Skip to main content

Nonprofit · EIN 22-6621115

OTTO E FROEHLICH TR UW

Tax-exempt · DALLAS, TX 75265

Financials

$125K$188K2023$308K$217K2024$523K$221K2025
Revenue Expenses · by fiscal year end
Financials of OTTO E FROEHLICH TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$522,613$220,748$301,865$3,773,180$0$3,773,180
April 30, 2025990-PF$308,319$217,354$90,965$3,342,156$0$3,342,156
April 30, 2024990-PF$125,432$188,474-$63,042$3,268,044$0$3,268,044
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$92,826
Net gain from sales of assets
$429,787

Expenses

Grants and similar amounts paid
$170,241
Compensation of officers, directors and key employees
$38,885
Disbursements for charitable purposes
$186,155
Excise tax on investment income
$6,852

Balance sheet and other

Total assets, start of year
$3,342,156
Total assets, end of year
$3,773,180
Total liabilities, end of year
$0
Net assets, end of year
$3,773,180
Fair market value of assets
$4,622,470
Qualifying distributions
$186,155
Net investment income
$521,139

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$38,885
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$36,000
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$32,817

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEMINGTON NATIONAL BANK & TR CO
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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
22-6621115
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
1996
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$3,773,180
Income (IRS master file)
$1,153,132

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$522,613$220,748$3,773,180XML
990-PFApril 2025$308,319$217,354$3,342,156XML
990-PFApril 2024$125,432$188,474$3,268,044XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 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 22-6621115).

Questions about OTTO E FROEHLICH TR UW

What is the EIN of OTTO E FROEHLICH TR UW?
The employer identification number (EIN) of OTTO E FROEHLICH TR UW is 22-6621115.
Is OTTO E FROEHLICH TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to OTTO E FROEHLICH TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OTTO E FROEHLICH TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of OTTO E FROEHLICH TR UW due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OTTO E FROEHLICH TR UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of OTTO E FROEHLICH TR UW?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $38,885 (BANK OF AMERICA, TRUSTEE).
How much revenue does OTTO E FROEHLICH TR UW have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $522,613, expenses of $220,748 and total assets of $3,773,180 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations