Nonprofit · EIN 75-2720794
WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST
Tax-exempt · DALLAS, TX 75225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $69,439 | $62,963 | $6,476 | $886,463 | $0 | $886,463 |
| December 31, 2023 | 990-PF | -$28,687 | $68,295 | -$96,982 | $881,347 | $0 | $881,347 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $37,382
- Net gain from sales of assets
- $32,057
Expenses
- Grants and similar amounts paid
- $44,000
- Compensation of officers, directors and key employees
- $9,010
- Disbursements for charitable purposes
- $45,802
- Excise tax on investment income
- $727
Balance sheet and other
- Total assets, start of year
- $881,347
- Total assets, end of year
- $886,463
- Total liabilities, end of year
- $0
- Net assets, end of year
- $886,463
- Fair market value of assets
- $915,032
- Qualifying distributions
- $45,802
- Net investment income
- $69,439
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMMONS BANK 5950 BERKSHIRE LN SUITE 400, DALLAS, TX 75225 | TRUSTEE | 4 | $9,010 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMMONS BANK 5950 BERKSHIRE LN SUITE 400, DALLAS, TX 75225 | TRUSTEE | 4 | $8,529 |
Address and contacts
- Address (IRS master file)
- 5950 BERKSHIRE LN STE 400, DALLAS, TX 75225-5832
- In care of
- % SOUTHWEST BANK TTEE
- Signed the 990-PF
- VIRGINIA CEBALLOS-GARCIA, TRUST OFFICER
- Phone
- (214) 919-1654
- Return prepared by
- CLIFTONLARSONALLEN 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-2720794
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $886,463
- Income (IRS master file)
- $904,813
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $69,439 | $62,963 | $886,463 | XML |
| 990-PF | December 2023 | -$28,687 | $68,295 | $881,347 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 75-2720794).
Questions about WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST
- What is the EIN of WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST?
- The employer identification number (EIN) of WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST is 75-2720794.
- Is WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $9,010 (SIMMONS BANK, TRUSTEE).
- How much revenue does WALLACE BARBARA AND KELLY KING CHARITABLE FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $69,439, expenses of $62,963 and total assets of $886,463 at year end.
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