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Otto And Margaret Zack Charitable Trust Tua

  • Dallas, TX
  • Tax-exempt since Sept. 2014
  • EIN: 30-6283082

Organization summary

Type of Nonprofit

Designated as a 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 / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$399k (2024)

Expenses
$445k (2024)

Total Assets
$6.87M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2013 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$398,684
Expenses
$444,646
Net Income
-$45,962
Net Assets
$6,874,623
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $172,067
43.2%
Sales of Assets $226,617
56.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $387,867
87.2%
Compensation of Officers* $86,215
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,874,623
Total Liabilities $0
Net Assets $6,874,623
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $86,215 $0

Document Links

990-PF
Filed on April 10, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$250,632
Expenses
$447,928
Net Income
-$197,296
Net Assets
$6,905,395
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $178,369
71.2%
Sales of Assets $68,355
27.3%
Other Income $3,908
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $396,318
88.5%
Compensation of Officers* $78,524
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,905,395
Total Liabilities $0
Net Assets $6,905,395
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $78,524 $0

Document Links

990-PF
Filed on April 16, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$386,994
Expenses
$502,682
Net Income
-$115,688
Net Assets
$7,126,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $211,259
54.6%
Sales of Assets $174,478
45.1%
Other Income $1,257
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $430,416
85.6%
Compensation of Officers* $77,942
15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,126,446
Total Liabilities $0
Net Assets $7,126,446
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $77,942 $0

Document Links

990-PF
Filed on May 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,004,373
Expenses
$445,870
Net Income
$558,503
Net Assets
$7,241,202
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $329,272
32.8%
Sales of Assets $675,101
67.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $384,297
86.2%
Compensation of Officers* $83,037
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,241,202
Total Liabilities $0
Net Assets $7,241,202
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $83,037 $0
Roger Meier (Charitable Advisor) $0 $0
Daniel Foley (Charitable Advisor) $0 $0

Document Links

990-PF
Filed on April 29, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$403,640
Expenses
$425,805
Net Income
-$22,165
Net Assets
$6,683,175
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $125,508
31.1%
Sales of Assets $278,132
68.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $377,654
88.7%
Compensation of Officers* $75,935
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,683,176
Total Liabilities $1
Net Assets $6,683,175
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $75,935 $0
Roger Meier (Charitable Advisor) $0 $0
Daniel Foley (Charitable Advisor) $0 $0

Document Links

990-PF
Filed on April 8, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$228,731
Expenses
$433,704
Net Income
-$204,973
Net Assets
$6,698,771
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $177,743
77.7%
Sales of Assets $50,988
22.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $379,531
87.5%
Compensation of Officers* $77,645
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,698,771
Total Liabilities $0
Net Assets $6,698,771

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$608,242
Expenses
$413,553
Net Income
$194,689
Net Assets
$6,816,055
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $153,258
25.2%
Sales of Assets $454,984
74.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $360,169
87.1%
Compensation of Officers* $78,326
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,816,055
Total Liabilities $0
Net Assets $6,816,055
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $73,326 $0
Roger Meier (Charitable Advisor) $2,500 $0
Daniel Foley (Charitable Advisor) $2,500 $0

Document Links

990-PF
Filed on March 29, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$300,592
Expenses
$420,414
Net Income
-$119,822
Net Assets
$6,627,359
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $134,899
44.9%
Sales of Assets $162,772
54.2%
Other Income $2,921
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $373,624
88.9%
Compensation of Officers* $72,640
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,627,359
Total Liabilities $0
Net Assets $6,627,359
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $68,140 $0
Roger Meier (Charitable Advisor) $2,500 $0
Daniel Foley (Charitable Advisor) $2,000 $0

Document Links

990-PF
Filed on March 31, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$253,160
Expenses
$433,646
Net Income
-$180,486
Net Assets
$6,750,021
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $161,977
64.0%
Sales of Assets $91,183
36.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $375,438
86.6%
Compensation of Officers* $74,865
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,750,021
Total Liabilities $0
Net Assets $6,750,021
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $69,650 $0
Nancy D Anderson (Charitable Advisor) $2,815 $0
Roger Meier (Charitable Advisor) $2,400 $0

Document Links

990-PF
Filed on April 7, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$645,629
Expenses
$414,394
Net Income
$231,235
Net Assets
$6,932,415
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $161,327
25.0%
Sales of Assets $484,302
75.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $363,183
87.6%
Compensation of Officers* $76,059
18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,932,415
Total Liabilities $0
Net Assets $6,932,415
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $69,743 $0
Nancy D Anderson (Charitable Advisor) $3,616 $0
Roger Meier (Charitable Advisor) $2,700 $0

Document Links

990-PF
Filed on April 22, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$276,397
Expenses
$267,642
Net Income
$8,755
Net Assets
$6,654,251
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $177,783
64.3%
Sales of Assets $94,900
34.3%
Other Income $3,714
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $222,800
83.2%
Compensation of Officers* $68,883
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,654,251
Total Liabilities $0
Net Assets $6,654,251

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

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

Document Links

990-PF

Primary tax return for a private foundation'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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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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