Nonprofit · EIN 84-2840376
SARMA CHARITABLE FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $202,247 | $586,859 | -$384,612 | $2,006,006 | $3,452 | $2,002,554 |
| June 30, 2024 | 990-PF | $227,136 | $492,079 | -$264,943 | $2,391,054 | $3,888 | $2,387,166 |
| June 30, 2023 | 990-PF | $171,949 | $577,850 | -$405,901 | $2,652,509 | $400 | $2,652,109 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $75,424
- Interest
- $240
- Net gain from sales of assets
- $126,583
Expenses
- Grants and similar amounts paid
- $297,679
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $555,106
- Excise tax on investment income
- $2,474
Balance sheet and other
- Total assets, start of year
- $2,391,054
- Total assets, end of year
- $2,006,006
- Total liabilities, end of year
- $3,452
- Net assets, end of year
- $2,002,554
- Fair market value of assets
- $2,383,615
- Qualifying distributions
- $555,106
- Net investment income
- $202,247
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY REAVIS 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| DIANN BONNIN 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| DAVID HOLMES 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| MATTHEW CARPENTER 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| LINDA STOLTE 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR/VICE-CHAIRMAN | 1 | $0 |
| GEORGE KARUTZ 555 E RAMSEY RD, SAN ANTONIO, TX 78212 | DIRECTOR/CHAIRMAN | 1 | $0 |
| BOB BENAVIDES 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | EX-OFFICIO/PRESIDENT/CEO | 1 | $0 |
| ANAIS CAMPOS 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | EX-OFFICIO/TREASURER/SECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA STOLTE 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR/VICE-CHAIRMAN | 1 | $0 |
| GEORGE KARUTZ 555 E RAMSEY RD, SAN ANTONIO, TX 78212 | DIRECTOR/CHAIRMAN | 1 | $0 |
| BOB BENAVIDES 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | EX-OFFICIO/PRESIDENT/CEO | 1 | $0 |
| CINDY RAMIREZ 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | EX-OFFICIO/TREASURER/SECRETARY | 1 | $0 |
| JERRY REAVIS 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| DIANN BONNIN 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| DAVID HOLMES 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| MATTHEW CARPENTER 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA STOLTE 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR/VICE-CHAIRMAN | 1 | $0 |
| GEORGE KARUTZ 555 E RAMSEY RD, SAN ANTONIO, TX 78212 | DIRECTOR/CHAIRMAN | 1 | $0 |
| BOB BENAVIDES 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | EX-OFFICIO/PRESIDENT/CEO | 1 | $0 |
| CINDY RAMIREZ 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | EX-OFFICIO/TREASURER/SECRETARY | 1 | $0 |
| JERRY REAVIS 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| DIANN BONNIN 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| DAVID HOLMES 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
| MATTHEW CARPENTER 555 E RAMSEY RD, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 555 E RAMSEY RD, SAN ANTONIO, TX 78216-4640
- In care of
- % DAWN HARVEY
- Signed the 990-PF
- ROBERTO BENAVIDES, PRESIDENT
- Phone
- (210) 244-4508
- Return prepared by
- CALVETTI FERGUSON
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-2840376
- 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
- 2020
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,006,006
- Income (IRS master file)
- $716,469
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $202,247 | $586,859 | $2,006,006 | IRS |
| 990-PF | June 2024 | $227,136 | $492,079 | $2,391,054 | XML |
| 990-PF | June 2023 | $171,949 | $577,850 | $2,652,509 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 84-2840376).
Questions about SARMA CHARITABLE FOUNDATION
- What is the EIN of SARMA CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SARMA CHARITABLE FOUNDATION is 84-2840376.
- Is SARMA CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SARMA CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SARMA CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SARMA CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SARMA CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SARMA CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does SARMA CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $202,247, expenses of $586,859 and total assets of $2,006,006 at year end.
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