Skip to main content

Nonprofit · EIN 04-6011097

GEORGE W P MAGEE TRUST 1-07438-0

Tax-exempt · DALLAS, TX 75265

Financials

−$71K$501K2022$227K$478K2023$810K$499K2024
Revenue Expenses · by fiscal year end
Financials of GEORGE W P MAGEE TRUST 1-07438-0 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$810,453$498,946$311,507$7,566,125$0$7,566,125
September 30, 2024990-PF$227,107$477,536-$250,429$7,225,359$0$7,225,359
September 30, 2023990-PF-$70,684$500,830-$571,514$7,251,374$0$7,251,374
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$201,931
Net gain from sales of assets
$607,900
Other income
$622

Expenses

Grants and similar amounts paid
$352,500
Compensation of officers, directors and key employees
$90,682
Disbursements for charitable purposes
$418,493
Excise tax on investment income
$10,246

Balance sheet and other

Total assets, start of year
$7,225,359
Total assets, end of year
$7,566,125
Total liabilities, end of year
$0
Net assets, end of year
$7,566,125
Fair market value of assets
$9,693,621
Qualifying distributions
$418,493
Net investment income
$802,626

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$90,682
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$86,450
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$79,687

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANKBOSTON N A
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
04-6011097
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$7,566,125
Income (IRS master file)
$1,961,484

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$810,453$498,946$7,566,125XML
990-PFSeptember 2024$227,107$477,536$7,225,359XML
990-PFSeptember 2023-$70,684$500,830$7,251,374XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 04-6011097).

Questions about GEORGE W P MAGEE TRUST 1-07438-0

What is the EIN of GEORGE W P MAGEE TRUST 1-07438-0?
The employer identification number (EIN) of GEORGE W P MAGEE TRUST 1-07438-0 is 04-6011097.
Is GEORGE W P MAGEE TRUST 1-07438-0 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does GEORGE W P MAGEE TRUST 1-07438-0 file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE W P MAGEE TRUST 1-07438-0 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 GEORGE W P MAGEE TRUST 1-07438-0 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 GEORGE W P MAGEE TRUST 1-07438-0?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $90,682 (BANK OF AMERICA, TRUSTEE).
How much revenue does GEORGE W P MAGEE TRUST 1-07438-0 have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $810,453, expenses of $498,946 and total assets of $7,566,125 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas