North Texas Estate and Financial
North Texas Estate and Financial is a private foundation, based in Wichita Falls, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7K in total assets.
North Texas Estate and Financial at a glance
- Total assets
- $7,258
- +0.0% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who North Texas Estate and Financial funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How North Texas Estate and Financial gives
- Giving held roughly steady from 2021 to 2024 (−17%). Method
- In 2024 it paid out 132% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $500 (2022) to $600 (2021). In 2024 it made 1 grant totaling $500.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $7,258 | — | — | — | — | — | — | $357 |
| 2024 | $7,258 | — | $500 | $500 | 1 | $500 | — | $379 |
| 2023 | $7,758 | — | $500 | $500 | 1 | $500 | — | $406 |
| 2022 | $8,258 | — | $500 | $500 | 1 | $500 | — | $430 |
| 2021 | $8,758 | — | $600 | $600 | 1 | — | — | $460 |
| 2020 | $9,358 | $9 | $775 | $600 | 1 | — | $9 | $492 |
Under IRS private-foundation payout rules, North Texas Estate and Financial reported a distributable amount of $357 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
North Texas Estate and Financial's 2025 filing lists 8 officers; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Welch
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Donnie Shierry
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Jerry McGee
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Kelly Smith
Director
On filings since 2020
0.1 hrs/week
No compensation reported
R. Todd Davenport
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Barry Plaxco
Treasurer
On filings since 2020
0.1 hrs/week
No compensation reported
Mike B. Muirhead
Vice President
On filings since 2020
0.1 hrs/week
No compensation reported
Renee Browning
Secretary
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about North Texas Estate and Financial
How large is North Texas Estate and Financial?
North Texas Estate and Financial reported $7K in total assets on its 2025 IRS Form 990-PF.
Where does North Texas Estate and Financial operate?
North Texas Estate and Financial has awarded grants in Texas.
How much is North Texas Estate and Financial required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, North Texas Estate and Financial reported a distributable amount of $357 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is North Texas Estate and Financial's EIN?
North Texas Estate and Financial's EIN (Employer Identification Number) is 75-2491461. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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