Nonprofit · EIN 82-5468686
MONCRIEF ENDOWMENT FUND
Tax-exempt · FORT WORTH, TX 76147
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $297,434 | $237,156 | $60,278 | $3,110,259 | $0 | $3,110,259 |
| May 31, 2025 | 990-PF | $283,475 | $222,032 | $61,443 | $3,049,981 | $0 | $3,049,981 |
| May 31, 2024 | 990-PF | $274,548 | $235,094 | $39,454 | $2,729,380 | $0 | $2,729,380 |
| May 31, 2022 | 990-PF | $576,402 | $231,059 | $345,343 | $3,197,478 | $0 | $3,197,478 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $1,500
- Dividends
- $80,682
- Interest
- $330
- Net gain from sales of assets
- $214,922
Expenses
- Grants and similar amounts paid
- $211,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $216,461
- Excise tax on investment income
- $3,839
Balance sheet and other
- Total assets, start of year
- $3,049,981
- Total assets, end of year
- $3,110,259
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,110,259
- Fair market value of assets
- $4,349,186
- Qualifying distributions
- $216,461
- Net investment income
- $295,934
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY LYNN GARRETT PO BOX 470885, FORT WORTH, TX 76147 | CHAIRMAN OF THE BOARD, TRE | 1 | $0 |
| MURRAY JAMES PO BOX 470885, FORT WORTH, TX 76147 | SECRETARY | 1 | $0 |
| GRETCHEN BARRETT PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| ANNE T BASS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| MITZI DAVIS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| MAURIE REYNOLDS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
990-PF for the year ended May 31, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY LYNN GARRETT PO BOX 470885, FORT WORTH, TX 76147 | CHAIRMAN OF THE BOARD, TRE | 1 | $0 |
| MURRAY JAMES PO BOX 470885, FORT WORTH, TX 76147 | SECRETARY | 1 | $0 |
| GRETCHEN BARRETT PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| ANNE T BASS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| MITZI DAVIS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| MAURIE REYNOLDS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
990-PF for the year ended May 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY LYNN GARRETT PO BOX 470885, FORT WORTH, TX 76147 | CHAIRMAN OF THE BOARD, TRE | 1 | $0 |
| MURRAY JAMES PO BOX 470885, FORT WORTH, TX 76147 | SECRETARY | 1 | $0 |
| GRETCHEN BARRETT PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| ANNE T BASS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| MITZI DAVIS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| MAURIE REYNOLDS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
990-PF for the year ended May 31, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY LYNN GARRETT PO BOX 470885, FORT WORTH, TX 76147 | CHAIRMAN OF THE BOARD, TRE | 1 | $0 |
| MURRAY JAMES PO BOX 470885, FORT WORTH, TX 76147 | SECRETARY | 1 | $0 |
| GRETCHEN BARRETT PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| ANNE T BASS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| MITZI DAVIS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
| MAURIE REYNOLDS PO BOX 470885, FORT WORTH, TX 76147 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 470885, FORT WORTH, TX 76147-0885
- In care of
- % MARY LYNN GARRETT
- Signed the 990-PF
- MARY LYNN GARRETT, CHAIRMAN OF THE BOARD
- Phone
- (817) 235-8201
- Return prepared by
- WHITLEY PENN 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-5468686
- 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
- 2018
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,110,259
- Income (IRS master file)
- $1,353,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $297,434 | $237,156 | $3,110,259 | XML |
| 990-PF | May 2025 | $283,475 | $222,032 | $3,049,981 | XML |
| 990-PF | May 2024 | $274,548 | $235,094 | $2,729,380 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | $576,402 | $231,059 | $3,197,478 | XML |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 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 82-5468686).
Questions about MONCRIEF ENDOWMENT FUND
- What is the EIN of MONCRIEF ENDOWMENT FUND?
- The employer identification number (EIN) of MONCRIEF ENDOWMENT FUND is 82-5468686.
- Is MONCRIEF ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to MONCRIEF ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONCRIEF ENDOWMENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONCRIEF ENDOWMENT FUND due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONCRIEF ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of MONCRIEF ENDOWMENT FUND?
- The 990-PF for the year ended May 31, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does MONCRIEF ENDOWMENT FUND have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $297,434, expenses of $237,156 and total assets of $3,110,259 at year end.
Other nonprofits in FORT WORTH
- COMMUNITY FOUNDATION OF NORTH TEXAS EIN 75-2267767 · last filed 990 for 2024
- RAINWATER CHARITABLE FOUNDATION EIN 80-0870036 · last filed 990-PF for 2024
- PHILECOLOGY FOUNDATION EIN 20-8987808 · last filed 990-PF for 2025
- PERRY AND JOYCE JOHNS FOUNDATION EIN 82-2995775 · last filed 990-PF for 2025
- BNSF FOUNDATION EIN 26-1635887 · last filed 990-PF for 2025
- COULTER FAMILY FOUNDATION EIN 80-6215823 · last filed 990-PF for 2024
- UNITED WAY OF TARRANT COUNTY EIN 75-0858360 · last filed 990 for 2025
- WILDCAT FOUNDATION EIN 45-6518655 · last filed 990-PF for 2024
All nonprofits in FORT WORTH · Texas · Philanthropy, voluntarism and grantmaking foundations