Nonprofit · EIN 59-7247490
WILLIAM & BETTY MULLISS TUA FDN TR
Also known as 1003000 0732412
Tax-exempt · NEW YORK, NY 10005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $1,856,791 | $1,845,040 | $11,751 | $26,990,333 | $0 | $26,990,333 |
| October 31, 2024 | 990-PF | $311,101 | $1,822,958 | -$1,511,857 | $26,903,209 | $0 | $26,903,209 |
| October 31, 2023 | 990-PF | $708,729 | $1,845,747 | -$1,137,018 | $29,725,762 | $0 | $29,725,762 |
| October 31, 2021 | 990-PF | $19,138,789 | $966,409 | $18,172,380 | $24,348,568 | $0 | $24,348,568 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $581,958
- Net gain from sales of assets
- $1,225,731
- Other income
- $49,102
Expenses
- Grants and similar amounts paid
- $1,500,000
- Compensation of officers, directors and key employees
- $127,694
- Disbursements for charitable purposes
- $1,628,194
- Excise tax on investment income
- $22,188
Balance sheet and other
- Total assets, start of year
- $26,903,209
- Total assets, end of year
- $26,990,333
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,990,333
- Fair market value of assets
- $33,252,079
- Qualifying distributions
- $1,628,194
- Net investment income
- $1,807,689
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN TR CO NA 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | TRUSTEE | 10 | $127,694 |
| DOUGLAS EY JR 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
| LESLIE MCIVER 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
| TALIA MOODY 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
| STEPHANIE GLASER 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
| KATHLEEN O'BANNON 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended October 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN TR CO NA 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | TRUSTEE | 10 | $125,016 |
| DOUGLAS EY JR 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
| LESLIE MCIVER 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
| TALIA MOODY 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
| STEPHANIE GLASER 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
| KATHLEEN O'BANNON 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended October 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN TR CO NA 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | TRUSTEE | 10 | $125,251 |
| BETTY G MULLIS 5100 SHARRON RE 1503, CHARLOTTE, NC 282104773 | BOARD MEMBER | 10 | $0 |
| LORA W CONNOR 101 S TYRON ST, CHARLOTTE, NC 28255 | BOARD MEMBER | 10 | $0 |
| WILLIAM A WHITE JR 1515 SCOTLAND AVE, CHARLOTTE, NC 28207 | BOARD MEMBER | 10 | $0 |
| G DON DAVIDSON 5100 SHARON RD 132, CHARLOTTE, NC 28210 | BOARD MEMBER | 10 | $0 |
| HERBERT H BROWNE JR 201 NORTH TYRON ST, CHARLOTTE, NC 28202 | BOARD MEMBER | 10 | $0 |
990-PF for the year ended October 31, 2021: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN TR CO NA 140 BROADWAY 5TH FL, NEW YORK, NY 10005 | TRUSTEE | 10 | $149,034 |
| BETTY G MULLIS 5100 SHARRON RE 1503, CHARLOTTE, NC 282104773 | BOARD MEMBER | 10 | $0 |
| LORA W CONNOR 101 S TYRON ST, CHARLOTTE, NC 28255 | BOARD MEMBER | 10 | $0 |
| WILLIAM A WHITE JR 1515 SCOTLAND AVE, CHARLOTTE, NC 28207 | BOARD MEMBER | 10 | $0 |
| G DON DAVIDSON 5100 SHARON RD 132, CHARLOTTE, NC 28210 | BOARD MEMBER | 10 | $0 |
| HERBERT H BROWNE JR 201 NORTH TYRON ST, CHARLOTTE, NC 28202 | BOARD MEMBER | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 140 BROADWAY 7TH FLOOR, NEW YORK, NY 10005-1101
- In care of
- % BANK OF AMERICA NA
- Signed the 990-PF
- MARK TACCETTA, VICE PRESIDENT
- Phone
- (704) 338-2469
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 59-7247490
- 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
- 2006
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $26,990,333
- Income (IRS master file)
- $6,058,923
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $1,856,791 | $1,845,040 | $26,990,333 | XML |
| 990-PF | October 2024 | $311,101 | $1,822,958 | $26,903,209 | XML |
| 990-PF | October 2023 | $708,729 | $1,845,747 | $29,725,762 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $19,138,789 | $966,409 | $24,348,568 | XML |
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 59-7247490).
Questions about WILLIAM & BETTY MULLISS TUA FDN TR
- What is the EIN of WILLIAM & BETTY MULLISS TUA FDN TR?
- The employer identification number (EIN) of WILLIAM & BETTY MULLISS TUA FDN TR is 59-7247490.
- Is WILLIAM & BETTY MULLISS TUA FDN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WILLIAM & BETTY MULLISS TUA FDN TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM & BETTY MULLISS TUA FDN TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM & BETTY MULLISS TUA FDN TR due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM & BETTY MULLISS TUA FDN TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of WILLIAM & BETTY MULLISS TUA FDN TR?
- The 990-PF for the year ended October 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $127,694 (BROWN BROTHERS HARRIMAN TR CO NA, TRUSTEE).
- How much revenue does WILLIAM & BETTY MULLISS TUA FDN TR have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $1,856,791, expenses of $1,845,040 and total assets of $26,990,333 at year end.
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