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Nonprofit · EIN 04-6008100

DANIEL HEALY TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$1K$3K2023$3K$3K2024
Revenue Expenses · by fiscal year end
Financials of DANIEL HEALY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$3,271$3,448-$177$31,061$0$31,061
September 30, 2024990-PF$1,189$3,162-$1,973$31,114$0$31,114
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$931
Net gain from sales of assets
$2,328
Other income
$12

Expenses

Grants and similar amounts paid
$1,390
Compensation of officers, directors and key employees
$553
Disbursements for charitable purposes
$2,146
Excise tax on investment income
$28

Balance sheet and other

Total assets, start of year
$31,114
Total assets, end of year
$31,061
Total liabilities, end of year
$0
Net assets, end of year
$31,061
Fair market value of assets
$41,232
Qualifying distributions
$2,146
Net investment income
$3,226

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$553
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$524

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FIRST NATIONAL BANK OF BOSTON
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
04-6008100
Exempt since
1970
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$31,061
Income (IRS master file)
$8,326

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$3,271$3,448$31,061XML
990-PFSeptember 2024$1,189$3,162$31,114XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 04-6008100).

Questions about DANIEL HEALY TRUST

What is the EIN of DANIEL HEALY TRUST?
The employer identification number (EIN) of DANIEL HEALY TRUST is 04-6008100.
Is DANIEL HEALY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does DANIEL HEALY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of DANIEL HEALY TRUST 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 DANIEL HEALY TRUST 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 DANIEL HEALY TRUST?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $553 (BANK OF AMERICA, TRUSTEE).
How much revenue does DANIEL HEALY TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $3,271, expenses of $3,448 and total assets of $31,061 at year end.

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