Marjorie & Rufus Bond Benevolent Tr C/O Merrill Trust Co Ttee

Dallas, TX
Tax-exempt since Jan. 2013
EIN: 01-6021084

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$136k (2025)

Expenses

$106k (2025)

Total Assets

$1.53M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2025

Revenue

$136,015

Expenses

$105,913

Net Income

$30,102

Net Assets

$1,532,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,201	32.5%
Sales of Assets	$91,814	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,573	81.7%
Compensation of Officers*	$25,618	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,532,398
Total Liabilities	$0
Net Assets	$1,532,398

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$25,618	$0

990-PF

Filed on Aug. 26, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2024

Revenue

$58,923

Expenses

$92,714

Net Income

-$33,791

Net Assets

$1,509,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,861	67.6%
Sales of Assets	$15,177	25.8%
Other Income	$3,885	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,928	81.9%
Compensation of Officers*	$23,279	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,509,954
Total Liabilities	$0
Net Assets	$1,509,954

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$23,279	$0

990-PF

Filed on May 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending April
2023

Revenue

-$52,276

Expenses

$103,489

Net Income

-$155,765

Net Assets

$1,528,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,503
Sales of Assets	-$84,779
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,734	77.0%
Compensation of Officers*	$22,470	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,528,875
Total Liabilities	$0
Net Assets	$1,528,875

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$22,470	$0

990-PF

Filed on June 29, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2022

Revenue

$333,226

Expenses

$124,567

Net Income

$208,659

Net Assets

$1,684,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,729	9.8%
Sales of Assets	$300,497	90.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,329	83.0%
Compensation of Officers*	$27,177	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,684,974
Total Liabilities	$0
Net Assets	$1,684,974

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$27,177	$0

990-PF

Filed on Aug. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2021

Revenue

$105,389

Expenses

$90,762

Net Income

$14,627

Net Assets

$1,639,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,869	25.5%
Sales of Assets	$78,520	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,387	80.9%
Compensation of Officers*	$23,717	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,639,012
Total Liabilities	$1
Net Assets	$1,639,011

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$23,717	$0

990-PF

Filed on July 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending April
2020

Revenue

$91,767

Expenses

$94,146

Net Income

-$2,379

Net Assets

$1,435,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,539	38.7%
Sales of Assets	$52,718	57.4%
Other Income	$3,510	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,023	83.9%
Compensation of Officers*	$22,093	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,435,752
Total Liabilities	$1
Net Assets	$1,435,751

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$22,093	$0

990-PF

Filed on June 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2019

Revenue

$115,509

Expenses

$95,692

Net Income

$19,817

Net Assets

$1,476,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$53,794	46.6%
Interest Revenue	$0
Dividends	$30,904	26.8%
Sales of Assets	$30,811	26.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,848	78.2%
Compensation of Officers*	$21,799	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,476,529
Total Liabilities	$0
Net Assets	$1,476,529

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$21,799	$0

990-PF

Filed on June 28, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2018

Revenue

$227,232

Expenses

$90,666

Net Income

$136,566

Net Assets

$1,474,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,914	13.2%
Sales of Assets	$197,318	86.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,534	78.9%
Compensation of Officers*	$21,335	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,474,730
Total Liabilities	$0
Net Assets	$1,474,730

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$21,335	$0

990-PF

Filed on Aug. 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2017

Revenue

$146,378

Expenses

$83,438

Net Income

$62,940

Net Assets

$1,314,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,084	19.9%
Sales of Assets	$117,294	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,295	83.0%
Compensation of Officers*	$19,097	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,314,335
Total Liabilities	$0
Net Assets	$1,314,335

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$19,097	$0

990-PF

Filed on June 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

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PDF XML

Fiscal Year Ending April
2016

Revenue

$246,914

Expenses

$78,423

Net Income

$168,491

Net Assets

$1,246,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$177,003	71.7%
Interest Revenue	$0
Dividends	$31,702	12.8%
Sales of Assets	$38,209	15.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,161	83.1%
Compensation of Officers*	$18,577	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,246,805
Total Liabilities	$0
Net Assets	$1,246,805

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$18,577	$0

990-PF

Filed on Aug. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2015

Revenue

$72,374

Expenses

$76,156

Net Income

-$3,782

Net Assets

$1,101,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,789	39.8%
Sales of Assets	$43,585	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,450	84.6%
Compensation of Officers*	$17,805	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,101,283
Total Liabilities	$0
Net Assets	$1,101,283

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$17,805	$0

990-PF

Filed on July 2, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2014

Revenue

$71,795

Expenses

$72,213

Net Income

-$418

Net Assets

$1,098,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,906	38.9%
Sales of Assets	$43,889	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,748	81.4%
Compensation of Officers*	$16,695	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,098,414
Total Liabilities	$0
Net Assets	$1,098,414

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2013

Revenue

$103,541

Expenses

$63,466

Net Income

$40,075

Net Assets

$1,095,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,506	26.6%
Sales of Assets	$75,951	73.4%
Other Income	$84	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,297	84.0%
Compensation of Officers*	$14,955	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,095,279
Total Liabilities	$0
Net Assets	$1,095,279

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2012

Revenue

$105,872

Expenses

$70,108

Net Income

$35,764

Net Assets

$1,059,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$61,040	57.7%
Interest Revenue	$0
Dividends	$28,697	27.1%
Sales of Assets	$16,575	15.7%
Other Income	-$440

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,850	85.4%
Compensation of Officers*	$14,258	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,059,835
Total Liabilities	$0
Net Assets	$1,059,835

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated January 26, 2026

Marjorie & Rufus Bond Benevolent Tr C/O Merrill Trust Co Ttee

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $136k (2025)

Expenses $106k (2025)

Total Assets $1.53M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$136k (2025)

Expenses

$106k (2025)

Total Assets

$1.53M (2025)

Total Liabilities

$0 (2025)

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2025

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2014

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2013

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2012

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