Nonprofit · EIN 04-6016712
ANDREW B RATHBONE TRUST 3 0192058
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $68,438 | $47,597 | $20,841 | $601,496 | $0 | $601,496 |
| October 31, 2024 | 990-PF | $21,127 | $21,363 | -$236 | $584,161 | $0 | $584,161 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $16,708
- Net gain from sales of assets
- $51,730
Expenses
- Grants and similar amounts paid
- $45,917
- Compensation of officers, directors and key employees
- $440
- Disbursements for charitable purposes
- $46,128
- Excise tax on investment income
- $927
Balance sheet and other
- Total assets, start of year
- $584,161
- Total assets, end of year
- $601,496
- Total liabilities, end of year
- $0
- Net assets, end of year
- $601,496
- Fair market value of assets
- $775,734
- Qualifying distributions
- $46,128
- Net investment income
- $67,829
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $440 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $437 |
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6016712
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $601,496
- Income (IRS master file)
- $148,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $68,438 | $47,597 | $601,496 | XML |
| 990-PF | October 2024 | $21,127 | $21,363 | $584,161 | XML |
| 990-PF | October 2023 | – | – | – | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | 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 04-6016712).
Questions about ANDREW B RATHBONE TRUST 3 0192058
- What is the EIN of ANDREW B RATHBONE TRUST 3 0192058?
- The employer identification number (EIN) of ANDREW B RATHBONE TRUST 3 0192058 is 04-6016712.
- Is ANDREW B RATHBONE TRUST 3 0192058 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does ANDREW B RATHBONE TRUST 3 0192058 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANDREW B RATHBONE TRUST 3 0192058 due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANDREW B RATHBONE TRUST 3 0192058 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of ANDREW B RATHBONE TRUST 3 0192058?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $440 (BANK OF AMERICA, TRUSTEE).
- How much revenue does ANDREW B RATHBONE TRUST 3 0192058 have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $68,438, expenses of $47,597 and total assets of $601,496 at year end.
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