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Nonprofit · EIN 43-1764088

JOHN T OPIE CHARITABLE TRUST NO 1

Also known as ROSS DAVID P ADMIN

Tax-exempt · DALLAS, TX 75265

Financials

$209K$267K2023$911K$363K2024$241K$385K2025
Revenue Expenses · by fiscal year end
Financials of JOHN T OPIE CHARITABLE TRUST NO 1 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$241,177$385,307-$144,130$6,010,829$0$6,010,829
December 31, 2024990-PF$910,536$363,251$547,285$6,157,506$0$6,157,506
December 31, 2023990-PF$208,693$267,366-$58,673$5,610,167$0$5,610,167
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$164,342
Net gain from sales of assets
$76,835

Expenses

Grants and similar amounts paid
$346,798
Compensation of officers, directors and key employees
$21,266
Disbursements for charitable purposes
$355,644
Excise tax on investment income
$3,108

Balance sheet and other

Total assets, start of year
$6,157,506
Total assets, end of year
$6,010,829
Total liabilities, end of year
$0
Net assets, end of year
$6,010,829
Fair market value of assets
$7,951,176
Qualifying distributions
$355,644
Net investment income
$241,177

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$21,266
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$20,050
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$17,739

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA NA
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
43-1764088
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,010,829
Income (IRS master file)
$1,126,018

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$241,177$385,307$6,010,829XML
990-PFDecember 2024$910,536$363,251$6,157,506XML
990-PFDecember 2023$208,693$267,366$5,610,167XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 43-1764088).

Questions about JOHN T OPIE CHARITABLE TRUST NO 1

What is the EIN of JOHN T OPIE CHARITABLE TRUST NO 1?
The employer identification number (EIN) of JOHN T OPIE CHARITABLE TRUST NO 1 is 43-1764088.
Is JOHN T OPIE CHARITABLE TRUST NO 1 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to JOHN T OPIE CHARITABLE TRUST NO 1 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN T OPIE CHARITABLE TRUST NO 1 file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN T OPIE CHARITABLE TRUST NO 1 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 JOHN T OPIE CHARITABLE TRUST NO 1 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 JOHN T OPIE CHARITABLE TRUST NO 1?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,266 (BANK OF AMERICA, TRUSTEE).
How much revenue does JOHN T OPIE CHARITABLE TRUST NO 1 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $241,177, expenses of $385,307 and total assets of $6,010,829 at year end.

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