Trust U W Of J B Ohara

Dallas, TX
Tax-exempt since Feb. 1976
EIN: 75-6224893

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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

$3.74M (2024)

Expenses

$1.89M (2024)

Total Assets

$36.8M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Years with multiple filings

Source: Form 990 tax filings from 2012 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

Revenue

$3,743,774

Expenses

$1,892,642

Net Income

$1,851,132

Net Assets

$36,783,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$933,811	24.9%
Sales of Assets	$2,809,910	75.1%
Other Income	$53	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,616,328	85.4%
Compensation of Officers*	$202,174	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,783,205
Total Liabilities	$0
Net Assets	$36,783,205

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$202,174	$0
John S Griswold Jr (Committee Member)	$0	$0
Clint Murchison Iii (Committee Member)	$0	$0
James L Newland (Committee Member)	$0	$0
Tom Yarboro (Committee Member)	$0	$0
James Clark (Committee Member)	$0	$0
Karen Noseff Aldridge (Committee Member)	$0	$0

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990-PF

Filed on Sept. 23, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,058,935

Expenses

$2,123,563

Net Income

-$1,064,628

Net Assets

$34,937,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$738,458	69.7%
Sales of Assets	$318,938	30.1%
Other Income	$1,539	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,983,362	93.4%
Compensation of Officers*	$141,123	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,937,649
Total Liabilities	$0
Net Assets	$34,937,649

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$141,123	$0
John S Griswold Jr (Committee Member)	$0	$0
Clint Murchison Iii (Committee Member)	$0	$0
James L Newland (Committee Member)	$0	$0
Tom Yarboro (Committee Member)	$0	$0
James Clark (Committee Member)	$0	$0
Angela Santone (Committee Member)	$0	$0

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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 March
2023

Revenue

-$151,126

Expenses

$2,104,259

Net Income

-$2,255,385

Net Assets

$35,995,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$842,476
Sales of Assets	-$994,521
Other Income	$919

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,902,498	90.4%
Compensation of Officers*	$183,298	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,995,880
Total Liabilities	$0
Net Assets	$35,995,880

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$183,298	$0
John S Griswold Jr (Committee Member)	$0	$0
Clint Murchison Iii (Committee Member)	$0	$0
James L Newland (Committee Member)	$0	$0
Tom Yarboro (Committee Member)	$0	$0
James Clark (Committee Member)	$0	$0
Angela Santone (Committee Member)	$0	$0

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990-PF

Filed on Aug. 1, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2022

Revenue

$2,024,131

Expenses

$1,954,597

Net Income

$69,534

Net Assets

$37,870,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$682,636	33.7%
Sales of Assets	$1,341,067	66.3%
Other Income	$428	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,689,671	86.4%
Compensation of Officers*	$200,127	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	$37,870,054
Total Liabilities	$0
Net Assets	$37,870,054

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$200,127	$0
John S Griswold Jr (Committee Member)	$0	$0
Clint Murchison Iii (Committee Member)	$0	$0
Gary J Fernandes (Committee Member)	$0	$0
James L Newland (Committee Member)	$0	$0
Tom Yarboro (Committee Member)	$0	$0
T R Cain (Committee Member)	$0	$0
Moore Gates Jr (Committee Member)	$0	$0
James Clark (Committee Member)	$0	$0

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990-PF

Filed on Aug. 1, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2021

Revenue

$8,183,762

Expenses

$1,895,035

Net Income

$6,288,727

Net Assets

$37,914,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$593,930	7.3%
Sales of Assets	$7,589,832	92.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,652,432	87.2%
Compensation of Officers*	$171,478	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	$37,914,669
Total Liabilities	$1
Net Assets	$37,914,668

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$171,478	$0
John S Griswold Jr (Committee Member)	$0	$0
Clint Murchison Iii (Committee Member)	$0	$0
Gary J Fernandes (Committee Member)	$0	$0
James L Newland (Committee Member)	$0	$0
Tom Yarboro (Committee Member)	$0	$0
Angela Santone (Committee Member)	$0	$0

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990-PF

Filed on July 20, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2020

Revenue

$1,143,250

Expenses

$1,811,211

Net Income

-$667,961

Net Assets

$31,529,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$801,700	70.1%
Sales of Assets	$341,550	29.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,625,260	89.7%
Compensation of Officers*	$169,136	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,529,172
Total Liabilities	$0
Net Assets	$31,529,172

990-PF

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

PDF

Fiscal Year Ending March
2019

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 March
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 March
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 March
2016

Revenue

$2,286,901

Expenses

$1,811,728

Net Income

$475,173

Net Assets

$33,121,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$855,899	37.4%
Sales of Assets	$1,430,889	62.6%
Other Income	$113	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,575,809	87.0%
Compensation of Officers*	$155,416	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,121,076
Total Liabilities	$0
Net Assets	$33,121,076

990-PF

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

PDF

Fiscal Year Ending March
2015

Revenue

$2,742,323

Expenses

$1,687,732

Net Income

$1,054,591

Net Assets

$32,715,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$718,291	26.2%
Sales of Assets	$2,024,032	73.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,486,137	88.1%
Compensation of Officers*	$167,311	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	$32,715,170
Total Liabilities	$0
Net Assets	$32,715,170

990-PF

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

PDF

Fiscal Year Ending March
2014

Revenue

$5,915,026

Expenses

$1,688,089

Net Income

$4,226,937

Net Assets

$31,397,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$726,934	12.3%
Sales of Assets	$5,187,446	87.7%
Other Income	$646	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,383,337	81.9%
Compensation of Officers*	$151,392	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	$31,397,469
Total Liabilities	$0
Net Assets	$31,397,469

990-PF

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

PDF

Fiscal Year Ending March
2013

Revenue

$1,937,924

Expenses

$1,494,990

Net Income

$442,934

Net Assets

$27,162,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$763,521	39.4%
Sales of Assets	$1,174,361	60.6%
Other Income	$42	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,318,928	88.2%
Compensation of Officers*	$134,201	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	$27,162,604
Total Liabilities	$0
Net Assets	$27,162,604

990-PF

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

PDF

Fiscal Year Ending March
2012

Revenue

$1,316,234

Expenses

$1,465,398

Net Income

-$149,164

Net Assets

$26,727,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$914,247	69.5%
Sales of Assets	$374,531	28.5%
Other Income	$27,456	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,281,984	87.5%
Compensation of Officers*	$80,913	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,727,221
Total Liabilities	$0
Net Assets	$26,727,221

990-PF

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

PDF

Fiscal Year Ending March
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 March
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 March
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 March
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 March
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 March
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 March
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 March
2004

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 March
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 »

Get the Data

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 March 23, 2026

Trust U W Of J B Ohara

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.74M (2024)

Expenses $1.89M (2024)

Total Assets $36.8M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$3.74M (2024)

Expenses

$1.89M (2024)

Total Assets

$36.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending March
2023

Fiscal Year Ending March
2022

Fiscal Year Ending March
2021

Fiscal Year Ending March
2020

Fiscal Year Ending March
2019

Fiscal Year Ending March
2018

Fiscal Year Ending March
2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

Fiscal Year Ending March
2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011

Fiscal Year Ending March
2010

Fiscal Year Ending March
2009

Fiscal Year Ending March
2008

Fiscal Year Ending March
2007

Fiscal Year Ending March
2006

Fiscal Year Ending March
2005

Fiscal Year Ending March
2004

Fiscal Year Ending March
2003