Nonprofit · EIN 75-6224893
TRUST U W OF J B OHARA
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,935,109 | $2,099,765 | $1,835,344 | $38,608,735 | $0 | $38,608,735 |
| December 31, 2024 | 990-PF | $3,743,774 | $1,892,642 | $1,851,132 | $36,783,205 | $0 | $36,783,205 |
| December 31, 2023 | 990-PF | $1,058,935 | $2,123,563 | -$1,064,628 | $34,937,649 | $0 | $34,937,649 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,050,206
- Net gain from sales of assets
- $2,884,903
Expenses
- Grants and similar amounts paid
- $1,812,605
- Compensation of officers, directors and key employees
- $212,186
- Disbursements for charitable purposes
- $1,898,349
- Excise tax on investment income
- $51,360
Balance sheet and other
- Total assets, start of year
- $36,783,205
- Total assets, end of year
- $38,608,735
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,608,735
- Fair market value of assets
- $46,358,493
- Qualifying distributions
- $1,898,349
- Net investment income
- $3,921,926
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $212,186 |
| JOHN S GRISWOLD JR 36 CARRIAGE DR S, STAMFORD, CT 069021503 | COMMITTEE MEMBER | 1 | $0 |
| CLINT MURCHISON III 4144 N CENTRAL EXPWY STE 900, DALLAS, TX 752042108 | COMMITTEE MEMBER | 1 | $0 |
| JAMES L NEWLAND 425 WOODWARD WAY, ATHENS, GA 306047068 | COMMITTEE MEMBER | 1 | $0 |
| TOM YARBORO PO BOX 10009, GOLDSBORO, NC 27534 | COMMITTEE MEMBER | 1 | $0 |
| JAMES CLARK 1275 PEACHTREE ST NE, ATHENS, GA 303093580 | COMMITTEE MEMBER | 1 | $0 |
| KAREN NOSEFF ALDRIDGE 2554 TARLEY RD, CARROLLTON, TX 75006 | COMMITTEE MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $202,174 |
| JOHN S GRISWOLD JR 36 CARRIAGE DR S, STAMFORD, CT 069021503 | COMMITTEE MEMBER | 1 | $0 |
| CLINT MURCHISON III 4144 N CENTRAL EXPWY STE 900, DALLAS, TX 752042108 | COMMITTEE MEMBER | 1 | $0 |
| JAMES L NEWLAND 425 WOODWARD WAY, ATHENS, GA 306047068 | COMMITTEE MEMBER | 1 | $0 |
| TOM YARBORO PO BOX 10009, GOLDSBORO, NC 27534 | COMMITTEE MEMBER | 1 | $0 |
| JAMES CLARK 1275 PEACHTREE ST NE, ATHENS, GA 303093580 | COMMITTEE MEMBER | 1 | $0 |
| KAREN NOSEFF ALDRIDGE 2554 TARLEY RD, CARROLLTON, TX 75006 | COMMITTEE MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $141,123 |
| JOHN S GRISWOLD JR 36 CARRIAGE DR S, STAMFORD, CT 069021503 | COMMITTEE MEMBER | 1 | $0 |
| CLINT MURCHISON III 4144 N CENTRAL EXPWY STE 900, DALLAS, TX 752042108 | COMMITTEE MEMBER | 1 | $0 |
| JAMES L NEWLAND 425 WOODWARD WAY, ATHENS, GA 306047068 | COMMITTEE MEMBER | 1 | $0 |
| TOM YARBORO PO BOX 10009, GOLDSBORO, NC 27534 | COMMITTEE MEMBER | 1 | $0 |
| JAMES CLARK 1275 PEACHTREE ST NE, ATHENS, GA 303093580 | COMMITTEE MEMBER | 1 | $0 |
| ANGELA SANTONE 208 S AKARD ST STE 431, DALLAS, TX 75202 | COMMITTEE MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- 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 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 | 990-PF 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
- 75-6224893
- 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
- 1976
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $38,608,735
- Income (IRS master file)
- $19,813,355
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,935,109 | $2,099,765 | $38,608,735 | XML |
| 990-PF | December 2024 | $3,743,774 | $1,892,642 | $36,783,205 | XML |
| 990-PF | December 2023 | $1,058,935 | $2,123,563 | $34,937,649 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 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 75-6224893).
Questions about TRUST U W OF J B OHARA
- What is the EIN of TRUST U W OF J B OHARA?
- The employer identification number (EIN) of TRUST U W OF J B OHARA is 75-6224893.
- Is TRUST U W OF J B OHARA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to TRUST U W OF J B OHARA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST U W OF J B OHARA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST U W OF J B OHARA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST U W OF J B OHARA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TRUST U W OF J B OHARA?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $212,186 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TRUST U W OF J B OHARA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,935,109, expenses of $2,099,765 and total assets of $38,608,735 at year end.
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