Nonprofit · EIN 41-6345997
WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $37,468 | $51,196 | -$13,728 | $478,895 | $0 | $478,895 |
| November 30, 2024 | 990-PF | $42,275 | $43,498 | -$1,223 | $492,623 | $0 | $492,623 |
| November 30, 2023 | 990-PF | $37,267 | $45,659 | -$8,392 | $493,846 | $0 | $493,846 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $19,150
- Net gain from sales of assets
- $18,318
Expenses
- Grants and similar amounts paid
- $35,000
- Compensation of officers, directors and key employees
- $11,312
- Disbursements for charitable purposes
- $42,320
- Excise tax on investment income
- $405
Balance sheet and other
- Total assets, start of year
- $492,623
- Total assets, end of year
- $478,895
- Total liabilities, end of year
- $0
- Net assets, end of year
- $478,895
- Fair market value of assets
- $944,629
- Qualifying distributions
- $42,320
- Net investment income
- $37,468
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $11,312 |
| ROBERT W O'CONNOR 36 S RUSSELL ST 14, BOSTON, MA 02114 | CO-TRUSTEE | 2 | $0 |
| MONICA HALAS 36 S RUSSELL ST 14, BOSTON, MA 02114 | CO-TRUSTEE | 1 | $0 |
| EMMA G hALAS-OCONNOR 31 GREENLEAF ST APT 2, PORTLAND, ME 041012531 | CO-TRUSTEE | 1 | $0 |
| GENEVE ALLISON 112 WASHINGTON ST, MELROSE, MA 021765177 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $10,795 |
| ROBERT W O'CONNOR 36 S RUSSELL ST 14, BOSTON, MA 02114 | CO-TRUSTEE | 2 | $0 |
| MONICA HALAS 36 S RUSSELL ST 14, BOSTON, MA 02114 | CO-TRUSTEE | 1 | $0 |
| EMMA G hALAS-OCONNOR 31 GREENLEAF ST APT 2, PORTLAND, ME 041012531 | CO-TRUSTEE | 1 | $0 |
| GENEVE ALLISON 112 WASHINGTON ST, MELROSE, MA 021765177 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $9,159 |
| ROBERT W O'CONNOR 36 S RUSSELL ST 14, BOSTON, MA 02114 | CO-TRUSTEE | 2 | $0 |
| MONICA HALAS 36 S RUSSELL ST 14, BOSTON, MA 02114 | CO-TRUSTEE | 1 | $0 |
| EMMA G hALAS-OCONNOR 31 GREENLEAF ST APT 2, PORTLAND, ME 041012531 | CO-TRUSTEE | 1 | $0 |
| GENEVE ALLISON 112 WASHINGTON ST, MELROSE, MA 021765177 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % NORWEST BANK MINNESOTA NORTH TTEE
- Signed the 990-PF
- ROBERT W OCONNOR, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-6345997
- 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
- 1993
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $478,895
- Income (IRS master file)
- $52,683
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $37,468 | $51,196 | $478,895 | XML |
| 990-PF | November 2024 | $42,275 | $43,498 | $492,623 | XML |
| 990-PF | November 2023 | $37,267 | $45,659 | $493,846 | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 41-6345997).
Questions about WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION
- What is the EIN of WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION is 41-6345997.
- Is WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $11,312 (BANK OF AMERICA, AGENT FOR FIDUCIARY).
- How much revenue does WILLIS & EMMA OCONNOR CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $37,468, expenses of $51,196 and total assets of $478,895 at year end.
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