Rb Lee Trust Uw FY2023 filing

Tax-deductible

Dallas, TX501(c)(3)EIN 59-6499563Revenue −$10K in FY2023

On file with the IRSPo Box 653067, 75265-3067 · Dallas, TXTax-exempt since Feb 1975Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

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FY2023 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990-PF
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $9K a year · 25% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
9 mo
of spending, in cash
Looks good: 8.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
−$10K
-111% vs prior year
Spent
$27K
Net assets
$409K
By yearFY2021–FY2026
Revenue
−$10K
FY2023▼ -111%
Tap a bar for its year
Revenue by fiscal year
FY2021$27K
FY2022$85K
FY2023−$10K
FY2024$11K
FY2025$39K
FY2026$59K
Expenses
$27K
FY2023▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2021$23K
FY2022$30K
FY2023$27K
FY2024$29K
FY2025$27K
FY2026$24K
Net assets
$409K
FY2023▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2021$393K
FY2022$447K
FY2023$409K
FY2024$391K
FY2025$404K
FY2026$428K

From the FY2023 Form 990 (year ending January 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Feb 1975.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 65% · $17K Operating & administrative 35% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2026FY2025
Bank of America$6,485$6,098

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Programs and updates

A private foundation based in Dallas, TX.

Questions for Rb Lee Trust Uw

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 6 grants · $15K · 2025–2025
Eckerd CollegeFY2025$2,522
All Children's HospitalFY2025$2,522
American National Red CrossFY2025$2,522
American Heart AssociationFY2025$2,522
American Cancer Society INCFY2025$2,522
Metropolitan Opera AssociationFY2025$2,522

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$3K
Median grantPart XV$3K
Largest grantPart XV$3K

By the numbers

The FY2023 990-PF, line by line.

1The main four
Money in
−$10K
Money out
$27K
Grants paid$17K
Running costs$9K
Owns and owes
$409K
net assets
Cash and savings$19K
Total assets$409K
Liabilities$0
2In more detail
Revenue in detail
Total revenue−$10K
Assets in detailEnd of year
Cash and savings together$19K
Total assets$409K
Liabilities$0
Net assets$409K
Operations
Fiscal year endsJanuary

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $59K$24K$35K$428K 990 PDF
FY2025 $39K$27K$13K$404K 990 PDF
FY2024 $11K$29K−$18K$391K 990 PDF
FY2023 Viewing −$10K$27K−$36K$409K 990 PDF
FY2022 $85K$30K$56K$447K 990 PDF
FY2021 $27K$23K$4K$393K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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