Nonprofit · EIN 92-0802337
SR FAMILY FOUNDATION
Tax-exempt · GREENVILLE, TX 75402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $155,749 | $375,434 | -$219,685 | $5,878,111 | $0 | $5,878,111 |
| December 31, 2024 | 990-PF | $777,803 | $329,729 | $448,074 | $5,653,697 | $0 | $5,928,698 |
| December 31, 2023 | 990-PF | $3,587,729 | $110,000 | $3,477,729 | $5,480,624 | $0 | $5,480,624 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $174,798
- Interest
- $30
- Net gain from sales of assets
- -$19,079
Expenses
- Grants and similar amounts paid
- $305,060
- Disbursements for charitable purposes
- $305,060
- Excise tax on investment income
- $2,430
Balance sheet and other
- Total assets, start of year
- $5,653,697
- Total assets, end of year
- $5,878,111
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,878,111
- Qualifying distributions
- $305,060
- Net investment income
- $174,828
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R C OTTWELL JR 4231 FM 2101, GREENVILLE, TX 75402 | CHAIRMAN OF | 0 | $0 |
| TAMELA G OTTWELL 4231 FM 2102, GREENVILLE, TX 75402 | PRESIDENT/SE | 0 | $0 |
| SHAWNTE OTTWELL 3311 COUNTY ROAD 3309, GREENVILLE, TX 75402 | VICE PRESIDE | 0 | $0 |
| ROSE OTTWELL 3309 COUNTY ROAD 3309, GREENVILLE, TX 75402 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R C OTTWELL JR 4231 FM 2101, GREENVILLE, TX 75402 | CHAIRMAN OF | 0 | $0 |
| TAMELA G OTTWELL 4231 FM 2102, GREENVILLE, TX 75402 | PRESIDENT/SE | 0 | $0 |
| SHAWNTE OTTWELL 3311 COUNTY ROAD 3309, GREENVILLE, TX 75402 | VICE PRESIDE | 0 | $0 |
| ROSE OTTWELL 3309 COUNTY ROAD 3309, GREENVILLE, TX 75402 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R C OTTWELL JR 4231 FM 2101, GREENVILLE, TX 75402 | CHAIRMAN OF | 1 | $0 |
| TAMELA G OTTWELL 4231 FM 2102, GREENVILLE, TX 75402 | PRESIDENT/SE | 0 | $0 |
| SHAWNTE OTTWELL 3311 COUNTY ROAD 3309, GREENVILLE, TX 75402 | VICE PRESIDE | 0 | $0 |
| ROSE OTTWELL 3309 COUNTY ROAD 3309, GREENVILLE, TX 75402 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4231 FM 2101, GREENVILLE, TX 75402-5361
- Signed the 990-PF
- R C OTTWELL JR, CHAIRMAN OF THE BRD
- Phone
- (214) 922-4110
- Return prepared by
- SHELTON MEAD & SHELTON PLLC
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 | 990-PF 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
- 92-0802337
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,878,111
- Income (IRS master file)
- $398,626
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $155,749 | $375,434 | $5,878,111 | XML |
| 990-PF | December 2024 | $777,803 | $329,729 | $5,653,697 | XML |
| 990-PF | December 2023 | $3,587,729 | $110,000 | $5,480,624 | XML |
| 990-PF | December 2022 | – | – | – | 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 92-0802337).
Questions about SR FAMILY FOUNDATION
- What is the EIN of SR FAMILY FOUNDATION?
- The employer identification number (EIN) of SR FAMILY FOUNDATION is 92-0802337.
- Is SR FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to SR FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SR FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SR FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SR FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SR FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SR FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $155,749, expenses of $375,434 and total assets of $5,878,111 at year end.
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All nonprofits in GREENVILLE · Texas · Philanthropy, voluntarism and grantmaking foundations