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Joseph And Terri Gugenheim Charitable Foundation

  • Houston, TX
  • Tax-exempt since July 2014
  • EIN: 46-5290034

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Unknown / Unclassified (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$577k (2024)

Expenses
$433k (2024)

Total Assets
$6.57M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$576,677
Expenses
$433,020
Net Income
$143,657
Net Assets
$6,570,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $276,907
48.0%
Sales of Assets $295,473
51.2%
Other Income $4,297
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $417,725
96.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,570,230
Total Liabilities $0
Net Assets $6,570,230
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$318,662
Expenses
$243,675
Net Income
$74,987
Net Assets
$6,434,940
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $261,394
82.0%
Sales of Assets $56,444
17.7%
Other Income $824
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $231,870
95.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,434,940
Total Liabilities $0
Net Assets $6,434,940
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on May 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$276,122
Expenses
$487,339
Net Income
-$211,217
Net Assets
$6,374,083
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $229,516
83.1%
Sales of Assets $49,583
18.0%
Other Income -$2,977
Notable Expenses Percent of Total Expenses
Charitable Disbursements $468,742
96.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,374,083
Total Liabilities $0
Net Assets $6,374,083
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on July 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$506,658
Expenses
$537,611
Net Income
-$30,953
Net Assets
$6,557,775
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $281,642
55.6%
Sales of Assets $227,075
44.8%
Other Income -$2,059
Notable Expenses Percent of Total Expenses
Charitable Disbursements $523,165
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,557,775
Total Liabilities $0
Net Assets $6,557,775
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on Aug. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$321,323
Expenses
$498,053
Net Income
-$176,730
Net Assets
$6,582,494
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $195,889
61.0%
Sales of Assets $118,451
36.9%
Other Income $6,983
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $484,114
97.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,582,495
Total Liabilities $1
Net Assets $6,582,494
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on May 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$340,940
Expenses
$482,699
Net Income
-$141,759
Net Assets
$6,776,227
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $256,566
75.3%
Sales of Assets $64,763
19.0%
Other Income $19,611
5.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $466,050
96.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,776,228
Total Liabilities $1
Net Assets $6,776,227
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on May 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$264,293
Expenses
$229,417
Net Income
$34,876
Net Assets
$6,934,884
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000
1.9%
Interest Revenue $0
Dividends $237,085
89.7%
Sales of Assets $3,972
1.5%
Other Income $18,236
6.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $213,000
92.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,934,884
Total Liabilities $0
Net Assets $6,934,884
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$381,294
Expenses
$467,787
Net Income
-$86,493
Net Assets
$6,921,569
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
13.1%
Interest Revenue $0
Dividends $207,759
54.5%
Sales of Assets $101,539
26.6%
Other Income $21,996
5.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $457,000
97.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,921,569
Total Liabilities $0
Net Assets $6,921,569
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$561,365
Expenses
$446,939
Net Income
$114,426
Net Assets
$7,015,517
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $95,000
16.9%
Interest Revenue $0
Dividends $223,510
39.8%
Sales of Assets $236,752
42.2%
Other Income $6,103
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $438,001
98.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,015,517
Total Liabilities $0
Net Assets $7,015,517
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$599,010
Expenses
$423,904
Net Income
$175,106
Net Assets
$6,903,082
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $350,000
58.4%
Interest Revenue $0
Dividends $192,635
32.2%
Sales of Assets $59,129
9.9%
Other Income -$2,754
Notable Expenses Percent of Total Expenses
Charitable Disbursements $397,291
93.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,903,082
Total Liabilities $0
Net Assets $6,903,082
Compensation
Key Employees and Officers Compensation Other
Joseph J Gugenheim (Director And President) $0 $0
Terri B Gugenheim (Director And Secretary) $0 $0
Robert C Daly (Director And Treasurer) $0 $0
Estela P Contreras (Director) $0 $0
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Document Links

990-PF
Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,820,698
Expenses
$125,639
Net Income
$8,695,059
Net Assets
$6,732,435
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,437,457
84.3%
Interest Revenue $0
Dividends $111,382
1.3%
Sales of Assets $1,272,901
14.4%
Other Income -$1,042
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,913
84.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,739,435
Total Liabilities $7,000
Net Assets $6,732,435

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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