AUMdb

Koonce Family Foundation Tr

EIN 766211703 · 501(c)(3) · Private foundation · Dallas, TX · recognized 2005

Assets
$28.9M
Revenue
$1.1M
Expenses
$1.3M
Investment income
$547K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Bank Of America N A Agent for fiduciary $127,391 $0
K Terry Koonce Trustee $0 $0
Kelly M Koonce Trustee $0 $0
Kimberly Koonce Trustee $0 $0
Kenneth T Koonce Trustee $0 $0
Diana Koonce Walla Trustee $0 $0
Richard E Walla Trustee $0 $0