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Braunfels Foundation Trust FY2022 filing

Tax-deductible

New Braunfels, TX501(c)(3) EIN 74-1876127Revenue $93K in FY2022Latest return filed Nov 14, 2025

On file with the IRSNew Braunfels, TXTax-exempt since Aug 1976Publicly supported charity — 170(b)(1)(A)(vi)

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To preserve city heritage

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $28K a year · 26% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
189 mo
of spending, in cash
Looks good: 188.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $10K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$93K
-2% vs prior year
Spent
$72K
To programs
60%
Net assets
$1.2M
By yearFY2020–FY2024
Revenue
$93K
FY2022▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2020$98K
FY2021$95K
FY2022$93K
FY2023$110K
FY2024$159K
Expenses
$72K
FY2022▲ +38%
Tap a bar for its year
Expenses by fiscal year
FY2020$65K
FY2021$52K
FY2022$72K
FY2023$89K
FY2024$135K
Net assets
$1.2M
FY2022▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.3M
FY2022$1.2M
FY2023$1.3M
FY2024$1.4M

From the FY2022 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $43K Management & general 13% · $9K Fundraising 27% · $20K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jonathan Packer
Secretary/Tr
$0Pt VII · Sec A
$0Pt VII · Sec A
Charles Stephens
Vice Preside
$0Pt VII · Sec A
Ian Taylor
Trustee
$0Pt VII · Sec A
See Braunfels Foundation Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Braunfels Foundation Trust is a nonprofit based in New Braunfels, TX.

Questions for Braunfels Foundation Trust

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1 program · $43K · in their own filed words · FY2022
01

Providing scholarships to area students

$43Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
New Braunfels Area Community FoundationFY2024$8K
Shell Oil Company FoundationFY2024$2K
Total grants receivedfrom 2 funders$10K

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$93K
Ln 12
Other incomeLn 4–11$68K
Investment incomeLn 3$23K
Gifts and grantsLn 1h$2K
Money outPt IX
$72K
Ln 25
Programscol B$43K
Managementcol C$9K
Fundraisingcol D$20K
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.2M
LiabilitiesLn 26$6K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2K
Government grantsLn 1e$2K
Investment incomeLn 3$23K
Other incomeLn 4–11$68K
Gains on assetsLn 7$7K
Total revenueLn 12$93K
Assets in detailPt X, end of year
CashLn 1$102K
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$1.1M
Accounts receivableLn 4$400
Prepaid expenses and deferred chargesLn 9$200
Land, buildings, equipmentLn 10c$40K
Total assetsLn 16$1.2M
LiabilitiesLn 26$6K
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.3M$1.1M
Land, buildings, equipmentLn 10c$42K$40K
Total assetsLn 16$1.3M$1.2M
LiabilitiesLn 26$5K$6K
Net assetsLn 32$1.3M$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$3K$3K
Accounting feesLn 11c$625$625
Other fees for servicesLn 11g$42K$42K
Advertising and promotionLn 12$1K$1K
Information technologyLn 14$5K$5K
InsuranceLn 23$642$642
Other expenses (24a–d)Ln 24$20K$255$20K
Total functional expensesLn 25$72K$43K$9K$20K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 14, 2025 $159K$135K$24K$1.4M 990 PDF
FY2023Filed with the IRS Sep 9, 2024 $110K$89K$21K$1.3M 990 PDF
FY2022 ViewingFiled with the IRS Aug 18, 2023 $93K$72K$21K$1.2M 990 PDF
FY2021Filed with the IRS Jun 28, 2022 $95K$52K$43K$1.3M 990 PDF
FY2020Filed with the IRS Jun 15, 2021 $98K$65K$33K$1.2M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $93,298 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,900$2,250
I-9 Program service revenue$0
I-10 Investment incomePrior year $30,781$22,789
I-11 Other revenuePrior year $62,542$68,259
I-12 Total revenuePrior year $95,223$93,298
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $52,214$71,997
I-18 Total expensesPrior year $52,214$71,997
I-19 Revenue less expensesPrior year $43,009$21,301
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $93,298 across 7 lines filed
VIII-1e Government grants$2,250
VIII-1h Total contributions, gifts and grants$2,250
VIII-3 Investment incomeExcluded from tax $15,549$15,549
VIII-6 Net rental income or lossRelated to mission −$3,891−$3,891
VIII-7 Net gain or loss on sales of assetsExcluded from tax $7,240$7,240
VIII-8 Net income from fundraising eventsExcluded from tax $21,610$72,150
VIII-12 Total revenueRelated to mission −$3,891 · Excluded from tax $44,399$93,298
Part IX · Statement of functional expenses $71,997 across 7 lines filed
IX-11a Management feesManagement $2,937$2,937
IX-11c Accounting feesManagement $625$625
IX-11g Other fees for servicesPrograms $42,038$42,038
IX-12 Advertising and promotionPrograms $1,000$1,000
IX-14 Information technologyManagement $5,000$5,000
IX-23 InsuranceManagement $642$642
IX-24 Other expenses (24a–d)Programs $255 · Fundraising $19,500$19,755
IX-25 Total functional expensesPrograms $43,293 · Management $9,204 · Fundraising $19,500$71,997
Part X · Balance sheet $1,173,484 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $95,120$102,145
X-2 Savings and temporary cash investmentsStart of year $1,197,142$1,030,752
X-4 Accounts receivableStart of year $5,200$400
X-9 Prepaid expenses and deferred charges$200
X-10c Land, buildings and equipment, netStart of year $42,400$39,987
X-16 Total assetsStart of year $1,339,862$1,173,484
X-17 Accounts payable and accrued expensesStart of year $148$5,748
X-19 Deferred revenueStart of year $4,500$400
X-26 Total liabilitiesStart of year $4,648$6,148
X-27 Net assets without donor restrictionsStart of year $1,335,214$1,167,336
X-32 Total net assets or fund balancesStart of year $1,335,214$1,167,336
X-33 Total liabilities and net assetsStart of year $1,339,862$1,173,484
Part XI · Reconciliation of net assets $1,167,336 net assets at year end
XI-1 Total revenue$93,298
XI-2 Total expenses$71,997
XI-3 Revenue less expenses$21,301
XI-4 Net assets at start of year$1,335,214
XI-9 Other changes in net assets−$189,179
XI-10 Net assets at end of year$1,167,336

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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