Nonprofit · EIN 04-6020389
TRUST U/WILL LIZZIE MCCLURE BIRD
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $750,706 | $270,458 | $480,248 | $5,308,028 | $0 | $5,308,028 |
| February 28, 2025 | 990-PF | $448,595 | $255,788 | $192,807 | $4,691,836 | $0 | $4,691,836 |
| February 29, 2024 | 990-PF | $152,087 | $223,759 | -$71,672 | $4,479,515 | $0 | $4,479,515 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $133,488
- Net gain from sales of assets
- $617,218
Expenses
- Grants and similar amounts paid
- $198,727
- Compensation of officers, directors and key employees
- $59,435
- Disbursements for charitable purposes
- $223,821
- Excise tax on investment income
- $9,816
Balance sheet and other
- Total assets, start of year
- $4,691,836
- Total assets, end of year
- $5,308,028
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,308,028
- Fair market value of assets
- $6,434,805
- Qualifying distributions
- $223,821
- Net investment income
- $748,637
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $59,435 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $55,365 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $49,050 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA TRUSTEE
- 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6020389
- Exempt since
- 1970
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,308,028
- Income (IRS master file)
- $1,731,185
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $750,706 | $270,458 | $5,308,028 | XML |
| 990-PF | February 2025 | $448,595 | $255,788 | $4,691,836 | IRS |
| 990-PF | February 2024 | $152,087 | $223,759 | $4,479,515 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 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 04-6020389).
Questions about TRUST U/WILL LIZZIE MCCLURE BIRD
- What is the EIN of TRUST U/WILL LIZZIE MCCLURE BIRD?
- The employer identification number (EIN) of TRUST U/WILL LIZZIE MCCLURE BIRD is 04-6020389.
- Is TRUST U/WILL LIZZIE MCCLURE BIRD tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does TRUST U/WILL LIZZIE MCCLURE BIRD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST U/WILL LIZZIE MCCLURE BIRD due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST U/WILL LIZZIE MCCLURE BIRD last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of TRUST U/WILL LIZZIE MCCLURE BIRD?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $59,435 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TRUST U/WILL LIZZIE MCCLURE BIRD have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $750,706, expenses of $270,458 and total assets of $5,308,028 at year end.
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