Nonprofit · EIN 86-2643196
JOHN R & GRELI N LESS CHARITABLE TRUST
Tax-exempt · SAN ANTONIO, TX 78299
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,362,868 | $7,927,897 | -$2,565,029 | $127,297,366 | $0 | $127,798,924 |
| December 31, 2023 | 990-PF | $19,454,940 | $6,593,800 | $12,861,140 | $129,876,157 | $0 | $129,876,157 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $2,535,827
- Interest
- $1,609,267
- Net gain from sales of assets
- $727,459
- Other income
- $490,315
Expenses
- Grants and similar amounts paid
- $6,701,297
- Compensation of officers, directors and key employees
- $1,053,760
- Disbursements for charitable purposes
- $7,592,983
- Excise tax on investment income
- $70,708
Balance sheet and other
- Total assets, start of year
- $129,876,157
- Total assets, end of year
- $127,297,366
- Total liabilities, end of year
- $0
- Net assets, end of year
- $127,798,924
- Fair market value of assets
- $145,359,664
- Qualifying distributions
- $7,592,983
- Net investment income
- $5,358,392
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 |
|---|---|---|---|
| FROST BANK C/O Debbie Broemsen, PO BOX 2950, SAN ANTONIO, TX 78299 | CO-TRUSTEE | 2 | $869,902 |
| JAMES DROUGHT 2632 BROADWAY ST STE 401S, SAN ANTONIO, TX 78215 | CO-TRUSTEE | 3 | $183,858 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FROST BANK C/O Debbie Broemsen, PO BOX 2950, SAN ANTONIO, TX 78299 | CO-TRUSTEE | 2 | $718,585 |
| JAMES DROUGHT 2632 BROADWAY ST STE 401S, SAN ANTONIO, TX 78215 | CO-TRUSTEE | 3 | $358,156 |
Address and contacts
- Address (IRS master file)
- PO BOX 2950, SAN ANTONIO, TX 78299-2950
- In care of
- % FROST BANK
- Signed the 990-PF
- DEBBIE BROEMSEN, TRUSTEE
- Phone
- (210) 220-4438
- Return prepared by
- ERNST & YOUNG US 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 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
- 86-2643196
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $127,297,366
- Income (IRS master file)
- $25,824,172
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,362,868 | $7,927,897 | $127,297,366 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $19,454,940 | $6,593,800 | $129,876,157 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 86-2643196).
Questions about JOHN R & GRELI N LESS CHARITABLE TRUST
- What is the EIN of JOHN R & GRELI N LESS CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN R & GRELI N LESS CHARITABLE TRUST is 86-2643196.
- Is JOHN R & GRELI N LESS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to JOHN R & GRELI N LESS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN R & GRELI N LESS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN R & GRELI N LESS CHARITABLE TRUST 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 JOHN R & GRELI N LESS CHARITABLE TRUST 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 JOHN R & GRELI N LESS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $869,902 (FROST BANK, CO-TRUSTEE).
- How much revenue does JOHN R & GRELI N LESS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,362,868, expenses of $7,927,897 and total assets of $127,297,366 at year end.
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