Nonprofit · EIN 76-0585804
FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION
Tax-exempt · HOUSTON, TX 77057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $7,389,409 | $2,140,092 | $5,249,317 | $31,976,066 | $6,419 | $31,969,647 |
| December 31, 2024 | 990-PF | $6,460,534 | $1,902,958 | $4,557,576 | $28,410,720 | $19,215 | $28,391,505 |
| December 31, 2023 | 990-PF | $2,592,401 | $1,811,194 | $781,207 | $25,324,009 | $5 | $25,324,004 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,973,362
- Dividends
- $826,701
- Interest
- $11,533
- Net gain from sales of assets
- $4,566,720
- Other income
- $11,093
Expenses
- Grants and similar amounts paid
- $1,832,000
- Disbursements for charitable purposes
- $1,846,375
- Excise tax on investment income
- $72,204
Balance sheet and other
- Total assets, start of year
- $28,410,720
- Total assets, end of year
- $31,976,066
- Total liabilities, end of year
- $6,419
- Net assets, end of year
- $31,969,647
- Fair market value of assets
- $46,560,400
- Qualifying distributions
- $1,846,375
- Net investment income
- $5,416,047
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 |
|---|---|---|---|
| FLORENCE W MCGEE 931 OLD LAKE ROAD, HOUSTON, TX 77057 | PRESIDENT | 0 | $0 |
| THOMAS WELLS MCGEE 931 OLD LAKE ROAD, HOUSTON, TX 77057 | VICE PRESIDE | 0 | $0 |
| WILLIAM WELLS MCGEE 931 OLD LAKE ROAD, HOUSTON, TX 77057 | SECRETARY/TR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FLORENCE W MCGEE 931 OLD LAKE ROAD, HOUSTON, TX 77057 | PRESIDENT | 0 | $0 |
| THOMAS WELLS MCGEE 931 OLD LAKE ROAD, HOUSTON, TX 77057 | VICE PRESIDE | 0 | $0 |
| WILLIAM WELLS MCGEE 931 OLD LAKE ROAD, HOUSTON, TX 77057 | SECRETARY/TR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FLORENCE W MCGEE 931 OLD LAKE ROAD, HOUSTON, TX 77057 | PRESIDENT | 0 | $0 |
| THOMAS WELLS MCGEE 931 OLD LAKE ROAD, HOUSTON, TX 77057 | VICE PRESIDE | 0 | $0 |
| WILLIAM WELLS MCGEE 931 OLD LAKE ROAD, HOUSTON, TX 77057 | SECRETARY/TR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 931 OLD LAKE RD, HOUSTON, TX 77057-1105
- In care of
- % WILLIAM K MCGEE JR
- Signed the 990-PF
- FLORENCE W MCGEE, PRESIDENT
- Return prepared by
- WELLS & BEDARD PC CPAS
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
- 76-0585804
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $31,976,066
- Income (IRS master file)
- $20,020,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $7,389,409 | $2,140,092 | $31,976,066 | XML |
| 990-PF | December 2024 | $6,460,534 | $1,902,958 | $28,410,720 | XML |
| 990-PF | December 2023 | $2,592,401 | $1,811,194 | $25,324,009 | 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 76-0585804).
Questions about FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION
- What is the EIN of FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION?
- The employer identification number (EIN) of FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION is 76-0585804.
- Is FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FLORENCE AND WILLIAM K MCGEE JR FAMILY 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 FLORENCE AND WILLIAM K MCGEE JR FAMILY 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 FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,389,409, expenses of $2,140,092 and total assets of $31,976,066 at year end.
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