 990 for 2025
- TEXAS HEALTH HARRIS METHODIST HOSPITAL FORT WORTH EIN 75-6001743 · last filed 990 for 2024
- TEXAS CHRISTIAN UNIVERSITY EIN 75-0827465 · last filed 990 for 2025
- COOK CHILDRENS HEALTH PLAN EIN 76-0585240 · last filed 990 for 2025
- COOK CHILDRENS PHYSICIAN NETWORK EIN 75-2485366 · last filed 990 for 2025
- COOK CHILDRENS HEALTH CARE SYSTEM EIN 75-2705881 · last filed 990 for 2025
- TEXAS HEALTH HARRIS METHODIST HOSPITAL SOUTHWEST FORT WORTH EIN 75-2678857 · last filed 990 for 2024
- CATHOLIC CHARITIES DIOCESE OF FORT WORTH EIN 75-0808769 · last filed 990 for 2024