Annie W Buchanan Trust Uw 102984 Conn Bk & Tr Co Tr

Dallas, TX
Tax-exempt since Dec. 1970
EIN: 06-6027441

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

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 Aug.
2025

Revenue

$45,957

Expenses

$36,683

Net Income

$9,274

Net Assets

$459,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,081	28.5%
Sales of Assets	$32,876	71.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,202	82.3%
Compensation of Officers*	$8,041	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$459,971
Total Liabilities	$0
Net Assets	$459,971

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,041	$0

990-PF

Filed on Dec. 10, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$17,053

Expenses

$30,730

Net Income

-$13,677

Net Assets

$453,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,429	72.9%
Sales of Assets	$3,492	20.5%
Other Income	$1,132	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,851	80.9%
Compensation of Officers*	$7,545	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$453,393
Total Liabilities	$0
Net Assets	$453,393

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,545	$0

990-PF

Filed on Dec. 17, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

-$3,702

Expenses

$29,089

Net Income

-$32,791

Net Assets

$453,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,158
Sales of Assets	-$13,860
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,278	73.1%
Compensation of Officers*	$7,068	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$453,305
Total Liabilities	$0
Net Assets	$453,305

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,068	$0

990-PF

Filed on Dec. 21, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$97,424

Expenses

$37,339

Net Income

$60,085

Net Assets

$476,510

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,062	10.3%
Sales of Assets	$87,249	89.6%
Other Income	$113	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,189	83.5%
Compensation of Officers*	$7,788	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$476,510
Total Liabilities	$0
Net Assets	$476,510

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,788	$0

990-PF

Filed on Dec. 21, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$29,318

Expenses

$33,387

Net Income

-$4,069

Net Assets

$493,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,443	28.8%
Sales of Assets	$20,875	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,292	75.8%
Compensation of Officers*	$8,235	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,072
Total Liabilities	$1
Net Assets	$493,071

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,235	$0

990-PF

Filed on Dec. 8, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$40,674

Expenses

$27,847

Net Income

$12,827

Net Assets

$423,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,101	24.8%
Sales of Assets	$30,538	75.1%
Other Income	$35	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,550	81.0%
Compensation of Officers*	$7,050	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$423,292
Total Liabilities	$1
Net Assets	$423,291

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,050	$0

990-PF

Filed on Nov. 30, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$29,086

Expenses

$29,730

Net Income

-$644

Net Assets

$425,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,549	32.8%
Sales of Assets	$19,537	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,971	80.6%
Compensation of Officers*	$6,943	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	$425,642
Total Liabilities	$0
Net Assets	$425,642

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,943	$0

990-PF

Filed on Nov. 26, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$44,329

Expenses

$30,518

Net Income

$13,811

Net Assets

$431,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,318	21.0%
Sales of Assets	$35,011	79.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,686	80.9%
Compensation of Officers*	$6,976	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	$431,923
Total Liabilities	$0
Net Assets	$431,923

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,976	$0

990-PF

Filed on Oct. 9, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Aug.
2017

Revenue

$21,409

Expenses

$26,827

Net Income

-$5,418

Net Assets

$417,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,446	44.1%
Sales of Assets	$11,963	55.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,379	79.7%
Compensation of Officers*	$6,921	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$417,478
Total Liabilities	$0
Net Assets	$417,478

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,921	$0

990-PF

Filed on Nov. 2, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Revenue

$5,019

Expenses

$25,203

Net Income

-$20,184

Net Assets

$412,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,652	> 100%
Sales of Assets	-$5,688
Other Income	$55	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,631	81.9%
Compensation of Officers*	$6,942	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$412,322
Total Liabilities	$0
Net Assets	$412,322

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,942	$0

990-PF

Filed on Oct. 3, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Revenue

$15,978

Expenses

$31,116

Net Income

-$15,138

Net Assets

$436,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,150	63.5%
Sales of Assets	$5,343	33.4%
Other Income	$485	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,533	85.3%
Compensation of Officers*	$7,088	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	$436,903
Total Liabilities	$0
Net Assets	$436,903

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,088	$0

990-PF

Filed on Oct. 9, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$18,302

Expenses

$29,385

Net Income

-$11,083

Net Assets

$447,718

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,396	56.8%
Sales of Assets	$7,906	43.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,058	78.5%
Compensation of Officers*	$7,159	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$447,718
Total Liabilities	$0
Net Assets	$447,718

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,159	$0

990-PF

Filed on Nov. 4, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$55,347

Expenses

$26,463

Net Income

$28,884

Net Assets

$453,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,345	27.7%
Sales of Assets	$40,057	72.4%
Other Income	-$55

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,846	82.6%
Compensation of Officers*	$7,202	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$453,812
Total Liabilities	$0
Net Assets	$453,812

990-PF

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

PDF

Fiscal Year Ending Aug.
2012

Revenue

$32,994

Expenses

$28,762

Net Income

$4,232

Net Assets

$440,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,447	34.7%
Sales of Assets	$21,811	66.1%
Other Income	-$264

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,561	81.9%
Compensation of Officers*	$6,616	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$440,086
Total Liabilities	$0
Net Assets	$440,086

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Aug.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Aug.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Aug.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated April 20, 2026

Annie W Buchanan Trust Uw 102984 Conn Bk & Tr Co Tr

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2003