Ed T Malloy Foundation

Tax-deductible

Orange, TX501(c)(3)EIN 76-0078695

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Charitable donations to designated charities

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$18K 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

FY2025 · 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
FY2025
latest Form 990
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 4
filings with a surplus
Average surplus $211K a year · 28% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$18K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 13.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8K
0.06% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 13 voting members
Looks good: 10 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$897K
+75% vs prior year
Spent
$546K
To programs
84%
Net assets
$12.2M
By yearFY2021–FY2025
Revenue
$897K
FY2025▲ +75%
Revenue by fiscal year
FY2021$819K
FY2022$749K
FY2023$512K
FY2025$897K
Expenses
$546K
FY2025▲ +2%
Expenses by fiscal year
FY2021$508K
FY2022$543K
FY2023$537K
FY2025$546K
Net assets
$12.2M
FY2025▲ +23%
Net assets by fiscal year
FY2021$11.7M
FY2022$9.4M
FY2023$9.9M
FY2025$12.2M

From the FY2025 Form 990 (year ending September 2025) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1983.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $459K Management & general 16% · $87K

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

15 people listed on the 990; $18K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$4,800Pt VII · Sec A
$4,800Pt VII · Sec A
$4,800Pt VII · Sec A
VP Investments
$2,000Pt VII · Sec A
$1,590Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2023FY2022FY2021
Susan Fairbairn$2,000$7,390$2,000$2,000
Helen Hoyt—$5,390——
Brooke Lemley—$5,390——
Mark Lemley——$5,390$5,390
Scott Hoyt——$5,390$5,390
O Steven Jones——$5,390—
Steven Jones———$5,390
John T Kennedy$4,800———

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 Ed T Malloy Foundation executive salaries →

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides charitable donations to designated charities.

Provided by the organization

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2 programs · $459K · in their own filed words · FY2024
01

Contributions to designated charities and other non-profit organizations

$453Kprogram expense
02

Scholarships to university and college students

$6Kprogram 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 · 32 grants · $1.8M · 2020–2024
Red Cross - OrangeFY2024$137,200
Fumc - OrangeFY2024$137,200
St Mary's Catholic ChurckFY2024$137,200
The Salvation ArmyFY2024$15,000
Unitemized GrantFY2024$6,000
Birthright of OrangeFY2024$5,580
Red Cross - OrangeFY2022$171,203
Fumc - OrangeFY2022$118,704
St Mary's Catholic ChurckFY2022$118,704
The Salvation ArmyFY2022$8,000
Birthright of OrangeFY2022$8,000
Unitemized GrantFY2022$5,000
Fumc - OrangeFY2021$167,105
See all 32 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$897K
Ln 12
Investment incomeLn 3$897K
Money outPt IX
$546K
Ln 25
Programscol B$459K
Managementcol C$87K
Owns and owesPt X
$12.2M
net assets · Ln 32
Cash and savingsLn 1–2$594K
Total assetsLn 16$12.2M
LiabilitiesLn 26$8K
PeoplePt VI, VII
15
listed · VII A
PaidVII A5
Voting boardVI 1a13
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$897K
Gains on assetsLn 7$653K
Total revenueLn 12$897K
Assets in detailPt X, end of year
CashLn 1$13K
SavingsLn 2$581K
Cash and savings togetherLn 1–2$594K
InvestmentsLn 11–13$11.6M
Total assetsLn 16$12.2M
LiabilitiesLn 26$8K
Net assetsLn 32$12.2M
OperationsPt I, VI
EmployeesI 53
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$584K$594K
InvestmentsLn 11–13$11.1M$11.6M
Total assetsLn 16$11.7M$12.2M
LiabilitiesLn 26$9K$8K
Net assetsLn 32$11.7M$12.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$453K$453K
Grants to domestic individualsLn 2$6K$6K
Pay of current officers, directors and key staffLn 5$18K$0$18K$0
Payroll taxesLn 10$275$0$275$0
Accounting feesLn 11c$11K$0$11K$0
Investment management feesLn 11f$49K$0$49K$0
Office expensesLn 13$601$0$601$0
Information technologyLn 14$2K$0$2K$0
TravelLn 17$2K$0$2K$0
InsuranceLn 23$1K$0$1K$0
Other expenses (24a–d)Ln 24$3K$0$3K$0
Total functional expensesLn 25$546K$459K$87K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $897K$546K$351K$12.2M 990 PDF
FY2024 Not on file
FY2023 $512K$537K−$25K$9.9M 990 PDF
FY2022 $749K$543K$207K$9.4M 990 PDF
FY2021 $819K$508K$311K$11.7M 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
See the full FY2025 990 (5 parts)
Part I · Summary $896,871 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $488,450$896,871
I-11 Other revenue$0
I-12 Total revenuePrior year $488,450$896,871
I-13 Grants and similar amounts paidPrior year $458,582$458,760
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $15,502$18,660
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $71,704$68,410
I-18 Total expensesPrior year $545,788$545,830
I-19 Revenue less expensesPrior year −$57,338$351,041
Part VIII · Statement of revenue $896,871 across 3 lines filed
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$243,780
VIII-7 Net gain or loss on sales of assetsRelated to mission $653,091 · Unrelated business $0 · Excluded from tax $0$653,091
VIII-12 Total revenueRelated to mission $896,871 · Unrelated business $0 · Excluded from tax $0$896,871
Part IX · Statement of functional expenses $545,830 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $452,760$452,760
IX-2 Grants to domestic individualsPrograms $6,000$6,000
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $18,385 · Fundraising $0$18,385
IX-10 Payroll taxesPrograms $0 · Management $275 · Fundraising $0$275
IX-11c Accounting feesPrograms $0 · Management $10,525 · Fundraising $0$10,525
IX-11f Investment management feesPrograms $0 · Management $49,363 · Fundraising $0$49,363
IX-13 Office expensesPrograms $0 · Management $601 · Fundraising $0$601
IX-14 Information technologyPrograms $0 · Management $1,924 · Fundraising $0$1,924
IX-17 TravelPrograms $0 · Management $2,240 · Fundraising $0$2,240
IX-23 InsurancePrograms $0 · Management $1,122 · Fundraising $0$1,122
IX-24 Other expenses (24a–d)Programs $0 · Management $2,635 · Fundraising $0$2,635
IX-25 Total functional expensesPrograms $458,760 · Management $87,070 · Fundraising $0$545,830
Part X · Balance sheet $12,175,487 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $5,317$13,240
X-2 Savings and temporary cash investmentsStart of year $578,567$581,143
X-4 Accounts receivableStart of year $3,539$2,201
X-11 Publicly traded securitiesStart of year $11,113,043$11,578,903
X-16 Total assetsStart of year $11,700,466$12,175,487
X-17 Accounts payable and accrued expensesStart of year $8,626$7,751
X-26 Total liabilitiesStart of year $8,626$7,751
X-27 Net assets without donor restrictionsStart of year $11,691,840$12,167,736
X-32 Total net assets or fund balancesStart of year $11,691,840$12,167,736
X-33 Total liabilities and net assetsStart of year $11,700,466$12,175,487
Part XI · Reconciliation of net assets $12,167,736 net assets at year end
XI-1 Total revenue$896,871
XI-2 Total expenses$545,830
XI-3 Revenue less expenses$351,041
XI-4 Net assets at start of year$11,691,840
XI-5 Net unrealized gains (losses) on investments$124,855
XI-10 Net assets at end of year$12,167,736

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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