Nonprofit · EIN 04-6019753
AMY MACDONNELL TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $94,347 | $61,850 | $32,497 | $857,818 | $0 | $857,818 |
| December 31, 2024 | 990-PF | $85,343 | $57,522 | $27,821 | $825,068 | $0 | $825,068 |
| December 31, 2023 | 990-PF | $28,740 | $44,283 | -$15,543 | $798,116 | $0 | $798,116 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,500
- Net gain from sales of assets
- $70,847
Expenses
- Grants and similar amounts paid
- $43,276
- Compensation of officers, directors and key employees
- $14,401
- Disbursements for charitable purposes
- $49,572
- Excise tax on investment income
- $1,161
Balance sheet and other
- Total assets, start of year
- $825,068
- Total assets, end of year
- $857,818
- Total liabilities, end of year
- $0
- Net assets, end of year
- $857,818
- Fair market value of assets
- $1,089,945
- Qualifying distributions
- $49,572
- Net investment income
- $93,995
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $14,401 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $13,588 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $12,189 |
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6019753
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $857,818
- Income (IRS master file)
- $197,394
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $94,347 | $61,850 | $857,818 | XML |
| 990-PF | December 2024 | $85,343 | $57,522 | $825,068 | XML |
| 990-PF | December 2023 | $28,740 | $44,283 | $798,116 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 04-6019753).
Questions about AMY MACDONNELL TRUST
- What is the EIN of AMY MACDONNELL TRUST?
- The employer identification number (EIN) of AMY MACDONNELL TRUST is 04-6019753.
- Is AMY MACDONNELL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to AMY MACDONNELL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AMY MACDONNELL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AMY MACDONNELL TRUST 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 AMY MACDONNELL TRUST 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 AMY MACDONNELL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,401 (BANK OF AMERICA, TRUSTEE).
- How much revenue does AMY MACDONNELL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $94,347, expenses of $61,850 and total assets of $857,818 at year end.
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