H E and Ruby Pelz Tr 2
H E and Ruby Pelz Tr 2 is a private foundation based in Marshall, Texas. Its 2026 filing reports 22 grants totaling $78,000, all to recipients in Texas. The filing lists grants for educational, religious, cultural, community-service, and other organizations.
H E and Ruby Pelz Tr 2 at a glance
In short: H E and Ruby Pelz Tr 2 gave $78K across 22 grants in 2026 (avg $4K), mostly in Texas. 5% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $78,000
- -0.6% vs 2025
- Grants made (2026)
- 22
- +0.0% vs 2025
- Average grant
- $3,545
- -0.6% vs 2025
- Median grant
- $4,250
- Total assets
- $863,865
- -1.0% vs 2025
- New grantees (estimate)
- 5% first-time grantees (1 of 22, 2026; small sample)
- Primary geography
- Texas (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to H E and Ruby Pelz Tr 2
- How to Apply
-
The foundation does not restrict giving to preselected organizations and accepts requests by letter. The filing lists awards as restricted to educational, scientific, or religious purposes, or to relieving suffering.
- Contact
Application contact: Cary M Abney
Mailing address: PO Box 1496, Marshall, TX 75671
Phone: (903) 926-6371
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who H E and Ruby Pelz Tr 2 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Michelson Museum of Art ($5K). Together the top 10 received $50K.
Grant Size Distribution
109 grants across all recorded years
The most common grant size was under $50K: 109 grants of 109 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2026 went to recipients in Texas. Listed grantees include organizations in Marshall and Bastrop.
Grant Distribution by State
Share of 2026 grant dollars across all 22 itemized grants.
States
Cities
Is H E and Ruby Pelz Tr 2 open to new grantees?
5%
first-time grantees, 2026
In 2026, 1 of 22 grantees (5%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $500; repeat grants $4K. How we count
Medians: $500 first-time, $5K repeat.
- 95% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+2%). Method
- In 2026 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $71K (2021) to $79K (2025). In 2026 it made 22 grants totaling $78K.
Grants by year
Grant recipients and amounts by year
| 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 |
| Boys and Girls Club Marshall, TX | Operations | $5,000 |
Ready to take the next step with H E and Ruby Pelz Tr 2?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $863,865 | $103,979 | $112,012 | $78,000 | 22 | $90,206 | $82,173 | $104,079 |
| 2025 | $872,655 | $75,294 | $111,793 | $78,500 | 22 | $90,938 | $54,439 | $96,682 |
| 2024 | $911,149 | $164,036 | $109,572 | $77,500 | 21 | $89,081 | $143,545 | $86,177 |
| 2023 | $857,872 | $103,468 | $108,014 | $76,500 | 23 | $88,195 | $85,401 | $82,372 |
| 2022 | $863,887 | $125,678 | $105,099 | $74,000 | 21 | $85,081 | $105,660 | $88,435 |
| 2021 | $845,124 | $63,287 | $101,414 | $71,000 | 20 | — | $43,954 | $80,702 |
Under IRS private-foundation payout rules, H E and Ruby Pelz Tr 2 reported a distributable amount of $104K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s 2025 filing describes charitable activities by three organizations it supports. The Michelson Museum of Art conserves and exhibits paintings, offers art lessons, and promotes creativity among children. The Society of St. Stephen provides various needs to indigent families in Harrison County. Trinity Episcopal Church is described as a religious organization serving families.
Among its 2026 grantees, Mission Marshall says it works with area charitable organizations to address people’s physical, emotional, spiritual, and social needs. The Michelson Museum of Art says it brings art and people together for enjoyment, discovery, and learning. Other supported organizations include Court Appointed Special Advocates, which says it recruits and trains volunteers to advocate for children removed from homes because of abuse or neglect, and Marshall Depot, which says it works to restore, operate, and maintain Marshall’s historic Texas and Pacific Depot.
Grantmaking
In filing year 2026, the foundation gave $78,000 through 22 grants. Grants ranged from $500 to $5,000, with a median of $4,250. The largest grants included $5,000 each to the Michelson Museum of Art, Society of St. Stephen, Trinity Episcopal School, Texas State Tech College Foundation, Empty Stocking Fund, Marshall Harrison County Literacy, Mission Marshall, Trinity Episcopal Church, Marshall Education Foundation, Boys and Girls Club, and ETBU Nursing School. Harrison County Historical Museum received $3,500. Court Appointed Special Advocates received $2,500, and Marshall Depot received $1,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Richard B. Abney as vice president and co-trustee, Scott Rectenwald as president and co-trustee, and Cary M. Abney as secretary and co-trustee.
H E and Ruby Pelz Tr 2 is led by Scott Rectenwald, President Co Trustee on every filing since 2021; 1 of 3 officers listed in 2026 is compensated.
Officers on the 2026 filing
Scott Rectenwald
President Co Trustee
On filings since 2021
1 hr/week
No compensation reported
Cary M. Abney
Secretary Co Trustee
On filings since 2021
4 hrs/week
$12K (2021) → $15K (2026)
Richard B. Abney
Vice President Co Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $15K, to Cary M Abney (Secretary Co Trustee).
Frequently asked questions about H E and Ruby Pelz Tr 2
How much does H E and Ruby Pelz Tr 2 give each year?
H E and Ruby Pelz Tr 2 gave $78K across 22 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $79K across 22 grants.
What is H E and Ruby Pelz Tr 2's typical grant size?
H E and Ruby Pelz Tr 2's median grant in 2026 was $4,250, and its average grant was $3,545, across 22 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from H E and Ruby Pelz Tr 2 that year got $500 on average.
Where does H E and Ruby Pelz Tr 2 give grants?
H E and Ruby Pelz Tr 2 gives mostly in Texas: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Marshall, TX (20 grants).
Does H E and Ruby Pelz Tr 2 give general operating support?
Not in 2026: none of the 22 grants with a stated purpose on H E and Ruby Pelz Tr 2's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Operations" (19 grants) and "Assistance" (3 grants).
Who are H E and Ruby Pelz Tr 2's largest grantees?
H E and Ruby Pelz Tr 2's largest 2026 grantees include Michelson Museum of Art ($5,000), Society of St Stephens ($5,000) and Trinity Episcopal School ($5,000), according to its 2026 IRS Form 990-PF. Together they received 19% of its itemized 2026 grant dollars.
How large is H E and Ruby Pelz Tr 2?
H E and Ruby Pelz Tr 2 reported $864K in total assets on its 2026 IRS Form 990-PF. It paid out $90K in qualifying distributions that year, against a required minimum of $104K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does H E and Ruby Pelz Tr 2 fund?
The foundation’s 2025 filing describes charitable activities by three organizations it supports. The Michelson Museum of Art conserves and exhibits paintings, offers art lessons, and promotes creativity among children. The Society of St. See mission & focus areas ↑
How do I apply for a grant from H E and Ruby Pelz Tr 2?
The foundation does not restrict giving to preselected organizations and accepts requests by letter. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 15, 2026)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). H E and Ruby Pelz Tr 2 funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/h-e-and-ruby-pelz-tr-2-morg_55ee1101b94e489eb032b245b6cac147
BibTeX
@misc{grantable_746392477_2026,
author = {{Grantable}},
title = {{H E and Ruby Pelz Tr 2 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/h-e-and-ruby-pelz-tr-2-morg_55ee1101b94e489eb032b245b6cac147},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from H E and Ruby Pelz Tr 2's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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