Nonprofit · EIN 01-6070903
JOHN LOUIS ALHEIM TR UA
Also known as FLEET INVESTMENT SERVICES
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $40,071 | $29,859 | $10,212 | $407,435 | $0 | $407,435 |
| September 30, 2024 | 990-PF | $14,562 | $26,068 | -$11,506 | $397,104 | $0 | $397,104 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $11,540
- Net gain from sales of assets
- $28,531
Expenses
- Grants and similar amounts paid
- $23,511
- Compensation of officers, directors and key employees
- $3,869
- Disbursements for charitable purposes
- $25,559
- Excise tax on investment income
- $500
Balance sheet and other
- Total assets, start of year
- $397,105
- Total assets, end of year
- $407,435
- Total liabilities, end of year
- $0
- Net assets, end of year
- $407,435
- Fair market value of assets
- $531,533
- Qualifying distributions
- $25,559
- Net investment income
- $39,650
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $3,869 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $3,558 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % CHARITABLE TAX DEPT
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 01-6070903
- 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
- 1991
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $407,435
- Income (IRS master file)
- $97,449
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $40,071 | $29,859 | $407,435 | XML |
| 990-PF | September 2024 | $14,562 | $26,068 | $397,104 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 01-6070903).
Questions about JOHN LOUIS ALHEIM TR UA
- What is the EIN of JOHN LOUIS ALHEIM TR UA?
- The employer identification number (EIN) of JOHN LOUIS ALHEIM TR UA is 01-6070903.
- Is JOHN LOUIS ALHEIM TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to JOHN LOUIS ALHEIM TR UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN LOUIS ALHEIM TR UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN LOUIS ALHEIM TR UA due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN LOUIS ALHEIM TR UA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOHN LOUIS ALHEIM TR UA?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,869 (BANK OF AMERICA, TRUSTEE).
- How much revenue does JOHN LOUIS ALHEIM TR UA have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $40,071, expenses of $29,859 and total assets of $407,435 at year end.
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