Nonprofit · EIN 76-0417998
ROBERT R AND KAY M ONSTEAD FOUNDATION
Tax-exempt · HOUSTON, TX 77007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,163,326 | $2,241,126 | -$77,800 | $29,484,837 | $0 | $29,484,837 |
| December 31, 2023 | 990-PF | $746,686 | $2,119,664 | -$1,372,978 | $29,562,637 | $0 | $29,562,637 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $682,791
- Interest
- $40,031
- Net gain from sales of assets
- $1,495,891
- Other income
- -$55,387
Expenses
- Grants and similar amounts paid
- $2,091,220
- Compensation of officers, directors and key employees
- $1,000
- Disbursements for charitable purposes
- $2,094,736
- Excise tax on investment income
- $27,748
Balance sheet and other
- Total assets, start of year
- $29,562,637
- Total assets, end of year
- $29,484,837
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,484,837
- Fair market value of assets
- $43,590,352
- Qualifying distributions
- $2,094,736
- Net investment income
- $2,134,885
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 |
|---|---|---|---|
| LEE E STRAUS 5298 Memorial Dr, Houston, TX 77007 | EX. DIR. ASST. SEC. | 4 | $1,000 |
| KAY M ONSTEAD 5298 Memorial Dr, Houston, TX 77007 | PRES. & TRUSTEE | 0.5 | $0 |
| CHARLES M ONSTEAD 5298 Memorial Dr, Houston, TX 77007 | VP,SEC.,TRES.&TRUST. | 0.5 | $0 |
| ANN ONSTEAD HILL 5298 Memorial Dr, Houston, TX 77007 | TRUSTEE | 0.5 | $0 |
| R RANDALL ONSTEAD JR 5298 Memorial Dr, Houston, TX 77007 | TRUSTEE | 0.5 | $0 |
| MARY ONSTEAD 5298 Memorial Dr, Houston, TX 77007 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE E STRAUS 5298 Memorial Dr, Houston, TX 77007 | EX. DIR. ASST. SEC. | 4 | $1,000 |
| KAY M ONSTEAD 5298 Memorial Dr, Houston, TX 77007 | PRES. & TRUSTEE | 0.5 | $0 |
| CHARLES M ONSTEAD 5298 Memorial Dr, Houston, TX 77007 | VP,SEC.,TRES.&TRUST. | 0.5 | $0 |
| ANN ONSTEAD HILL 5298 Memorial Dr, Houston, TX 77007 | TRUSTEE | 0.5 | $0 |
| R RANDALL ONSTEAD JR 5298 Memorial Dr, Houston, TX 77007 | TRUSTEE | 0.5 | $0 |
| MARY ONSTEAD 5298 Memorial Dr, Houston, TX 77007 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5298 MEMORIAL DR, HOUSTON, TX 77007-8260
- In care of
- % RO & KM ONSTEAD FOUNDATI
- Signed the 990-PF
- Lee E Straus, EX.Dir.,Secretary
- Phone
- (713) 227-0632
- Return prepared by
- ERNST & YOUNG 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 | 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
- 76-0417998
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $29,484,837
- Income (IRS master file)
- $7,294,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,163,326 | $2,241,126 | $29,484,837 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $746,686 | $2,119,664 | $29,562,637 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 76-0417998).
Questions about ROBERT R AND KAY M ONSTEAD FOUNDATION
- What is the EIN of ROBERT R AND KAY M ONSTEAD FOUNDATION?
- The employer identification number (EIN) of ROBERT R AND KAY M ONSTEAD FOUNDATION is 76-0417998.
- Is ROBERT R AND KAY M ONSTEAD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to ROBERT R AND KAY M ONSTEAD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT R AND KAY M ONSTEAD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT R AND KAY M ONSTEAD FOUNDATION 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 ROBERT R AND KAY M ONSTEAD FOUNDATION 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 ROBERT R AND KAY M ONSTEAD FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $1,000 (LEE E STRAUS, EX. DIR. ASST. SEC.).
- How much revenue does ROBERT R AND KAY M ONSTEAD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,163,326, expenses of $2,241,126 and total assets of $29,484,837 at year end.
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