Nonprofit · EIN 76-6211703
KOONCE FAMILY FOUNDATION TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,960,013 | $1,525,749 | $434,264 | $13,153,345 | $0 | $13,153,345 |
| December 31, 2024 | 990-PF | $1,127,319 | $1,264,017 | -$136,698 | $13,050,394 | $0 | $13,050,394 |
| December 31, 2023 | 990-PF | $1,398,317 | $1,208,841 | $189,476 | $13,490,402 | $0 | $13,490,402 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $514,676
- Dividends
- $633,584
- Net gain from sales of assets
- $811,753
Expenses
- Grants and similar amounts paid
- $1,350,000
- Compensation of officers, directors and key employees
- $137,067
- Disbursements for charitable purposes
- $1,405,987
- Excise tax on investment income
- $18,716
Balance sheet and other
- Total assets, start of year
- $13,050,394
- Total assets, end of year
- $13,153,345
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,153,345
- Fair market value of assets
- $32,687,366
- Qualifying distributions
- $1,405,987
- Net investment income
- $1,440,209
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 N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $137,067 |
| K TERRY KOONCE 361 PROMENADE STREET W, MONTGOMERY, TX 77356 | TRUSTEE | 1 | $0 |
| KELLY M KOONCE 1904 RICHCREEK RD, AUSTIN, TX 787571850 | TRUSTEE | 1 | $0 |
| KIMBERLY KOONCE 1904 RICHCREEK RD, AUSTIN, TX 787571850 | TRUSTEE | 1 | $0 |
| KENNETH T KOONCE 4705 VAUGHAN ST, AUSTIN, TX 78723 | TRUSTEE | 1 | $0 |
| DIANA KOONCE WALLA 2708 CASCADE, AUSTIN, TX 78757 | TRUSTEE | 1 | $0 |
| RICHARD E WALLA 2708 CASCADE, AUSTIN, TX 78757 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $127,391 |
| K TERRY KOONCE 361 PROMENADE STREET W, MONTGOMERY, TX 77356 | TRUSTEE | 1 | $0 |
| KELLY M KOONCE 1904 RICHCREEK RD, AUSTIN, TX 787571850 | TRUSTEE | 1 | $0 |
| KIMBERLY KOONCE 1904 RICHCREEK RD, AUSTIN, TX 787571850 | TRUSTEE | 1 | $0 |
| KENNETH T KOONCE 4705 VAUGHAN ST, AUSTIN, TX 78723 | TRUSTEE | 1 | $0 |
| DIANA KOONCE WALLA 2708 CASCADE, AUSTIN, TX 78757 | TRUSTEE | 1 | $0 |
| RICHARD E WALLA 2708 CASCADE, AUSTIN, TX 78757 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 1 | $109,531 |
| K TERRY KOONCE 361 PROMENADE STREET W, MONTGOMERY, TX 77356 | TRUSTEE | 1 | $0 |
| KELLY M KOONCE 1904 RICHCREEK RD, AUSTIN, TX 787571850 | TRUSTEE | 1 | $0 |
| KIMBERLY KOONCE 1904 RICHCREEK RD, AUSTIN, TX 787571850 | TRUSTEE | 1 | $0 |
| KENNETH T KOONCE 4705 VAUGHAN ST, AUSTIN, TX 78723 | TRUSTEE | 1 | $0 |
| DIANA KOONCE WALLA 2708 CASCADE, AUSTIN, TX 78757 | TRUSTEE | 1 | $0 |
| RICHARD E WALLA 2708 CASCADE, AUSTIN, TX 78757 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % US TRUST CO NA
- Signed the 990-PF
- K TERRY KOONCE, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
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
- 76-6211703
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X21)
- Assets (IRS master file)
- $13,153,345
- Income (IRS master file)
- $3,190,532
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,960,013 | $1,525,749 | $13,153,345 | IRS |
| 990-PF | December 2024 | $1,127,319 | $1,264,017 | $13,050,394 | XML |
| 990-PF | December 2023 | $1,398,317 | $1,208,841 | $13,490,402 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 76-6211703).
Questions about KOONCE FAMILY FOUNDATION TR
- What is the EIN of KOONCE FAMILY FOUNDATION TR?
- The employer identification number (EIN) of KOONCE FAMILY FOUNDATION TR is 76-6211703.
- Is KOONCE FAMILY FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to KOONCE FAMILY FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KOONCE FAMILY FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KOONCE FAMILY FOUNDATION TR 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 KOONCE FAMILY FOUNDATION TR 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 KOONCE FAMILY FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $137,067 (BANK OF AMERICA N A, AGENT FOR FIDUCIARY).
- How much revenue does KOONCE FAMILY FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,960,013, expenses of $1,525,749 and total assets of $13,153,345 at year end.
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