Nonprofit · EIN 75-6323833
PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST
Also known as OBRIEN S M & MAIRIN TERRY CO-TTEES
Tax-exempt · FORT WORTH, TX 76102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $123,663 | $101,865 | $21,798 | $498,893 | $0 | $498,893 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,155
- Net gain from sales of assets
- $113,508
Expenses
- Grants and similar amounts paid
- $90,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $90,000
- Excise tax on investment income
- $1,719
Balance sheet and other
- Total assets, start of year
- $477,095
- Total assets, end of year
- $498,893
- Total liabilities, end of year
- $0
- Net assets, end of year
- $498,893
- Fair market value of assets
- $1,146,427
- Qualifying distributions
- $90,000
- Net investment income
- $123,663
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 |
|---|---|---|---|
| MAIRIN TERRY 3915 WEST 5TH STREET, FORT WORTH, TX 76107 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2501 PARKVIEW DR STE 620, FORT WORTH, TX 76102-5854
- In care of
- % LAINE BROCK
- Signed the 990-PF
- MAIRIN TERRY, TRUSTEE
- Phone
- (817) 738-8064
- Return prepared by
- BROCK AND ROWE LLC
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
- 75-6323833
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $498,893
- Income (IRS master file)
- $325,326
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $20,649 | $48,166 | $512,629 | IRS |
| 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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST
- What is the EIN of PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST?
- The employer identification number (EIN) of PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST is 75-6323833.
- Is PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST 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 PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST 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 PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does PHILLIP R & JANIS NORTH CHARITABLE REMAINDER UNITRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $123,663, expenses of $101,865 and total assets of $498,893 at year end.
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