Ross & Matilda Barham Charitable Trust

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For purposes of form 990, the organization will refer to frost bank, the institutional trustee of this Charitable Trust. Frost bank carries out the intent and directions provided in the governing document of the Trust. This Trust has been established to supportthe university of texas in advanced research.

Form 990 Part I, line 1, FY2026. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 74-6303978) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$28K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2026 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
The latest return is for FY2026, this tax year.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $37K a year · 30% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
86% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$28K
to officers and key staff · 31% of spending
Pay to officers and key staff is 31% of spending.
Part VII, Section A
1.5 mo
of spending, in cash
Plus $2.1M in investments, Pt X · Ln 11–13
1.5 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Revenue
$135K
+99% vs prior year
Spent
$91K
To programs
86%
Net assets
$2.1M
By yearFY2021–FY2026
Revenue
$135K
FY2026▲ +99%
Tap a bar for its year
Revenue by fiscal year
FY2021$128K
FY2022$381K
FY2023−$397
FY2024$31K
FY2025$68K
FY2026$135K
Expenses
$91K
FY2026▼ -0.8%
Tap a bar for its year
Expenses by fiscal year
FY2021$83K
FY2022$89K
FY2023$85K
FY2024$82K
FY2025$92K
FY2026$91K
Net assets
$2.1M
FY2026▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.9M
FY2022$2.2M
FY2023$2.1M
FY2024$2.0M
FY2025$2.0M
FY2026$2.1M

From the FY2026 Form 990 (year ending May 2026) · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Dec 1984.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $78K Management & general 14% · $13K

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

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Who runs it and what they're paid

1 person listed on the 990; $28K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2025); the FY2026 filing did not itemize Part VII
Trustee
$27,849Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2026FY2025FY2024FY2023FY2022FY2021
Frost Bank$27,849$26,271$24,164$23,123$26,546$22,435

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Ross & Matilda Barham Charitable 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

Supports advanced research at the University of Texas through a charitable trust.

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1 program · $65K · in their own filed words · FY2025
01

The university of texas at san antonio

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 74-6303978) · Dispute this line
$65Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $360K · 2020–2025
University of Texas atFY2025$65,475
University of Texas atFY2024$60,013
University of Texas atFY2023$56,049
University of Texas atFY2022$60,671
University of Texas atFY2021$61,000
University of Texas atFY2020$57,000

By the numbers

The FY2026 990, line by line.

1The main four
Money inPt VIII
$135K
Ln 12
Investment incomeLn 3$135K
Money outPt IX
$91K
Ln 25
Programscol B$78K
Managementcol C$13K
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$11K
Total assetsLn 16$2.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$135K
Gains on assetsLn 7$63K
Total revenueLn 12$135K
Assets in detailPt X, end of year
SavingsLn 2$11K
Cash and savings togetherLn 1–2$11K
InvestmentsLn 11–13$2.1M
Total assetsLn 16$2.1M
LiabilitiesLn 26$0
Net assetsLn 32$2.1M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY26FY25FY24FY23FY22
End of yearLn 1g$2.1M$2.0M$2.0M$2.1M$2.2M
SpentLn 1d–1f$91K$92K$82K$85K$89K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY26End FY26
Cash and savingsLn 1–2$36K$11K
InvestmentsLn 11–13$2.0M$2.1M
Total assetsLn 16$2.0M$2.1M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.0M$2.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$65K$65K
Pay of officers and key staff (Part IX, line 5)Ln 5$28K$14K$14K
Accounting feesLn 11c$1K$725$725
Other fees for servicesLn 11g−$4K−$2K−$2K
Total functional expensesLn 25$91K$78K$13K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest ViewingFiled with the IRS Aug 10, 2026 $135K$91K$44K$2.1M 990 PDF
FY2025Filed with the IRS Oct 15, 2025 $68K$92K−$24K$2.0M 990 PDF
FY2024Filed with the IRS Oct 16, 2024 $31K$82K−$51K$2.0M 990 PDF
FY2023Filed with the IRS Apr 26, 2024 −$397$85K−$86K$2.1M 990 PDF
FY2022Filed with the IRS Aug 24, 2022 $381K$89K$293K$2.2M 990 PDF
FY2021Filed with the IRS Oct 12, 2021 $128K$83K$45K$1.9M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2026 990
Part I · Summary $134,830 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $67,863$134,830
I-11 Other revenue$0
I-12 Total revenuePrior year $67,863$134,830
I-13 Grants and similar amounts paidPrior year $60,013$65,475
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $26,271$27,849
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $5,330−$2,430
I-18 Total expensesPrior year $91,614$90,894
I-19 Revenue less expensesPrior year −$23,751$43,936
Part VI · Governance 1 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $134,830 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $71,891$71,891
VIII-7 Net gain or loss on sales of assetsExcluded from tax $62,939$62,939
VIII-12 Total revenueExcluded from tax $134,830$134,830
Part IX · Statement of functional expenses $90,894 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $65,475$65,475
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $13,925 · Management $13,924$27,849
IX-11c Accounting feesPrograms $725 · Management $725$1,450
IX-11g Other fees for servicesPrograms −$1,940 · Management −$1,940−$3,880
IX-25 Total functional expensesPrograms $78,185 · Management $12,709 · Fundraising $0$90,894
Part X · Balance sheet $2,065,075 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $35,555$11,434
X-11 Publicly traded securitiesStart of year $1,985,584$2,053,641
X-16 Total assetsStart of year $2,021,139$2,065,075
X-26 Total liabilitiesStart of year $0$0
X-31 Retained earnings or endowmentStart of year $2,021,139$2,065,075
X-32 Total net assets or fund balancesStart of year $2,021,139$2,065,075
X-33 Total liabilities and net assetsStart of year $2,021,139$2,065,075
Part XI · Reconciliation of net assets $2,065,075 net assets at year end
XI-1 Total revenue$134,830
XI-2 Total expenses$90,894
XI-3 Revenue less expenses$43,936
XI-4 Net assets at start of year$2,021,139
XI-10 Net assets at end of year$2,065,075

Form 990 e-file (XML) FY2026 from the IRS · Classification, formation year and address from the IRS Business Master File

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