Nonprofit · EIN 04-6024367
JAMES W DUNPHY TRUST UW
Also known as DUNPHY JAMES W CO-TTEE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,907,802 | $1,137,081 | $770,721 | $21,160,569 | $0 | $21,160,569 |
| December 31, 2024 | 990-PF | $2,236,062 | $1,120,030 | $1,116,032 | $20,379,818 | $0 | $20,379,818 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $494,674
- Net gain from sales of assets
- $1,413,128
Expenses
- Grants and similar amounts paid
- $872,698
- Compensation of officers, directors and key employees
- $208,148
- Disbursements for charitable purposes
- $960,082
- Excise tax on investment income
- $24,522
Balance sheet and other
- Total assets, start of year
- $20,379,818
- Total assets, end of year
- $21,160,569
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,160,569
- Fair market value of assets
- $22,833,151
- Qualifying distributions
- $960,082
- Net investment income
- $1,909,657
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 | CO TRUSTEE | 1 | $166,518 |
| FRANCIS M MCLAUGHLIN MD 32 MAXFIELD STREET, W ROXBURY, MA 02132 | CO TRUSTEE | 5 | $41,630 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | CO TRUSTEE | 1 | $155,994 |
| FRANCIS M MCLAUGHLIN MD 32 MAXFIELD STREET, W ROXBURY, MA 02132 | CO TRUSTEE | 5 | $38,998 |
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
- 04-6024367
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $21,160,569
- Income (IRS master file)
- $4,904,640
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,907,802 | $1,137,081 | $21,160,569 | IRS |
| 990-PF | December 2024 | $2,236,062 | $1,120,030 | $20,379,818 | IRS |
| 990-PF | December 2023 | $226,561 | $989,096 | $19,296,250 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 W DUNPHY TRUST UW
- What is the EIN of JAMES W DUNPHY TRUST UW?
- The employer identification number (EIN) of JAMES W DUNPHY TRUST UW is 04-6024367.
- Is JAMES W DUNPHY TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JAMES W DUNPHY TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES W DUNPHY TRUST UW 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 JAMES W DUNPHY TRUST UW 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 JAMES W DUNPHY TRUST UW?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $166,518 (BANK OF AMERICA, CO TRUSTEE).
- How much revenue does JAMES W DUNPHY TRUST UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,907,802, expenses of $1,137,081 and total assets of $21,160,569 at year end.
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