Nonprofit · EIN 75-6521856
RBO BRAGG CHARITABLE TRUST UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $255,037 | $129,029 | $126,008 | $1,751,966 | $0 | $1,751,966 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $44,107
- Net gain from sales of assets
- $207,340
- Other income
- $3,590
Expenses
- Grants and similar amounts paid
- $96,380
- Compensation of officers, directors and key employees
- $25,411
- Disbursements for charitable purposes
- $107,044
- Excise tax on investment income
- $3,277
Balance sheet and other
- Total assets, start of year
- $1,579,468
- Total assets, end of year
- $1,751,966
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,751,966
- Fair market value of assets
- $2,152,883
- Qualifying distributions
- $107,044
- Net investment income
- $254,335
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $25,411 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % NATIONSBANK NA
- 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-6521856
- 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
- 1999
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T122)
- Assets (IRS master file)
- $1,751,966
- Income (IRS master file)
- $601,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | – | – | – | IRS |
| 990-PF | February 2025 | – | – | – | IRS |
| 990-PF | February 2024 | $67,619 | $96,764 | $1,523,973 | IRS |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 RBO BRAGG CHARITABLE TRUST UW
- What is the EIN of RBO BRAGG CHARITABLE TRUST UW?
- The employer identification number (EIN) of RBO BRAGG CHARITABLE TRUST UW is 75-6521856.
- Is RBO BRAGG CHARITABLE TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to RBO BRAGG CHARITABLE TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RBO BRAGG CHARITABLE TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RBO BRAGG CHARITABLE TRUST UW due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RBO BRAGG CHARITABLE TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of RBO BRAGG CHARITABLE TRUST UW?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $25,411 (BANK OF AMERICA, TRUSTEE).
- How much revenue does RBO BRAGG CHARITABLE TRUST UW have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $255,037, expenses of $129,029 and total assets of $1,751,966 at year end.
Other nonprofits in DALLAS
- COMMUNITIES FOUNDATION OF TEXAS EIN 75-0964565 · last filed 990 for 2025
- THE DALLAS FOUNDATION EIN 75-2890371 · last filed 990 for 2024
- DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INC EIN 75-2890923 · last filed 990 for 2025
- DALLAS JEWISH COMMUNITY FOUNDATION EIN 75-2836123 · last filed 990 for 2025
- UNITED WAY OF METROPOLITAN DALLAS INC EIN 75-6005352 · last filed 990 for 2025
- W W CARUTH JR FOUNDATION EIN 23-7436194 · last filed 990 for 2025
- JACK R MACDONALD CHARITABLE TRUST EIN 30-6410216 · last filed 990 for 2024
- TUMO FOUNDATION EIN 45-2130686 · last filed 990 for 2024
All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations