Nonprofit · EIN 04-6012091
EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $161,297 | $210,198 | -$48,901 | $2,607,857 | $0 | $2,607,857 |
| September 30, 2024 | 990-PF | $84,775 | $186,200 | -$101,425 | $2,653,439 | $0 | $2,653,439 |
| September 30, 2023 | 990-PF | $440,298 | $157,564 | $282,734 | $2,731,991 | $0 | $2,731,991 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $67,960
- Net gain from sales of assets
- $89,191
- Other income
- $4,146
Expenses
- Grants and similar amounts paid
- $163,480
- Compensation of officers, directors and key employees
- $43,506
- Disbursements for charitable purposes
- $181,417
- Excise tax on investment income
- $1,784
Balance sheet and other
- Total assets, start of year
- $2,653,439
- Total assets, end of year
- $2,607,857
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,607,857
- Fair market value of assets
- $3,706,427
- Qualifying distributions
- $181,417
- Net investment income
- $157,151
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 | $43,506 |
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 | $39,947 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $36,809 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % 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
- 04-6012091
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,607,857
- Income (IRS master file)
- $161,297
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $161,297 | $210,198 | $2,607,857 | XML |
| 990-PF | September 2024 | $84,775 | $186,200 | $2,653,439 | XML |
| 990-PF | September 2023 | $440,298 | $157,564 | $2,731,991 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 04-6012091).
Questions about EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958
- What is the EIN of EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958?
- The employer identification number (EIN) of EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958 is 04-6012091.
- Is EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958 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 EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958 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 EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $43,506 (BANK OF AMERICA, TRUSTEE).
- How much revenue does EARLE P CHARLTON TR UM 609245 CHARLTON CHAR TR NEW CARD FOR 1958 have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $161,297, expenses of $210,198 and total assets of $2,607,857 at year end.
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