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Nonprofit · EIN 01-6064602

NATHANIEL WHEELER TR 01890

Tax-exempt · DALLAS, TX 75265

Financials

$22K$44K2023$73K$45K2024$76K$50K2025
Revenue Expenses · by fiscal year end
Financials of NATHANIEL WHEELER TR 01890 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$76,468$49,645$26,823$706,238$0$706,238
December 31, 2024990-PF$73,317$44,901$28,416$679,241$0$679,241
December 31, 2023990-PF$22,221$44,364-$22,143$651,428$0$651,428
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$19,463
Net gain from sales of assets
$57,005

Expenses

Grants and similar amounts paid
$32,000
Compensation of officers, directors and key employees
$11,808
Disbursements for charitable purposes
$39,332
Excise tax on investment income
$938

Balance sheet and other

Total assets, start of year
$679,241
Total assets, end of year
$706,238
Total liabilities, end of year
$0
Net assets, end of year
$706,238
Fair market value of assets
$892,777
Qualifying distributions
$39,332
Net investment income
$76,174

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$11,808
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$11,281
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$10,056

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET NATIONAL BANK
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
01-6064602
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$706,238
Income (IRS master file)
$167,933

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$76,468$49,645$706,238XML
990-PFDecember 2024$73,317$44,901$679,241XML
990-PFDecember 2023$22,221$44,364$651,428XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 01-6064602).

Questions about NATHANIEL WHEELER TR 01890

What is the EIN of NATHANIEL WHEELER TR 01890?
The employer identification number (EIN) of NATHANIEL WHEELER TR 01890 is 01-6064602.
Is NATHANIEL WHEELER TR 01890 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to NATHANIEL WHEELER TR 01890 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NATHANIEL WHEELER TR 01890 file?
Form 990-PF. Private foundations file every year.
When is the next return of NATHANIEL WHEELER TR 01890 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATHANIEL WHEELER TR 01890 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of NATHANIEL WHEELER TR 01890?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,808 (BANK OF AMERICA, TRUSTEE).
How much revenue does NATHANIEL WHEELER TR 01890 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $76,468, expenses of $49,645 and total assets of $706,238 at year end.

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