Nonprofit · EIN 76-0696686
JOHN AND AMY AUBREY FOUNDATION
Tax-exempt · HOUSTON, TX 77208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $21,682 | $57,328 | -$35,646 | $777,524 | $0 | $777,524 |
| August 31, 2024 | 990-PF | $11,946 | $68,742 | -$56,796 | $803,641 | $0 | $803,641 |
| August 31, 2023 | 990-PF | $45,566 | $101,799 | -$56,233 | $851,579 | $0 | $851,579 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $31,191
- Interest
- $19
- Net gain from sales of assets
- -$1,786
- Other income
- -$7,742
Expenses
- Grants and similar amounts paid
- $49,015
- Disbursements for charitable purposes
- $51,049
- Excise tax on investment income
- $317
Balance sheet and other
- Total assets, start of year
- $803,641
- Total assets, end of year
- $777,524
- Total liabilities, end of year
- $0
- Net assets, end of year
- $777,524
- Fair market value of assets
- $1,169,862
- Qualifying distributions
- $51,049
- Net investment income
- $29,054
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C AUBREY PO BOX 61545, HOUSTON, TX 77208 | OFFICER | 1 | $0 |
| AMY M AUBREY PB BOX 61545, HOUSTON, TX 77208 | OFFICER | 1 | $0 |
| JOHN STEFFES 2700 POST OAK BOULEVARD SUITE 1500, HOUSTON, TX 77056 | DIRECTOR | 1 | $0 |
990-PF for the year ended August 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C AUBREY PO BOX 61545, HOUSTON, TX 77208 | OFFICER | 1 | $0 |
| AMY M AUBREY PB BOX 61545, HOUSTON, TX 77208 | OFFICER | 1 | $0 |
| JOHN STEFFES 2700 POST OAK BOULEVARD SUITE 1500, HOUSTON, TX 77056 | DIRECTOR | 1 | $0 |
990-PF for the year ended August 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C AUBREY PO Box 61545, Houston, TX 77208 | OFFICER | 1 | $0 |
| AMY M AUBREY PO Box 61545, Houston, TX 77208 | OFFICER | 1 | $0 |
| JOHN STEFFES 2700 POST OAK BLVD STE 1500, Houston, TX 77056 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 61545, HOUSTON, TX 77208-1545
- In care of
- % FORVIS LLP
- Signed the 990-PF
- John C Aubrey, Officer
- Phone
- (713) 986-7610
- Return prepared by
- Forvis Mazars 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 76-0696686
- 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
- 2002
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $777,524
- Income (IRS master file)
- $23,468
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $21,682 | $57,328 | $777,524 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990-PF | August 2024 | $11,946 | $68,742 | $803,641 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | $45,566 | $101,799 | $851,579 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 76-0696686).
Questions about JOHN AND AMY AUBREY FOUNDATION
- What is the EIN of JOHN AND AMY AUBREY FOUNDATION?
- The employer identification number (EIN) of JOHN AND AMY AUBREY FOUNDATION is 76-0696686.
- Is JOHN AND AMY AUBREY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to JOHN AND AMY AUBREY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND AMY AUBREY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND AMY AUBREY FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN AND AMY AUBREY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of JOHN AND AMY AUBREY FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOHN AND AMY AUBREY FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $21,682, expenses of $57,328 and total assets of $777,524 at year end.
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