Nonprofit · EIN 75-2765224
ONCE UPON A TIME FOUNDATION
Tax-exempt · FORT WORTH, TX 76102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,359,642 | $14,717,708 | -$12,358,066 | $276,746,212 | $0 | $276,746,212 |
| December 31, 2023 | 990-PF | $138,880 | $19,919,989 | -$19,781,109 | $269,806,059 | $0 | $269,806,059 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $93,726
- Other income
- $2,265,916
Expenses
- Grants and similar amounts paid
- $10,715,876
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $534,283
- Disbursements for charitable purposes
- $13,841,328
- Excise tax on investment income
- $425,584
Balance sheet and other
- Total assets, start of year
- $269,806,059
- Total assets, end of year
- $276,746,212
- Total liabilities, end of year
- $0
- Net assets, end of year
- $276,746,212
- Fair market value of assets
- $276,746,212
- Qualifying distributions
- $13,841,328
- Net investment income
- $30,671,238
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 | Other / benefits |
|---|---|---|---|---|
| BETHANY CALE 301 COMMERCE STREET, FORT WORTH, TX 76102 | PROGRAM DIRECTOR Highest-paid employee | 50 | $110,567 | $13,142 |
| KATE JORDAN 301 COMMERCE STREET, FORT WORTH, TX 76102 | ASSOCIATE PROGRAM DI Highest-paid employee | 50 | $92,228 | $9,642 |
| KATHY THOMAS 301 COMMERCE STREET, FORT WORTH, TX 76102 | ASSOCIATE PROGRAM DI Highest-paid employee | 25 | $86,958 | $9,642 |
| WHITNEY FOURNIER 301 COMMERCE STREET, FORT WORTH, TX 76102 | ASSOCIATE PROGRAM DI Highest-paid employee | 50 | $59,655 | $9,642 |
| BRYTNI BUSHWAY 301 COMMERCE STREET, FORT WORTH, TX 76102 | ASSOCIATE PROGRAM DI Highest-paid employee | 50 | $59,315 | $9,642 |
| PATRICK W DUNNE 301 COMMERCE STREET, FORT WORTH, TX 76102 | DIRECTOR, PRESIDENT AND TREASURER | 1 | $0 | $0 |
| GEOFFREY P RAYNOR 301 COMMERCE STREET, FORT WORTH, TX 76102 | DIRECTOR | 1 | $0 | $0 |
| PAUL E CHRISTENSEN 301 COMMERCE STREET, FORT WORTH, TX 76102 | DIRECTOR AND SECRETARY | 1 | $0 | $0 |
| MONTANA RAYNOR 301 COMMERCE STREET, FORT WORTH, TX 76102 | VICE PRESIDENT | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BETHANY HARPER 301 COMMERCE STREET, FORT WORTH, TX 76102 | PROGRAM DIRECTOR Highest-paid employee | 50 | $140,650 | $9,037 |
| KATHY THOMAS 301 COMMERCE STREET, FORT WORTH, TX 76102 | ASSOCIATE PROGRAM DI Highest-paid employee | 25 | $106,750 | $9,037 |
| BRYTNI BUSHWAY 301 COMMERCE STREET, FORT WORTH, TX 76102 | ASSOCIATE PROGRAM DI Highest-paid employee | 50 | $64,430 | $9,037 |
| KATIE COOKE 301 COMMERCE STREET, FORT WORTH, TX 76102 | ASSOCIATE PROGRAM DI Highest-paid employee | 50 | $63,904 | $9,037 |
| CARTER PLASTER 301 COMMERCE STREET, FORT WORTH, TX 76102 | ASSOCIATE PROGRAM DI Highest-paid employee | 50 | $59,566 | $9,037 |
| PATRICK W DUNNE 301 COMMERCE STREET, FORT WORTH, TX 76102 | DIRECTOR, PRESIDENT AND TREASURER | 1 | $0 | $0 |
| GEOFFREY P RAYNOR 301 COMMERCE STREET, FORT WORTH, TX 76102 | DIRECTOR | 1 | $0 | $0 |
| PAUL E CHRISTENSEN 301 COMMERCE STREET, FORT WORTH, TX 76102 | DIRECTOR AND SECRETARY | 1 | $0 | $0 |
| MONTANA RAYNOR 301 COMMERCE STREET, FORT WORTH, TX 76102 | VICE PRESIDENT (SINCE 3/2/2023) | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 COMMERCE ST STE 3200, FORT WORTH, TX 76102-4150
- In care of
- % PAT DUNNE
- Signed the 990-PF
- PAT DUNNE, PRESIDENT
- Phone
- (817) 332-5572
- Website
- ONCEUPONATIME.ORG
- 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 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
- 75-2765224
- 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 (T20)
- Assets (IRS master file)
- $276,746,212
- Income (IRS master file)
- $2,359,642
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,359,642 | $14,717,708 | $276,746,212 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $138,880 | $19,919,989 | $269,806,059 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 75-2765224).
Questions about ONCE UPON A TIME FOUNDATION
- What is the EIN of ONCE UPON A TIME FOUNDATION?
- The employer identification number (EIN) of ONCE UPON A TIME FOUNDATION is 75-2765224.
- Is ONCE UPON A TIME FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ONCE UPON A TIME FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ONCE UPON A TIME FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ONCE UPON A TIME FOUNDATION 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 ONCE UPON A TIME FOUNDATION 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 ONCE UPON A TIME FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 5 received compensation from the organization, the highest $110,567 (BETHANY CALE, PROGRAM DIRECTOR).
- How much revenue does ONCE UPON A TIME FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,359,642, expenses of $14,717,708 and total assets of $276,746,212 at year end.
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