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Nonprofit · EIN 04-6008295

ESTHER WOODBERRY BARRETT FUND TR

Tax-exempt · DALLAS, TX 75265

Financials

$25K$47K2023$71K$54K2024
Revenue Expenses · by fiscal year end
Financials of ESTHER WOODBERRY BARRETT FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$70,916$54,198$16,718$703,635$0$703,635
September 30, 2024990-PF$25,220$47,266-$22,046$684,301$0$684,301
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$19,912
Net gain from sales of assets
$51,004

Expenses

Grants and similar amounts paid
$39,274
Compensation of officers, directors and key employees
$12,092
Disbursements for charitable purposes
$44,646
Excise tax on investment income
$847

Balance sheet and other

Total assets, start of year
$684,301
Total assets, end of year
$703,635
Total liabilities, end of year
$0
Net assets, end of year
$703,635
Fair market value of assets
$925,682
Qualifying distributions
$44,646
Net investment income
$70,188

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$12,092
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$11,173

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% PRIVATE BANK TAX SERVICES
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 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
04-6008295
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$703,635
Income (IRS master file)
$173,150

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$70,916$54,198$703,635XML
990-PFSeptember 2024$25,220$47,266$684,301XML
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 04-6008295).

Questions about ESTHER WOODBERRY BARRETT FUND TR

What is the EIN of ESTHER WOODBERRY BARRETT FUND TR?
The employer identification number (EIN) of ESTHER WOODBERRY BARRETT FUND TR is 04-6008295.
Is ESTHER WOODBERRY BARRETT FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ESTHER WOODBERRY BARRETT FUND TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ESTHER WOODBERRY BARRETT FUND TR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ESTHER WOODBERRY BARRETT FUND 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 ESTHER WOODBERRY BARRETT FUND TR?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,092 (BANK OF AMERICA, TRUSTEE).
How much revenue does ESTHER WOODBERRY BARRETT FUND TR have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $70,916, expenses of $54,198 and total assets of $703,635 at year end.

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