W O Burr Trust % Conn Bank & Trust Co

Dallas, TX
Tax-exempt since July 1943
EIN: 06-6027512

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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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.26M (2025)

Expenses

$2.12M (2025)

Total Assets

$34.5M (2025)

Total Liabilities

$0 (2025)

Years with missing data

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 June
2025

Revenue

$3,260,648

Expenses

$2,123,938

Net Income

$1,136,710

Net Assets

$34,538,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$917,123	28.1%
Sales of Assets	$2,343,493	71.9%
Other Income	$32	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,876,901	88.4%
Compensation of Officers*	$234,357	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,538,756
Total Liabilities	$0
Net Assets	$34,538,756

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$234,357	$0

990-PF

Filed on Nov. 14, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$1,326,587

Expenses

$1,897,007

Net Income

-$570,420

Net Assets

$32,888,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$952,611	71.8%
Sales of Assets	$373,921	28.2%
Other Income	$55	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,697,755	89.5%
Compensation of Officers*	$217,461	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,888,922
Total Liabilities	$0
Net Assets	$32,888,922

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$217,461	$0

990-PF

Filed on Nov. 1, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$1,104,434

Expenses

$2,010,273

Net Income

-$905,839

Net Assets

$33,204,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$844,552	76.5%
Sales of Assets	$259,882	23.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,835,652	91.3%
Compensation of Officers*	$202,533	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,204,642
Total Liabilities	$0
Net Assets	$33,204,642

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$202,533	$0

990-PF

Filed on Oct. 27, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$2,328,001

Expenses

$2,490,288

Net Income

-$162,287

Net Assets

$33,895,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$700,813	30.1%
Sales of Assets	$1,627,188	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,244,865	90.1%
Compensation of Officers*	$223,880	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,895,711
Total Liabilities	$0
Net Assets	$33,895,711

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$223,880	$0

990-PF

Filed on Nov. 7, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$2,654,242

Expenses

$1,965,723

Net Income

$688,519

Net Assets

$33,801,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$641,064	24.2%
Sales of Assets	$2,012,804	75.8%
Other Income	$374	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,769,170	90.0%
Compensation of Officers*	$203,215	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,801,014
Total Liabilities	$1
Net Assets	$33,801,013

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$203,215	$0

990-PF

Filed on Oct. 19, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$1,459,018

Expenses

$2,091,542

Net Income

-$632,524

Net Assets

$32,322,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$766,618	52.5%
Sales of Assets	$692,335	47.5%
Other Income	$65	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,928,965	92.2%
Compensation of Officers*	$190,708	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,322,310
Total Liabilities	$1
Net Assets	$32,322,309

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$190,708	$0

990-PF

Filed on Oct. 20, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2019

Revenue

$1,129,315

Expenses

$2,019,764

Net Income

-$890,449

Net Assets

$32,969,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$792,360	70.2%
Sales of Assets	$336,955	29.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,838,746	91.0%
Compensation of Officers*	$193,646	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,969,347
Total Liabilities	$0
Net Assets	$32,969,347

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$193,646	$0

990-PF

Filed on Sept. 25, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$2,110,262

Expenses

$1,952,470

Net Income

$157,792

Net Assets

$34,005,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$761,167	36.1%
Sales of Assets	$1,349,036	63.9%
Other Income	$59	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,737,121	89.0%
Compensation of Officers*	$197,249	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,005,680
Total Liabilities	$0
Net Assets	$34,005,680

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$197,249	$0

990-PF

Filed on Nov. 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

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 June
2016

Revenue

$530,247

Expenses

$1,923,273

Net Income

-$1,393,026

Net Assets

$33,683,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$903,871	> 100%
Sales of Assets	$0
Other Income	$37,607	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,760,894	91.6%
Compensation of Officers*	$190,267	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,683,765
Total Liabilities	$0
Net Assets	$33,683,765

990-PF

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

PDF

Fiscal Year Ending June
2015

Revenue

$2,576,699

Expenses

$2,143,267

Net Income

$433,432

Net Assets

$34,889,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$811,992	31.5%
Sales of Assets	$1,764,707	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,910,307	89.1%
Compensation of Officers*	$207,678	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,889,927
Total Liabilities	$0
Net Assets	$34,889,927

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending June
2014

Revenue

$2,517,234

Expenses

$1,912,137

Net Income

$605,097

Net Assets

$33,948,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$922,530	36.6%
Sales of Assets	$1,594,695	63.4%
Other Income	$9	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,699,762	88.9%
Compensation of Officers*	$194,710	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,948,285
Total Liabilities	$0
Net Assets	$33,948,285

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$4,554,154

Expenses

$1,800,974

Net Income

$2,753,180

Net Assets

$33,283,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,003,324	22.0%
Sales of Assets	$3,539,591	77.7%
Other Income	$11,239	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,575,871	87.5%
Compensation of Officers*	$184,522	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,283,516
Total Liabilities	$0
Net Assets	$33,283,516

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$1,424,620

Expenses

$2,027,652

Net Income

-$603,032

Net Assets

$30,542,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,084,048	76.1%
Sales of Assets	$340,572	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,852,293	91.4%
Compensation of Officers*	$147,613	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,542,652
Total Liabilities	$0
Net Assets	$30,542,652

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.

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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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Raw filing data. Includes EINs and summary financials as structured data.
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Updated January 26, 2026

W O Burr Trust % Conn Bank & Trust Co

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.26M (2025)

Expenses $2.12M (2025)

Total Assets $34.5M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$3.26M (2025)

Expenses

$2.12M (2025)

Total Assets

$34.5M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002