Nonprofit · EIN 30-6310996
OREN CAMPBELL MCCLEARY CHARIT TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $298,299 | $137,770 | $160,529 | $1,958,374 | $0 | $1,958,374 |
| January 31, 2025 | 990-PF | $201,172 | $144,292 | $56,880 | $1,862,887 | $0 | $1,862,887 |
| January 31, 2024 | 990-PF | $58,801 | $138,181 | -$79,380 | $1,803,098 | $0 | $1,803,098 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $52,764
- Net gain from sales of assets
- $245,535
Expenses
- Grants and similar amounts paid
- $89,300
- Compensation of officers, directors and key employees
- $33,660
- Disbursements for charitable purposes
- $108,189
- Excise tax on investment income
- $3,820
Balance sheet and other
- Total assets, start of year
- $1,862,887
- Total assets, end of year
- $1,958,374
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,958,374
- Fair market value of assets
- $2,503,748
- Qualifying distributions
- $108,189
- Net investment income
- $297,469
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $33,660 |
| OREN SELLSTROM 81 HUNTING LN, SHERBORN, MA 01770 | CO-TTEE | 1 | $0 |
| FRANCIS SOPPER 25 RYAN RD, DUMMERSTON, VT 05301 | CO-TTEE | 1 | $0 |
990-PF for the year ended January 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $31,923 |
| OREN SELLSTROM 81 HUNTING LN, SHERBORN, MA 01770 | CO-TTEE | 1 | $0 |
| FRANCIS SOPPER 25 RYAN RD, DUMMERSTON, VT 05301 | CO-TTEE | 1 | $0 |
990-PF for the year ended January 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $28,926 |
| OREN SELLSTROM 81 HUNTING LN, SHERBORN, MA 01770 | CO-TTEE | 1 | $0 |
| FRANCIS SOPPER 25 RYAN RD, DUMMERSTON, VT 05301 | CO-TTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA N A TTEE
- 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6310996
- 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
- 2014
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P11)
- Assets (IRS master file)
- $1,958,374
- Income (IRS master file)
- $680,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $298,299 | $137,770 | $1,958,374 | XML |
| 990-PF | January 2025 | $201,172 | $144,292 | $1,862,887 | IRS |
| 990-PF | January 2024 | $58,801 | $138,181 | $1,803,098 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | 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 30-6310996).
Questions about OREN CAMPBELL MCCLEARY CHARIT TR
- What is the EIN of OREN CAMPBELL MCCLEARY CHARIT TR?
- The employer identification number (EIN) of OREN CAMPBELL MCCLEARY CHARIT TR is 30-6310996.
- Is OREN CAMPBELL MCCLEARY CHARIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to OREN CAMPBELL MCCLEARY CHARIT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OREN CAMPBELL MCCLEARY CHARIT TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OREN CAMPBELL MCCLEARY CHARIT TR due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OREN CAMPBELL MCCLEARY CHARIT TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of OREN CAMPBELL MCCLEARY CHARIT TR?
- The 990-PF for the year ended January 31, 2026 lists 3 people; 1 received compensation from the organization, the highest $33,660 (BANK OF AMERICA, TRUSTEE).
- How much revenue does OREN CAMPBELL MCCLEARY CHARIT TR have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $298,299, expenses of $137,770 and total assets of $1,958,374 at year end.
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