Nonprofit · EIN 01-6017314
SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $674,492 | $668,196 | $6,296 | $7,096,977 | $0 | $7,096,977 |
| June 30, 2024 | 990-PF | $233,932 | $327,415 | -$93,483 | $7,172,907 | $0 | $7,172,907 |
| June 30, 2023 | 990-PF | -$185,315 | $397,613 | -$582,928 | $7,115,026 | $0 | $7,115,026 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $201,797
- Net gain from sales of assets
- $472,695
Expenses
- Grants and similar amounts paid
- $565,306
- Compensation of officers, directors and key employees
- $74,217
- Disbursements for charitable purposes
- $597,416
- Excise tax on investment income
- $8,449
Balance sheet and other
- Total assets, start of year
- $7,172,907
- Total assets, end of year
- $7,096,977
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,096,977
- Fair market value of assets
- $8,773,276
- Qualifying distributions
- $597,416
- Net investment income
- $667,020
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | CO-TRUSTEE | 1 | $51,952 |
| EATON PEABODY PO BOX 1210, BANGOR, ME 04402 | CO-TRUSTEE | 10 | $22,265 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | CO-TRUSTEE | 1 | $47,601 |
| EATON PEABODY PO BOX 1210, BANGOR, ME 04402 | CO-TRUSTEE | 10 | $20,400 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | CO-TRUSTEE | 1 | $44,127 |
| EATON PEABODY PO BOX 1210, BANGOR, ME 04402 | CO-TRUSTEE | 10 | $18,972 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET TRUST CO
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-6017314
- Exempt since
- 1977
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,096,977
- Income (IRS master file)
- $1,598,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $674,492 | $668,196 | $7,096,977 | XML |
| 990-PF | June 2024 | $233,932 | $327,415 | $7,172,907 | XML |
| 990-PF | June 2023 | -$185,315 | $397,613 | $7,115,026 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-6017314).
Questions about SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE
- What is the EIN of SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE?
- The employer identification number (EIN) of SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE is 01-6017314.
- Is SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1977.
- Which annual return does SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $51,952 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does SYLVIA E ROSS TR PART I & II C/O MERCHANTS NATL BK OF BANGOR TTEE have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $674,492, expenses of $668,196 and total assets of $7,096,977 at year end.
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