H E and Ruby Pelz Tr 2
H E and Ruby Pelz Tr 2 is a private foundation, based in MARSHALL, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $873K in total assets. In 2025, it awarded 22 grants totaling $79K. Net investment income was $54K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$873K
-4.2% YoY
Annual Giving
$79K
+1.3% YoY
Grant Count
22
+4.8% YoY
Avg Grant Size
$4K
-3.3% YoY
Under IRS private-foundation payout rules, H E and Ruby Pelz Tr 2 reported a distributable amount of $97K for 2025 — the minimum it must pay out in qualifying distributions.
About H E and Ruby Pelz Tr 2
Based on IRS filings
H E and Ruby Pelz Tr 2 is a private foundation, based in MARSHALL, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $873K in total assets. In 2025, it awarded 22 grants totaling $79K. Net investment income was $54K.
Ready to take the next step with H E and Ruby Pelz Tr 2?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $872,655 | $911,149 | $857,872 |
| Revenue | $75,294 | $164,036 | $103,468 |
| Expenses | $111,793 | $109,572 | $108,014 |
| Qualifying Distributions | $90,938 | $89,081 | $88,195 |
| Net Investment Income | $54,439 | $143,545 | $85,401 |
| Distributable Amount | $96,682 | $86,177 | $82,372 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
107 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Michelson Museum of Art ($5,000), Society of St Stephens ($5,000), Trinity Episcopal School ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MICHELSON MUSEUM OF ART MARSHALL, TX | OPERATIONS | $5,000 |
| SOCIETY OF ST STEPHENS MARSHALL, TX | OPERATIONS | $5,000 |
| TRINITY EPISCOPAL SCHOOL MARSHALL, TX | OPERATIONS | $5,000 |
| TEXAS STATE TECH COLLEGE FOUNDATION Marshall, TX | OPERATIONS | $5,000 |
| EMPTY STOCKING FUND MARSHALL, TX | OPERATIONS | $5,000 |
| MARSHALL HARRISON CO LITERACY MARSHALL, TX | OPERATIONS | $5,000 |
| MISSION MARSHALL MARSHALL, TX | OPERATIONS | $5,000 |
| TRINITY EPISCOPAL CHURCH MARSHALL, TX | OPERATIONS | $5,000 |
| MARSHALL EDUCATION FOUNDATION MARSHALL, TX | OPERATIONS | $5,000 |
| MARSHALL DEPOT INC Marshall, TX | OPERATIONS | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD B ABNEY | VICE PRES CO TRUSTEE | 1 | — |
| SCOTT RECTENWALD | PRESIDENT CO TRUSTEE | 1 | — |
| CARY M ABNEY | SECRETARY CO TRUSTEE | 4 | $14,184 |
Frequently Asked Questions
How large is H E and Ruby Pelz Tr 2?
As of 2025, H E and Ruby Pelz Tr 2 holds $873K in total assets with $75K in annual revenue. It awarded 22 grants totaling $79K in 2025.
Where does H E and Ruby Pelz Tr 2 operate?
H E and Ruby Pelz Tr 2 has awarded grants in Texas.
What size grants does H E and Ruby Pelz Tr 2 award?
In 2025, H E and Ruby Pelz Tr 2 awarded 22 grants totaling $79K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is H E and Ruby Pelz Tr 2 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, H E and Ruby Pelz Tr 2 reported a distributable amount of $97K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is H E and Ruby Pelz Tr 2's EIN?
H E and Ruby Pelz Tr 2's EIN (Employer Identification Number) is 74-6392477. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in H E and Ruby Pelz Tr 2's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Crystelle Waggoner Charitable Trust
DALLAS, TX
Assets
$13.5M
Grants
41
Total Given
$3.9M
Nelson & Debbie Fox Charitable Fdtn
LUBBOCK, TX
Assets
$329K
Grants
9
Total Given
$90K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with H E and Ruby Pelz Tr 2 on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching H E and Ruby Pelz Tr 2 to a real strategy.