O'Brien Foundation FY2021 filing

Tax-deductible

Refugio, TX501(c)(3)EIN 74-6062067

501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2021 · Form 990-PFIndependent: 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
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $10K a year · 29% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
272 mo
of spending, in cash
Looks good: 271.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$84K
+123% vs prior year
Spent
$24K
Net assets
$537K
By yearFY2020–FY2025
Revenue
$84K
FY2021▲ +123%
Revenue by fiscal year
FY2020$38K
FY2021$84K
FY2022$17K
FY2023$16K
FY2024$21K
FY2025$40K
Expenses
$24K
FY2021▲ +0.8%
Expenses by fiscal year
FY2020$23K
FY2021$24K
FY2022$26K
FY2023$27K
FY2024$26K
FY2025$27K
Net assets
$537K
FY2021▲ +13%
Net assets by fiscal year
FY2020$477K
FY2021$537K
FY2022$527K
FY2023$516K
FY2024$511K
FY2025$524K

From the FY2021 Form 990 · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1961.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 98% · $23K Operating & administrative 2% · $590

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

Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See O'Brien Foundation executive salaries →

Programs and updates

A private foundation based in Refugio, TX.

Provided by the organization

This section is blank until O'Brien Foundation claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 14 grants · $26K · 2025–2025
Our Lady of Victory CathedralFY2025$4,000
Berclair Fire DepartmentFY2025$2,500
Refugio Fire DepartmentFY2025$2,500
Beeville Fire DepartmentFY2025$2,500
Refugio Isd Education FoundationFY2025$2,000
Our Lady of Refuge ChurchFY2025$2,000
Goliad County OutreachFY2025$1,625
Good Samaritan MinistriesFY2025$1,625
Hospice of South TexasFY2025$1,500
Driscoll Children's HospitalFY2025$1,500
South Texas Children's HomeFY2025$1,000
Ronald McDonald House CharitiesFY2025$1,000
Immaculate Conception ChurchFY2025$1,000
Halo FlightFY2025$1,000

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$2K
Median grantPart XV$2K
Largest grantPart XV$4K

By the numbers

The FY2021 990-PF, line by line.

1The main four
Money in
$84K
Gifts and grants$71K
Other income$11K
Investment income$2K
Money out
$24K
Grants paid$23K
Running costs$590
Owns and owes
$537K
net assets
Cash and savings$537K
Total assets$537K
Liabilities$0
2In more detail
Revenue in detail
Gifts and grants$71K
Investment income$2K
Other income$11K
Total revenue$84K
Assets in detailEnd of year
Cash and savings together$537K
Total assets$537K
Liabilities$0
Net assets$537K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $40K$27K$13K$524K 990 PDF
FY2024 $21K$26K−$5K$511K 990 PDF
FY2023 $16K$27K−$11K$516K 990 PDF
FY2022 $17K$26K−$9K$527K 990 PDF
FY2021 Viewing $84K$24K$60K$537K 990 PDF
FY2020 $38K$23K$14K$477K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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