Willis & Emma Oconnor Charitable Foundation

Dallas, TX
Tax-exempt since Feb. 1993
EIN: 41-6345997

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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.

Donations to this organization are tax deductible.

Revenue

$42.3k (2024)

Expenses

$43.5k (2024)

Total Assets

$493k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 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 Nov.
2024

Revenue

$42,275

Expenses

$43,498

Net Income

-$1,223

Net Assets

$492,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,142	45.3%
Sales of Assets	$23,133	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,561	81.8%
Compensation of Officers*	$10,795	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$492,623
Total Liabilities	$0
Net Assets	$492,623

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$10,795	$0
Robert W O'connor (Co Trustee)	$0	$0
Monica Halas (Co Trustee)	$0	$0
Emma G H Alas Oconnor (Co Trustee)	$0	$0
Geneve Allison (Co Trustee)	$0	$0

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990-PF

Filed on Jan. 30, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$37,267

Expenses

$45,659

Net Income

-$8,392

Net Assets

$493,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,721	52.9%
Sales of Assets	$17,546	47.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,029	83.3%
Compensation of Officers*	$9,159	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,846
Total Liabilities	$0
Net Assets	$493,846

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$9,159	$0
Robert W O'connor (Co Trustee)	$0	$0
Monica Halas (Co Trustee)	$0	$0
Emma G H Alas Oconnor (Co Trustee)	$0	$0
Geneve Allison (Co Trustee)	$0	$0

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990-PF

Filed on March 30, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$45,994

Expenses

$50,044

Net Income

-$4,050

Net Assets

$502,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,551	42.5%
Sales of Assets	$26,443	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,084	84.1%
Compensation of Officers*	$9,749	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$502,238
Total Liabilities	$0
Net Assets	$502,238

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$9,749	$0
Robert W O'connor (Co Trustee)	$0	$0
Monica Halas (Co Trustee)	$0	$0
Emma G H Alas Oconnor (Co Trustee)	$0	$0
Geneve Allison (Co Trustee)	$0	$0

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990-PF

Filed on March 1, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$37,439

Expenses

$43,692

Net Income

-$6,253

Net Assets

$506,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,109	40.4%
Sales of Assets	$21,382	57.1%
Other Income	$948	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,949	82.3%
Compensation of Officers*	$11,105	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$506,288
Total Liabilities	$0
Net Assets	$506,288

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$11,105	$0
Robert W O'connor (Co Trustee)	$0	$0
Monica Halas (Co Trustee)	$0	$0

990-PF

Filed on March 21, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$11,583

Expenses

$42,212

Net Income

-$30,629

Net Assets

$512,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,537	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,582	84.3%
Compensation of Officers*	$8,935	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$512,541
Total Liabilities	$1
Net Assets	$512,540

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$8,935	$0
Robert W O'connor (Co Trustee)	$0	$0
Monica Halas (Co Trustee)	$0	$0

990-PF

Filed on Feb. 26, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$32,705

Expenses

$42,154

Net Income

-$9,449

Net Assets

$543,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,520	59.7%
Sales of Assets	$13,185	40.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,150	83.4%
Compensation of Officers*	$9,029	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$543,172
Total Liabilities	$1
Net Assets	$543,171

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Agent For Fiduciary)	$9,029	$0
Robert W O'connor (Trustee)	$0	$0

990-PF

Filed on Oct. 2, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2018

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 Nov.
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 Nov.
2016

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 Nov.
2015

Revenue

$253,157

Expenses

$39,490

Net Income

$213,667

Net Assets

$443,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,666	6.6%
Sales of Assets	$236,491	93.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,482	84.8%
Compensation of Officers*	$8,178	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$443,758
Total Liabilities	$0
Net Assets	$443,758

990-PF

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

PDF

Fiscal Year Ending Nov.
2014

Revenue

$29,345

Expenses

$37,274

Net Income

-$7,929

Net Assets

$230,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,657	63.6%
Sales of Assets	$10,688	36.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,736	85.1%
Compensation of Officers*	$8,073	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	$230,091
Total Liabilities	$0
Net Assets	$230,091

990-PF

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

PDF

Fiscal Year Ending Nov.
2013

Revenue

$16,087

Expenses

$35,767

Net Income

-$19,680

Net Assets

$238,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,858	> 100%
Sales of Assets	$0
Other Income	$243	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,635	85.7%
Compensation of Officers*	$7,275	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	$238,020
Total Liabilities	$0
Net Assets	$238,020

990-PF

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

PDF

Fiscal Year Ending Nov.
2012

Revenue

$20,163

Expenses

$30,653

Net Income

-$10,490

Net Assets

$257,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,739	73.1%
Sales of Assets	$5,424	26.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,558	83.4%
Compensation of Officers*	$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	$257,698
Total Liabilities	$0
Net Assets	$257,698

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$24,208

Expenses

$29,803

Net Income

-$5,595

Net Assets

$267,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,754	60.9%
Sales of Assets	$9,454	39.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,585	85.8%
Compensation of Officers*	$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	$267,885
Total Liabilities	$0
Net Assets	$267,885

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.

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Types of Nonprofits

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Updated March 23, 2026

Willis & Emma Oconnor Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $42.3k (2024)

Expenses $43.5k (2024)

Total Assets $493k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$42.3k (2024)

Expenses

$43.5k (2024)

Total Assets

$493k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

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2003

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2002

Fiscal Year Ending Nov.
2001