Skip to main content

Nonprofit · EIN 59-7250952

JAMES & CATHERINE BUCK CHAR TR TUA

Also known as 75-01-100-0781781

Tax-exempt · DALLAS, TX 75265

Financials

$750K$1.1M2023$1.6M$1.2M2024$1.4M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of JAMES & CATHERINE BUCK CHAR TR TUA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$1,379,952$1,277,933$102,019$16,059,262$0$16,059,262
June 30, 2025990-PF$1,637,566$1,179,953$457,613$15,934,905$0$15,934,905
June 30, 2024990-PF$750,144$1,064,647-$314,503$15,422,387$0$15,422,387
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$726,219
Net gain from sales of assets
$653,733

Expenses

Grants and similar amounts paid
$1,074,378
Compensation of officers, directors and key employees
$173,127
Disbursements for charitable purposes
$1,144,329
Excise tax on investment income
$17,602

Balance sheet and other

Total assets, start of year
$15,934,905
Total assets, end of year
$16,059,262
Total liabilities, end of year
$0
Net assets, end of year
$16,059,262
Fair market value of assets
$29,659,391
Qualifying distributions
$1,144,329
Net investment income
$1,381,448

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$173,127
990-PF for the year ended June 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$150,969
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$137,397

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
59-7250952
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
June
Files
Form 990-PF
Category (NTEE)
Education (B122)
Assets (IRS master file)
$16,059,262
Income (IRS master file)
$1,379,952

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$1,379,952$1,277,933$16,059,262XML
990-PFJune 2025$1,637,566$1,179,953$15,934,905XML
990-PFJune 2024$750,144$1,064,647$15,422,387XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––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 59-7250952).

Questions about JAMES & CATHERINE BUCK CHAR TR TUA

What is the EIN of JAMES & CATHERINE BUCK CHAR TR TUA?
The employer identification number (EIN) of JAMES & CATHERINE BUCK CHAR TR TUA is 59-7250952.
Is JAMES & CATHERINE BUCK CHAR TR TUA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to JAMES & CATHERINE BUCK CHAR TR TUA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES & CATHERINE BUCK CHAR TR TUA file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES & CATHERINE BUCK CHAR TR TUA due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES & CATHERINE BUCK CHAR TR TUA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of JAMES & CATHERINE BUCK CHAR TR TUA?
The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $173,127 (BANK OF AMERICA, TRUSTEE).
How much revenue does JAMES & CATHERINE BUCK CHAR TR TUA have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $1,379,952, expenses of $1,277,933 and total assets of $16,059,262 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas · Education