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Nonprofit · EIN 04-6009406

SAINT MONICAS HOME TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$5K$9K2023$16K$7K2024
Revenue Expenses · by fiscal year end
Financials of SAINT MONICAS HOME TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$15,882$7,121$8,761$155,855$0$155,855
September 30, 2024990-PF$5,144$8,945-$3,801$149,742$0$149,742
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$4,322
Net gain from sales of assets
$11,560

Expenses

Grants and similar amounts paid
$6,015
Compensation of officers, directors and key employees
$770
Disbursements for charitable purposes
$6,358
Excise tax on investment income
$209

Balance sheet and other

Total assets, start of year
$149,742
Total assets, end of year
$155,855
Total liabilities, end of year
$0
Net assets, end of year
$155,855
Fair market value of assets
$202,403
Qualifying distributions
$6,358
Net investment income
$15,722

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$770
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$706

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 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
04-6009406
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$155,855
Income (IRS master file)
$40,601

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$15,882$7,121$155,855XML
990-PFSeptember 2024$5,144$8,945$149,742XML
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 04-6009406).

Questions about SAINT MONICAS HOME TRUST

What is the EIN of SAINT MONICAS HOME TRUST?
The employer identification number (EIN) of SAINT MONICAS HOME TRUST is 04-6009406.
Is SAINT MONICAS HOME TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does SAINT MONICAS HOME TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SAINT MONICAS HOME 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 SAINT MONICAS HOME 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 SAINT MONICAS HOME TRUST?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $770 (BANK OF AMERICA, TRUSTEE).
How much revenue does SAINT MONICAS HOME TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $15,882, expenses of $7,121 and total assets of $155,855 at year end.

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