H E and Ruby Pelz Tr 2

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501(c)(3) charity; gifts are tax-deductible.
$15K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: 990-PF Part VIII

Before you give

FY2026 · Form 990-PFIndependent: 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-PF
The latest return is for FY2026, this tax year.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $2K a year · 2% of revenue · last 6 filings
A surplus in 2 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$15K
to officers and key staff · 13% of spending
Pay to officers and key staff is 13% of spending.
990-PF Part VIII
6.5 mo
of spending, in cash
6.5 months of spending in cash.
990-PF Pt II · Ln 1–2 · Pt I · Ln 26
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
990-PF Pt II · Ln 23
Revenue
$104K
+38% vs prior year
Spent
$112K
Net assets
$864K
By yearFY2021–FY2026
Revenue
$104K
FY2026▲ +38%
Tap a bar for its year
Revenue by fiscal year
FY2021$63K
FY2022$126K
FY2023$103K
FY2024$164K
FY2025$75K
FY2026$104K
Expenses
$112K
FY2026+0.2%
Tap a bar for its year
Expenses by fiscal year
FY2021$101K
FY2022$105K
FY2023$108K
FY2024$110K
FY2025$112K
FY2026$112K
Net assets
$864K
FY2026▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2021$845K
FY2022$864K
FY2023$858K
FY2024$911K
FY2025$873K
FY2026$864K

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 May 1992.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 70% · $78K Operating & administrative 30% · $34K

Form 990-PF Part I, lines 24–26. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990-PF; $15K paid to officers and key staff (990-PF Part VIII).

990-PF Part VIII · reportable compensation · most recent filed roster (FY2025); the FY2026 filing did not itemize 990-PF Part VIII
Secretary Co Trustee
$14,537990-PF Pt VIII
Vice Pres Co Trustee
$0990-PF Pt VIII
President Co Trustee
$0990-PF Pt VIII

Compensation history total reportable pay by year · 1 named individual · 990-PF Part VIII

NameFY2026FY2025
Cary M Abney$14,537$14,184

Total reportable compensation (Form 990-PF Part VIII column (c) / 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 H E and Ruby Pelz Tr 2 executive salaries →

Programs and updates

A private foundation based in Marshall, TX.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 22 grants · $78K · 2025–2025
Etbu Nursing SchoolFY2025$5,000
Boys and Girls ClubFY2025$5,000
Marshall Education FoundationFY2025$5,000
Trinity Episcopal ChurchFY2025$5,000
Mission MarshallFY2025$5,000
Marshall Harrison Co LiteracyFY2025$5,000
Empty Stocking FundFY2025$5,000
Texas State Tech College FoundationFY2025$5,000
Trinity Episcopal SchoolFY2025$5,000
Society of St StephensFY2025$5,000
Michelson Museum of ArtFY2025$5,000
Harrison Count Historical MuseumFY2025$3,500
Cason Westmoreland FoundationFY2025$3,000
East Texas Food BankFY2025$2,500
Marshall Regional Arts CouncilFY2025$2,500
Marshall Pregnancy Resource CenterFY2025$2,500
Individual RecipientFY2025$2,500
Individual RecipientFY2025$2,000
See all 22 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$4K
Median grantPart XV$5K
Largest grantPart XV$5K

By the numbers

The FY2026 990-PF, line by line.

1The main four
Money in
$104K
Investment income$91K
Other income$13K
Money out
$112K
Grants paid$78K
Running costs$34K
Owns and owes
$864K
net assets
Cash and savings$61K
Total assets$864K
Liabilities$0
People
3
listed
Paid1
2In more detail
Revenue in detail
Investment income$91K
Other income$13K
Total revenue$104K
Assets in detailEnd of year
Cash and savings together$61K
Total assets$864K
Liabilities$0
Net assets$864K
Operations
Fiscal year endsMay

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest ViewingFiled with the IRS Jul 15, 2026 $104K$112K−$8K$864K 990 PDF
FY2025Filed with the IRS Jul 16, 2025 $75K$112K−$36K$873K 990 PDF
FY2024Filed with the IRS Jul 3, 2024 $164K$110K$54K$911K 990 PDF
FY2023Filed with the IRS Jun 28, 2023 $103K$108K−$5K$858K 990 PDF
FY2022Filed with the IRS Jun 28, 2022 $126K$105K$21K$864K 990 PDF
FY2021Filed with the IRS Jul 12, 2021 $63K$101K−$38K$845K 990 PDF

Schedules filed Part IV

G · Fundraising L · Interested persons R · Related orgs

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

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