Nonprofit · EIN 32-6118085
ANNE MULLEN ORRELL CHARITABLE TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $6,873,365 | $4,855,187 | $2,018,178 | $72,795,703 | $0 | $72,795,703 |
| December 31, 2024 | 990-PF | $13,298,034 | $4,616,558 | $8,681,476 | $70,810,460 | $0 | $70,810,460 |
| December 31, 2023 | 990-PF | $5,809,569 | $2,766,021 | $3,043,548 | $62,085,346 | $0 | $62,085,346 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,730,654
- Net gain from sales of assets
- $5,142,341
- Other income
- $370
Expenses
- Grants and similar amounts paid
- $4,199,000
- Compensation of officers, directors and key employees
- $504,368
- Disbursements for charitable purposes
- $4,402,560
- Excise tax on investment income
- $90,507
Balance sheet and other
- Total assets, start of year
- $70,810,460
- Total assets, end of year
- $72,795,703
- Total liabilities, end of year
- $0
- Net assets, end of year
- $72,795,703
- Fair market value of assets
- $103,108,876
- Qualifying distributions
- $4,402,560
- Net investment income
- $6,858,387
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 | $504,368 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $467,493 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $389,272 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA N A TTEE
- 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
- 32-6118085
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $72,795,703
- Income (IRS master file)
- $32,781,882
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $6,873,365 | $4,855,187 | $72,795,703 | IRS |
| 990-PF | December 2024 | $13,298,034 | $4,616,558 | $70,810,460 | IRS |
| 990-PF | December 2023 | $5,809,569 | $2,766,021 | $62,085,346 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 32-6118085).
Questions about ANNE MULLEN ORRELL CHARITABLE TR
- What is the EIN of ANNE MULLEN ORRELL CHARITABLE TR?
- The employer identification number (EIN) of ANNE MULLEN ORRELL CHARITABLE TR is 32-6118085.
- Is ANNE MULLEN ORRELL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ANNE MULLEN ORRELL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNE MULLEN ORRELL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNE MULLEN ORRELL CHARITABLE 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 ANNE MULLEN ORRELL CHARITABLE 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 ANNE MULLEN ORRELL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $504,368 (BANK OF AMERICA, TRUSTEE).
- How much revenue does ANNE MULLEN ORRELL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,873,365, expenses of $4,855,187 and total assets of $72,795,703 at year end.
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