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Nonprofit · EIN 04-6018804

FRANK E WHEELER TRUST UW 59-7082506 FBO

Also known as COMMUNITY CHEST

Tax-exempt · DALLAS, TX 75265

Financials

$19K$31K2023$62K$41K2024$65K$44K2025
Revenue Expenses · by fiscal year end
Financials of FRANK E WHEELER TRUST UW 59-7082506 FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$65,038$44,141$20,897$603,314$0$603,314
December 31, 2024990-PF$62,266$41,128$21,138$582,233$0$582,233
December 31, 2023990-PF$19,492$31,459-$11,967$561,714$0$561,714
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$16,627
Net gain from sales of assets
$48,411

Expenses

Grants and similar amounts paid
$30,361
Compensation of officers, directors and key employees
$10,195
Disbursements for charitable purposes
$35,174
Excise tax on investment income
$795

Balance sheet and other

Total assets, start of year
$582,233
Total assets, end of year
$603,314
Total liabilities, end of year
$0
Net assets, end of year
$603,314
Fair market value of assets
$765,684
Qualifying distributions
$35,174
Net investment income
$64,793

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST FL 5, PROVIDENCE, RI 02903
UNDER TRUSTEE1$10,195
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST FL 5, PROVIDENCE, RI 02903
UNDER TRUSTEE1$9,653
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST FL 5, PROVIDENCE, RI 02903
UNDER TRUSTEE1$8,610

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6018804
Exempt since
1972
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$603,314
Income (IRS master file)
$143,288

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$65,038$44,141$603,314XML
990-PFDecember 2024$62,266$41,128$582,233XML
990-PFDecember 2023$19,492$31,459$561,714XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 04-6018804).

Questions about FRANK E WHEELER TRUST UW 59-7082506 FBO

What is the EIN of FRANK E WHEELER TRUST UW 59-7082506 FBO?
The employer identification number (EIN) of FRANK E WHEELER TRUST UW 59-7082506 FBO is 04-6018804.
Is FRANK E WHEELER TRUST UW 59-7082506 FBO tax-exempt?
Yes. The IRS lists it as tax-exempt since 1972.
Which annual return does FRANK E WHEELER TRUST UW 59-7082506 FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANK E WHEELER TRUST UW 59-7082506 FBO due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRANK E WHEELER TRUST UW 59-7082506 FBO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of FRANK E WHEELER TRUST UW 59-7082506 FBO?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,195 (BANK OF AMERICA N A, UNDER TRUSTEE).
How much revenue does FRANK E WHEELER TRUST UW 59-7082506 FBO have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,038, expenses of $44,141 and total assets of $603,314 at year end.

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