Nonprofit · EIN 04-6014549
C ALICE ROWELL BEAN TRUST 12310108
Also known as FLEET NATIONAL BANK
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $123,333 | $84,244 | $39,089 | $1,270,403 | $0 | $1,270,403 |
| November 30, 2024 | 990-PF | $58,728 | $94,326 | -$35,598 | $1,210,426 | $0 | $1,210,426 |
| November 30, 2023 | 990-PF | -$31,139 | $90,773 | -$121,912 | $1,189,757 | $0 | $1,189,757 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $38,953
- Net gain from sales of assets
- $84,380
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $27,336
- Disbursements for charitable purposes
- $64,617
- Excise tax on investment income
- $1,440
Balance sheet and other
- Total assets, start of year
- $1,210,426
- Total assets, end of year
- $1,270,403
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,270,403
- Fair market value of assets
- $1,526,127
- Qualifying distributions
- $64,617
- Net investment income
- $122,281
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 225 FRANKLIN STREET FLOOR 04, BOSTON, MA 02110 | TRUSTEE | 1 | $21,320 |
| MICHAEL G CONWAY PO BOX 1744, LOWELL, MA 018531744 | CO-TRUSTEE | 5 | $3,008 |
| JAMES C SHANNON III CPA 7 FLETCHER STREET, CHELMSFORD, MA 01824 | CO-TRUSTEE | 5 | $3,008 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 225 FRANKLIN STREET FLOOR 04, BOSTON, MA 02110 | TRUSTEE | 1 | $19,129 |
| MICHAEL G CONWAY PO BOX 1744, LOWELL, MA 018531744 | CO-TRUSTEE | 5 | $2,818 |
| JAMES C SHANNON III CPA 7 FLETCHER STREET, CHELMSFORD, MA 01824 | CO-TRUSTEE | 5 | $2,818 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 225 FRANKLIN STREET FLOOR 04, BOSTON, MA 02110 | TRUSTEE | 1 | $18,148 |
| MICHAEL G CONWAY PO BOX 1744, LOWELL, MA 018531744 | CO-TRUSTEE | 5 | $2,673 |
| JAMES C SHANNON III CPA 7 FLETCHER STREET, CHELMSFORD, MA 01824 | CO-TRUSTEE | 5 | $2,673 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET PRIVATE CLIENTS GROUP
- 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6014549
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,270,403
- Income (IRS master file)
- $271,542
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $123,333 | $84,244 | $1,270,403 | XML |
| 990-PF | November 2024 | $58,728 | $94,326 | $1,210,426 | XML |
| 990-PF | November 2023 | -$31,139 | $90,773 | $1,189,757 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 04-6014549).
Questions about C ALICE ROWELL BEAN TRUST 12310108
- What is the EIN of C ALICE ROWELL BEAN TRUST 12310108?
- The employer identification number (EIN) of C ALICE ROWELL BEAN TRUST 12310108 is 04-6014549.
- Is C ALICE ROWELL BEAN TRUST 12310108 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to C ALICE ROWELL BEAN TRUST 12310108 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does C ALICE ROWELL BEAN TRUST 12310108 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of C ALICE ROWELL BEAN TRUST 12310108 due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did C ALICE ROWELL BEAN TRUST 12310108 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of C ALICE ROWELL BEAN TRUST 12310108?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $21,320 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does C ALICE ROWELL BEAN TRUST 12310108 have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $123,333, expenses of $84,244 and total assets of $1,270,403 at year end.
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