Nonprofit · EIN 13-7163001
UW HAROLD S GENEEN CHARITABLE TR
Also known as GENEEN JUNE H ET AL TTEE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,674,371 | $2,668,923 | $5,448 | $33,505,937 | $0 | $33,505,937 |
| December 31, 2024 | 990-PF | $1,383,070 | $2,518,603 | -$1,135,533 | $33,510,820 | $0 | $33,510,820 |
| December 31, 2023 | 990-PF | $2,103,174 | $2,509,849 | -$406,675 | $34,634,688 | $0 | $34,634,688 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,388,701
- Net gain from sales of assets
- $1,277,170
- Other income
- $8,500
Expenses
- Grants and similar amounts paid
- $2,288,438
- Compensation of officers, directors and key employees
- $312,228
- Disbursements for charitable purposes
- $2,415,329
- Excise tax on investment income
- $33,877
Balance sheet and other
- Total assets, start of year
- $33,510,820
- Total assets, end of year
- $33,505,937
- Total liabilities, end of year
- $0
- Net assets, end of year
- $33,505,937
- Fair market value of assets
- $56,209,828
- Qualifying distributions
- $2,415,329
- Net investment income
- $2,663,545
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $229,228 |
| ALLEN KEESEE 1124 TREESIDE LN, HERNDON, VA 201703809 | TRUSTEE | 81 | $41,500 |
| THOMAS SILBIGER C/O CAMERON HORNBOSTEL LLP, NEW YORK, NY 100171822 | TRUSTEE | 81 | $41,500 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $217,335 |
| ALLEN KEESEE 1124 TREESIDE LN, HERNDON, VA 201703809 | TRUSTEE | 81 | $41,420 |
| THOMAS SILBIGER C/O CAMERON HORNBOSTEL LLP, NEW YORK, NY 100171822 | TRUSTEE | 81 | $41,420 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $197,792 |
| ALLEN KEESEE 1124 TREESIDE LN, HERNDON, VA 201703809 | TRUSTEE | 81 | $37,287 |
| THOMAS SILBIGER C/O CAMERON HORNBOSTEL LLP, NEW YORK, NY 100171822 | TRUSTEE | 81 | $37,287 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % US TR CO NA TAX COMPLIANCE 7TH FL
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7163001
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $33,505,937
- Income (IRS master file)
- $5,212,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,674,371 | $2,668,923 | $33,505,937 | XML |
| 990-PF | December 2024 | $1,383,070 | $2,518,603 | $33,510,820 | XML |
| 990-PF | December 2023 | $2,103,174 | $2,509,849 | $34,634,688 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 13-7163001).
Questions about UW HAROLD S GENEEN CHARITABLE TR
- What is the EIN of UW HAROLD S GENEEN CHARITABLE TR?
- The employer identification number (EIN) of UW HAROLD S GENEEN CHARITABLE TR is 13-7163001.
- Is UW HAROLD S GENEEN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to UW HAROLD S GENEEN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UW HAROLD S GENEEN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UW HAROLD S GENEEN CHARITABLE TR 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 UW HAROLD S GENEEN CHARITABLE TR 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 UW HAROLD S GENEEN CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $229,228 (BANK OF AMERICA, TRUSTEE).
- How much revenue does UW HAROLD S GENEEN CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,674,371, expenses of $2,668,923 and total assets of $33,505,937 at year end.
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