Skip to main content

Nonprofit · EIN 06-6342740

HOWARD & MILDRED ORR CHARITABLE TR UA

Tax-exempt · DALLAS, TX 75265

Financials

$6K$10K2023$9K$12K2024$11K$13K2025
Revenue Expenses · by fiscal year end
Financials of HOWARD & MILDRED ORR CHARITABLE TR UA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$10,639$12,903-$2,264$151,107$0$151,107
December 31, 2024990-PF$8,791$11,941-$3,150$153,428$0$153,428
December 31, 2023990-PF$6,230$9,740-$3,510$156,585$0$156,585
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$4,621
Net gain from sales of assets
$6,018

Expenses

Grants and similar amounts paid
$8,504
Compensation of officers, directors and key employees
$2,914
Disbursements for charitable purposes
$10,170
Excise tax on investment income
$112

Balance sheet and other

Total assets, start of year
$153,428
Total assets, end of year
$151,107
Total liabilities, end of year
$0
Net assets, end of year
$151,107
Fair market value of assets
$219,184
Qualifying distributions
$10,170
Net investment income
$10,639

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,914
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,754
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,466

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET INV SERV
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6342740
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$151,107
Income (IRS master file)
$30,020

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$10,639$12,903$151,107XML
990-PFDecember 2024$8,791$11,941$153,428XML
990-PFDecember 2023$6,230$9,740$156,585XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6342740).

Questions about HOWARD & MILDRED ORR CHARITABLE TR UA

What is the EIN of HOWARD & MILDRED ORR CHARITABLE TR UA?
The employer identification number (EIN) of HOWARD & MILDRED ORR CHARITABLE TR UA is 06-6342740.
Is HOWARD & MILDRED ORR CHARITABLE TR UA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to HOWARD & MILDRED ORR CHARITABLE TR UA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOWARD & MILDRED ORR CHARITABLE TR UA file?
Form 990-PF. Private foundations file every year.
When is the next return of HOWARD & MILDRED ORR CHARITABLE TR UA due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOWARD & MILDRED ORR CHARITABLE TR UA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HOWARD & MILDRED ORR CHARITABLE TR UA?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,914 (BANK OF AMERICA, TRUSTEE).
How much revenue does HOWARD & MILDRED ORR CHARITABLE TR UA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,639, expenses of $12,903 and total assets of $151,107 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations