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Nonprofit · EIN 04-6008056

UNITED STATE NAVAL ACADEMY TR

Also known as FLEET NATIONAL BANK

Tax-exempt · DALLAS, TX 75265

Financials

$10K$5K2024
Revenue Expenses · by fiscal year end
Financials of UNITED STATE NAVAL ACADEMY TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$10,238$4,711$5,527$47,116$0$47,116
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$1,806
Net gain from sales of assets
$8,432

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$461
Disbursements for charitable purposes
$1,720
Excise tax on investment income
$106

Balance sheet and other

Total assets, start of year
$41,345
Total assets, end of year
$47,116
Total liabilities, end of year
$0
Net assets, end of year
$47,116
Fair market value of assets
$47,116
Qualifying distributions
$1,720
Net investment income
$10,194

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$461

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
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 yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
04-6008056
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$47,116
Income (IRS master file)
$54,768

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025–––IRS
990-PFSeptember 2024$1,636$3,641$41,344IRS
990-PFSeptember 2023-$266$3,606$42,016IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about UNITED STATE NAVAL ACADEMY TR

What is the EIN of UNITED STATE NAVAL ACADEMY TR?
The employer identification number (EIN) of UNITED STATE NAVAL ACADEMY TR is 04-6008056.
Is UNITED STATE NAVAL ACADEMY TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Which annual return does UNITED STATE NAVAL ACADEMY TR file?
Form 990-PF. Private foundations file every year.
When is the next return of UNITED STATE NAVAL ACADEMY TR 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 UNITED STATE NAVAL ACADEMY TR 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 UNITED STATE NAVAL ACADEMY TR?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $461 (BANK OF AMERICA, TRUSTEE).
How much revenue does UNITED STATE NAVAL ACADEMY TR have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $10,238, expenses of $4,711 and total assets of $47,116 at year end.

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