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 |
Ready to take the next step with North Texas Estate and Financial?
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
Explore Open Grants
Browse active grant opportunities in North Texas Estate and Financial's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
Rotary International SW Wichita Falls
Wichita Falls, TX
A charitable organization in wichita falls, Texas comprised of business, professional and community leaders providing service to and funding for the general public needs.
Assets
$40K
Grants
1
Total Given
$12K
Merritt Community Capital Corporation
Oakland, CA
Merritt Community Capital funds affordable housing education and professional development, scholarships, and related housing initiatives, primarily in California. Its 2024 grants ranged from $6,500 to $250,000, with a median of $20,000; the profile does not state whether it accepts unsolicited requests.
Assets
$39.4M
Grants
26
Total Given
$885K
Mutual of America Foundation
New York, NY
Assets
$136K
Grants
539
Total Given
$839K
Howmet Aerospace Foundation
Pittsburgh, PA
The Howmet Aerospace Foundation funds STEM and technical education, advanced-manufacturing workforce development, access for underrepresented groups, and community projects, especially those with measurable, lasting results. Its 2024 grants ranged from $1,000 to $1.6 million, with a median of $20,000, and support communities where Howmet Aerospace operates, including locations in the U.S. and internationally. It does not accept unsolicited requests; grants are by invitation only.
Assets
$141.5M
Grants
209
Total Given
$8.4M
James D & Kay Y Moran Foundation
Dallas, TX
The James D & Kay Y Moran Foundation funds education, health care, child and family services, and community programs, with most 2025 grant dollars going to Texas, followed by California and Nebraska. Grants typically range from $1,000 to $39,154, with a median of $2,500. Application materials are available upon request; the filing does not say whether unsolicited requests are accepted.
Assets
$3.3M
Grants
53
Total Given
$240K
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from North Texas Estate and Financial'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.
North Texas Estate and Financial down — hundreds of funders to go?