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Nonprofit · EIN 04-6024320

LEWIS N GILBERT TRUST UW 1 20224 06 FBO

Also known as LANE HOSPITAL

Tax-exempt · DALLAS, TX 75265

Financials

$203K$308K2023$668K$161K2024
Revenue Expenses · by fiscal year end
Financials of LEWIS N GILBERT TRUST UW 1 20224 06 FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$668,093$161,015$507,078$7,085,445$0$7,085,445
August 31, 2024990-PF$203,090$308,124-$105,034$6,588,630$0$6,588,630
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$196,388
Net gain from sales of assets
$471,705

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$79,351
Disbursements for charitable purposes
$90,269
Excise tax on investment income
$8,390

Balance sheet and other

Total assets, start of year
$6,588,631
Total assets, end of year
$7,085,445
Total liabilities, end of year
$0
Net assets, end of year
$7,085,445
Fair market value of assets
$8,801,054
Qualifying distributions
$90,269
Net investment income
$661,563

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$79,351
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$74,956

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

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
04-6024320
Exempt since
1970
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$7,085,445
Income (IRS master file)
$1,660,103

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$668,093$161,015$7,085,445XML
990-PFAugust 2024$203,090$308,124$6,588,630XML
990-PFAugust 2023–––IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2019–––IRS
990-PFAugust 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 04-6024320).

Questions about LEWIS N GILBERT TRUST UW 1 20224 06 FBO

What is the EIN of LEWIS N GILBERT TRUST UW 1 20224 06 FBO?
The employer identification number (EIN) of LEWIS N GILBERT TRUST UW 1 20224 06 FBO is 04-6024320.
Is LEWIS N GILBERT TRUST UW 1 20224 06 FBO tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does LEWIS N GILBERT TRUST UW 1 20224 06 FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of LEWIS N GILBERT TRUST UW 1 20224 06 FBO due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEWIS N GILBERT TRUST UW 1 20224 06 FBO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of LEWIS N GILBERT TRUST UW 1 20224 06 FBO?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $79,351 (BANK OF AMERICA, TRUSTEE).
How much revenue does LEWIS N GILBERT TRUST UW 1 20224 06 FBO have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $668,093, expenses of $161,015 and total assets of $7,085,445 at year end.

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