Nonprofit · EIN 84-2615544
TRES GRACE FAMILY FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $11,838,690 | $11,123,164 | $715,526 | $126,519,317 | $114,338 | $126,404,979 |
| December 31, 2023 | 990-PF | $8,606,152 | $10,084,262 | -$1,478,110 | $118,009,227 | $134,522 | $117,874,705 |
| December 31, 2021 | 990-PF | $12,006,313 | $6,303,421 | $5,702,892 | $125,832,115 | $111,785 | $125,720,330 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,000,000
- Dividends
- $3,303,556
- Interest
- $93,780
- Net gain from sales of assets
- $1,441,354
Expenses
- Grants and similar amounts paid
- $10,357,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,746,340
- Excise tax on investment income
- $61,663
Balance sheet and other
- Total assets, start of year
- $118,009,227
- Total assets, end of year
- $126,519,317
- Total liabilities, end of year
- $114,338
- Net assets, end of year
- $126,404,979
- Fair market value of assets
- $126,519,317
- Qualifying distributions
- $10,746,340
- Net investment income
- $4,801,511
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 |
|---|---|---|---|
| Heather B Dobson 200 Concord Plaza Ste 240, San Antonio, TX 78216 | President | 5 | $0 |
| Hugh C Dobson 200 Concord Plaza Ste 240, San Antonio, TX 78216 | Treasurer | 5 | $0 |
| Lynne Dobson 200 Concord Plaza Ste 240, San Antonio, TX 78216 | Secretary | 5 | $0 |
| Anne M Dobson 200 Concord Plaza Ste 240, San Antonio, TX 78216 | Director | 5 | $0 |
| Tom E Dobson 200 Concord Plaza Ste 240, San Antonio, TX 78216 | Director | 5 | $0 |
| Claire McLean 200 Concord Plaza Ste 240, San Antonio, TX 78216 | Director | 5 | $0 |
| Greg Wooldridge 200 Concord Plaza Ste 240, San Antonio, TX 78216 | Director | 5 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM E DOBSON 200 CONCORD PLAZA, STE 240, SAN ANTONIO, TX 78216 | DIRECTOR | 5 | $0 |
| LYNNE DOBSON 200 CONCORD PLAZA, STE 240, SAN ANTONIO, TX 78216 | SECRETARY | 5 | $0 |
| HEATHER B DOBSON 200 CONCORD PLAZA, STE 240, SAN ANTONIO, TX 78216 | PRESIDENT | 5 | $0 |
| HUGH C DOBSON 200 CONCORD PLAZA, STE 240, SAN ANTONIO, TX 78216 | TREASURER | 5 | $0 |
| ANNE M DOBSON 200 CONCORD PLAZA, STE 240, SAN ANTONIO, TX 78216 | DIRECTOR | 5 | $0 |
| GREG WOOLDRIDGE 200 CONCORD PLAZA, STE 240, SAN ANTONIO, TX 78216 | DIRECTOR | 5 | $0 |
| CLAIRE WOOLDRIDGE 200 CONCORD PLAZA, STE 240, SAN ANTONIO, TX 78216 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2021: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM E DOBSON 200 Concord Plaza Ste 240, San Antonio, TX 78216 | DIRECTOR | 5 | $0 |
| MARY LYNNE DOBSON 200 Concord Plaza Ste 240, San Antonio, TX 78216 | SECRETARY | 5 | $0 |
| HEATHER B DOBSON 200 Concord Plaza Ste 240, San Antonio, TX 78216 | PRESIDENT | 5 | $0 |
| HUGH C DOBSON 200 Concord Plaza Ste 240, San Antonio, TX 78216 | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 200 CONCORD PLAZA 240, SAN ANTONIO, TX 78216-6943
- In care of
- % MISSION DE VIDA SERVICES LLC
- Signed the 990-PF
- Heather B Dobson, President
- Phone
- (210) 987-3655
- Website
- https://tresgraceff.org
- Return prepared by
- Blazek & Vetterling
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
- 84-2615544
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $126,519,317
- Income (IRS master file)
- $32,574,370
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $11,838,690 | $11,123,164 | $126,519,317 | XML |
| 990-PF | December 2023 | $8,606,152 | $10,084,262 | $118,009,227 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $12,006,313 | $6,303,421 | $125,832,115 | XML |
| 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 84-2615544).
Questions about TRES GRACE FAMILY FOUNDATION
- What is the EIN of TRES GRACE FAMILY FOUNDATION?
- The employer identification number (EIN) of TRES GRACE FAMILY FOUNDATION is 84-2615544.
- Is TRES GRACE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to TRES GRACE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRES GRACE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRES GRACE FAMILY 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 TRES GRACE FAMILY 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 TRES GRACE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does TRES GRACE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $11,838,690, expenses of $11,123,164 and total assets of $126,519,317 at year end.
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