Nonprofit · EIN 01-6040690
ELIZABETH MEANS TRUST UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $130,798 | $58,292 | $72,506 | $883,287 | $0 | $883,287 |
| April 30, 2025 | 990-PF | $73,300 | $55,744 | $17,556 | $783,667 | $0 | $783,667 |
| April 30, 2024 | 990-PF | $30,278 | $50,623 | -$20,345 | $770,516 | $0 | $770,516 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $22,567
- Net gain from sales of assets
- $108,231
Expenses
- Grants and similar amounts paid
- $39,150
- Compensation of officers, directors and key employees
- $14,545
- Disbursements for charitable purposes
- $45,468
- Excise tax on investment income
- $1,667
Balance sheet and other
- Total assets, start of year
- $783,667
- Total assets, end of year
- $883,287
- Total liabilities, end of year
- $0
- Net assets, end of year
- $883,287
- Fair market value of assets
- $1,094,094
- Qualifying distributions
- $45,468
- Net investment income
- $130,438
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $14,545 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $13,549 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $12,304 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % MERRILL TRUST CO TR
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 01-6040690
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1970
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $883,287
- Income (IRS master file)
- $295,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $130,798 | $58,292 | $883,287 | XML |
| 990-PF | April 2025 | $73,300 | $55,744 | $783,667 | XML |
| 990-PF | April 2024 | $30,278 | $50,623 | $770,516 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | 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 01-6040690).
Questions about ELIZABETH MEANS TRUST UW
- What is the EIN of ELIZABETH MEANS TRUST UW?
- The employer identification number (EIN) of ELIZABETH MEANS TRUST UW is 01-6040690.
- Is ELIZABETH MEANS TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Which annual return does ELIZABETH MEANS TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH MEANS TRUST UW due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELIZABETH MEANS TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of ELIZABETH MEANS TRUST UW?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $14,545 (BANK OF AMERICA, TRUSTEE).
- How much revenue does ELIZABETH MEANS TRUST UW have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $130,798, expenses of $58,292 and total assets of $883,287 at year end.
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