Harriet M Bundy Tr Uw Fleet Bank Na

Dallas, TX
Tax-exempt since Dec. 1900
EIN: 06-6027468

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Type of Nonprofit

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

Revenue

$238k (2025)

Expenses

$162k (2025)

Total Assets

$2.29M (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 June
2025

Revenue

$238,168

Expenses

$162,220

Net Income

$75,948

Net Assets

$2,290,421

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,761	27.6%
Sales of Assets	$172,407	72.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,390	82.8%
Compensation of Officers*	$37,936	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	$2,290,421
Total Liabilities	$0
Net Assets	$2,290,421

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$37,936	$0

990-PF

Filed on Oct. 2, 2025

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

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$77,108

Expenses

$145,545

Net Income

-$68,437

Net Assets

$2,235,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,261	75.6%
Sales of Assets	$13,145	17.0%
Other Income	$5,702	7.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,922	83.1%
Compensation of Officers*	$34,745	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,235,464
Total Liabilities	$0
Net Assets	$2,235,464

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$34,745	$0

990-PF

Filed on Sept. 25, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2023

Revenue

-$44,422

Expenses

$145,392

Net Income

-$189,814

Net Assets

$2,260,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,464
Sales of Assets	-$92,886
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,720	76.8%
Compensation of Officers*	$32,378	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,260,065
Total Liabilities	$0
Net Assets	$2,260,065

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$32,378	$0

990-PF

Filed on Sept. 29, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$490,181

Expenses

$184,437

Net Income

$305,744

Net Assets

$2,419,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,872	10.2%
Sales of Assets	$440,309	89.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,167	84.7%
Compensation of Officers*	$36,955	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,419,560
Total Liabilities	$0
Net Assets	$2,419,560

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$36,955	$0

990-PF

Filed on Oct. 31, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$190,821

Expenses

$142,460

Net Income

$48,361

Net Assets

$2,417,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,016	22.0%
Sales of Assets	$148,805	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,239	80.2%
Compensation of Officers*	$34,913	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,417,560
Total Liabilities	$1
Net Assets	$2,417,559

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$34,913	$0

990-PF

Filed on Oct. 19, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$159,520

Expenses

$134,086

Net Income

$25,434

Net Assets

$2,066,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,375	31.6%
Sales of Assets	$107,293	67.3%
Other Income	$1,852	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,843	84.2%
Compensation of Officers*	$31,571	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	$2,066,144
Total Liabilities	$1
Net Assets	$2,066,143

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$31,571	$0

990-PF

Filed on Sept. 29, 2020

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

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Schedules ▼

XML

Fiscal Year Ending June
2019

Revenue

$142,209

Expenses

$165,714

Net Income

-$23,505

Net Assets

$2,082,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,904	33.0%
Sales of Assets	$95,305	67.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,944	83.2%
Compensation of Officers*	$31,445	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,082,266
Total Liabilities	$0
Net Assets	$2,082,266

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$31,445	$0

990-PF

Filed on Sept. 25, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$221,376

Expenses

$119,311

Net Income

$102,065

Net Assets

$2,145,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,225	20.0%
Sales of Assets	$177,151	80.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,765	79.4%
Compensation of Officers*	$32,323	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,145,773
Total Liabilities	$0
Net Assets	$2,145,773

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$32,323	$0

990-PF

Filed on Aug. 29, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$94,446

Expenses

$122,998

Net Income

-$28,552

Net Assets

$2,047,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,277	47.9%
Sales of Assets	$49,169	52.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,803	82.8%
Compensation of Officers*	$30,369	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	$2,047,199
Total Liabilities	$0
Net Assets	$2,047,199

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$30,369	$0

990-PF

Filed on Aug. 31, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$25,599

Expenses

$133,351

Net Income

-$107,752

Net Assets

$2,033,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,467	> 100%
Sales of Assets	-$28,868
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,460	85.1%
Compensation of Officers*	$29,512	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,033,353
Total Liabilities	$0
Net Assets	$2,033,353

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$29,512	$0

990-PF

Filed on Aug. 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 June
2015

Revenue

$72,867

Expenses

$143,367

Net Income

-$70,500

Net Assets

$2,155,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,424	63.7%
Sales of Assets	$23,641	32.4%
Other Income	$2,802	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,093	85.2%
Compensation of Officers*	$32,782	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	$2,155,543
Total Liabilities	$0
Net Assets	$2,155,543

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$32,782	$0

990-PF

Filed on Oct. 1, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$100,474

Expenses

$138,984

Net Income

-$38,510

Net Assets

$2,178,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,267	51.0%
Sales of Assets	$49,207	49.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,983	80.6%
Compensation of Officers*	$32,639	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	$2,178,989
Total Liabilities	$0
Net Assets	$2,178,989

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$237,705

Expenses

$122,347

Net Income

$115,358

Net Assets

$2,223,075

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,745	31.0%
Sales of Assets	$164,839	69.3%
Other Income	-$879

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,098	81.8%
Compensation of Officers*	$29,637	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	$2,223,075
Total Liabilities	$0
Net Assets	$2,223,075

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$148,475

Expenses

$111,282

Net Income

$37,193

Net Assets

$2,159,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,056	38.4%
Sales of Assets	$93,291	62.8%
Other Income	-$1,872

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,749	80.7%
Compensation of Officers*	$26,623	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,159,728
Total Liabilities	$0
Net Assets	$2,159,728

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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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

Harriet M Bundy Tr Uw Fleet Bank Na

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $238k (2025)

Expenses $162k (2025)

Total Assets $2.29M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$238k (2025)

Expenses

$162k (2025)

Total Assets

$2.29M (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