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Nonprofit · EIN 75-6006730

CARRIE S ORLEANS TRUST 0345300

Tax-exempt · DALLAS, TX 75265

Financials

$75K$168K2023$215K$175K2024
Revenue Expenses · by fiscal year end
Financials of CARRIE S ORLEANS TRUST 0345300 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$215,350$175,209$40,141$2,236,727$0$2,236,727
June 30, 2024990-PF$75,426$167,896-$92,470$2,220,668$0$2,220,668
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$64,702
Net gain from sales of assets
$150,648

Expenses

Grants and similar amounts paid
$120,000
Compensation of officers, directors and key employees
$36,002
Disbursements for charitable purposes
$140,295
Excise tax on investment income
$2,605

Balance sheet and other

Total assets, start of year
$2,220,668
Total assets, end of year
$2,236,727
Total liabilities, end of year
$0
Net assets, end of year
$2,236,727
Fair market value of assets
$2,762,431
Qualifying distributions
$140,295
Net investment income
$213,196

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$36,002
KELLY GARLOCK - BANK OF AMERICA
P O BOX 830241, DALLAS, TX 752830241
GRANT COMMITTEE MEMBER1$0
ROBERT FOX - BANK OF AMERICA
P O BOX 830241, DALLAS, TX 752830241
GRANT COMMITTEE MEMBER1$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$33,345
KELLY GARLOCK - BANK OF AMERICA
P O BOX 830241, DALLAS, TX 752830241
GRANT COMMITTEE MEMBER1$0
ROBERT FOX - BANK OF AMERICA
P O BOX 830241, DALLAS, TX 752830241
GRANT COMMITTEE MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% NATIONSBANK OF TEXAS NA TTEE
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, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
75-6006730
Exempt since
1983
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$2,236,727
Income (IRS master file)
$499,323

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$215,350$175,209$2,236,727XML
990-PFJune 2024$75,426$167,896$2,220,668XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 75-6006730).

Questions about CARRIE S ORLEANS TRUST 0345300

What is the EIN of CARRIE S ORLEANS TRUST 0345300?
The employer identification number (EIN) of CARRIE S ORLEANS TRUST 0345300 is 75-6006730.
Is CARRIE S ORLEANS TRUST 0345300 tax-exempt?
Yes. The IRS lists it as tax-exempt since 1983.
Which annual return does CARRIE S ORLEANS TRUST 0345300 file?
Form 990-PF. Private foundations file every year.
When is the next return of CARRIE S ORLEANS TRUST 0345300 due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARRIE S ORLEANS TRUST 0345300 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of CARRIE S ORLEANS TRUST 0345300?
The 990-PF for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $36,002 (BANK OF AMERICA, TRUSTEE).
How much revenue does CARRIE S ORLEANS TRUST 0345300 have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $215,350, expenses of $175,209 and total assets of $2,236,727 at year end.

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