SAN ANTONIO, TX
Tobin Endowment Trust
Quick Facts
- EIN
- 746478848
- Location
- SAN ANTONIO, TX
- Category
- Arts & Culture
- Total Assets
- $148.9M
- Annual Income
- $11.8M
- IRS Ruling Year
- 1999
- Organization Type
- Trust
- Principal Officer
- % J Bruce Bugg Jr
- Tax Deductibility
- Contributions are deductible
About This Foundation
Tobin Endowment Trust is a private trust based in SAN ANTONIO, TX. The foundation received its IRS ruling in 1999. The principal officer is % J Bruce Bugg Jr. It holds total assets of $148.9M. Annual income is reported at $11.8M. The foundation operates in the area of arts & culture. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$4.7M
2023+52%
Total Assets
$154.3M
2023+128%
Fair Market Value
$177.9M
2023
Net Worth
$154.3M
2023
Grants Paid
$3.2M
2023
Contributions
$0
2023
Net Investment Income
$1.2M
2023
Distribution Amount
$3.8M
2023
Total Giving by Year
$3.3M
11$2.2M
12$5.2M
13$2.5M
14$3.2M
15$3.6M
19$3.1M
20$3.3M
21$3.1M
22$4.7M
23Asset Growth
$69.1M
11$69M
12$65.7M
13$66.3M
14$65.5M
15$67.7M
19$66.2M
20$66.9M
21$67.7M
22$154.3M
23Investment Portfolio (2023)
Total: $55.3M
Corporate Stock: $41.6M
Government Obligations: $13.7M
Other Investments: $441K
Cash: $76K
Corporate Stock (75%)
Government Obligations (25%)
Other Investments (1%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$3.2M
Officer Compensation$821K
Accounting Fees$115K
Pension & Benefits$46K
Legal Fees$30K
Travel & Conferences$25K
Depreciation$332
Revenue Sources (2023)
- Dividends
- $1.2M
- Interest
- $457K
- Capital Gains (Net)
- $163K
- Other Income
- $107K
Financial Details (2023)
- Total Revenue
- $2M
- Total Expenses
- $4.7M
- Exempt Purpose Expenses
- $3.9M
- Required Distribution
- $3.8M
- Undistributed Income
- $564K
- Grants Approved (Future)
- $240K
- Total Liabilities
- $1
- Excise Tax
- $17K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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