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Nonprofit · EIN 04-6017066

JAMES SPOONER TRUST

Also known as PLYMOUTH HOME NATIONAL BANK TR

Tax-exempt · DALLAS, TX 75265

Financials

$90K$60K2024
Revenue Expenses · by fiscal year end
Financials of JAMES SPOONER TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$90,206$59,668$30,538$809,541$0$809,541
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$24,814
Net gain from sales of assets
$65,392

Expenses

Grants and similar amounts paid
$44,408
Compensation of officers, directors and key employees
$12,226
Disbursements for charitable purposes
$50,034
Excise tax on investment income
$1,117

Balance sheet and other

Total assets, start of year
$782,858
Total assets, end of year
$809,541
Total liabilities, end of year
$0
Net assets, end of year
$809,541
Fair market value of assets
$1,023,287
Qualifying distributions
$50,034
Net investment income
$89,473

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$12,226

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
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 yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
04-6017066
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
1993
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$809,541
Income (IRS master file)
$195,078

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025–––IRS
990-PFOctober 2024–––IRS
990-PFOctober 2023–––IRS
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about JAMES SPOONER TRUST

What is the EIN of JAMES SPOONER TRUST?
The employer identification number (EIN) of JAMES SPOONER TRUST is 04-6017066.
Is JAMES SPOONER TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to JAMES SPOONER TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES SPOONER TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES SPOONER TRUST 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 JAMES SPOONER TRUST 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 JAMES SPOONER TRUST?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,226 (BANK OF AMERICA, TRUSTEE).
How much revenue does JAMES SPOONER TRUST have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $90,206, expenses of $59,668 and total assets of $809,541 at year end.

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