Nonprofit · EIN 04-6009466
MARY P SEARS TRUST SHELLY MEMORIAL FUND
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $17,758 | $14,078 | $3,680 | $171,855 | $0 | $171,855 |
| September 30, 2024 | 990-PF | $6,370 | $11,452 | -$5,082 | $167,209 | $0 | $167,209 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $4,952
- Net gain from sales of assets
- $12,806
Expenses
- Grants and similar amounts paid
- $9,500
- Compensation of officers, directors and key employees
- $2,815
- Disbursements for charitable purposes
- $11,161
- Excise tax on investment income
- $205
Balance sheet and other
- Total assets, start of year
- $167,209
- Total assets, end of year
- $171,855
- Total liabilities, end of year
- $0
- Net assets, end of year
- $171,855
- Fair market value of assets
- $223,639
- Qualifying distributions
- $11,161
- Net investment income
- $17,582
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 | $2,815 |
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 | $2,600 |
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6009466
- Exempt since
- 1970
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $171,855
- Income (IRS master file)
- $41,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $17,758 | $14,078 | $171,855 | XML |
| 990-PF | September 2024 | $6,370 | $11,452 | $167,209 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 04-6009466).
Questions about MARY P SEARS TRUST SHELLY MEMORIAL FUND
- What is the EIN of MARY P SEARS TRUST SHELLY MEMORIAL FUND?
- The employer identification number (EIN) of MARY P SEARS TRUST SHELLY MEMORIAL FUND is 04-6009466.
- Is MARY P SEARS TRUST SHELLY MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does MARY P SEARS TRUST SHELLY MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY P SEARS TRUST SHELLY MEMORIAL FUND 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 MARY P SEARS TRUST SHELLY MEMORIAL FUND 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 MARY P SEARS TRUST SHELLY MEMORIAL FUND?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,815 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MARY P SEARS TRUST SHELLY MEMORIAL FUND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $17,758, expenses of $14,078 and total assets of $171,855 at year end.
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