Nonprofit · EIN 04-6024951
MARGARET M BRENNAN TR UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $80,526 | $50,909 | $29,617 | $663,978 | $0 | $663,978 |
| October 31, 2024 | 990-PF | $23,855 | $42,503 | -$18,648 | $641,419 | $0 | $641,419 |
| October 31, 2023 | 990-PF | -$4,800 | $37,468 | -$42,268 | $632,608 | $0 | $632,608 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $18,572
- Net gain from sales of assets
- $61,954
Expenses
- Grants and similar amounts paid
- $34,350
- Compensation of officers, directors and key employees
- $11,307
- Disbursements for charitable purposes
- $42,036
- Excise tax on investment income
- $991
Balance sheet and other
- Total assets, start of year
- $641,419
- Total assets, end of year
- $663,978
- Total liabilities, end of year
- $0
- Net assets, end of year
- $663,978
- Fair market value of assets
- $857,694
- Qualifying distributions
- $42,036
- Net investment income
- $79,852
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $11,307 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $10,426 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $9,563 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET NATIONAL BANK TTEE
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6024951
- 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
- 1997
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50I)
- Assets (IRS master file)
- $663,978
- Income (IRS master file)
- $189,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $80,526 | $50,909 | $663,978 | XML |
| 990-PF | October 2024 | $23,855 | $42,503 | $641,419 | XML |
| 990-PF | October 2023 | -$4,800 | $37,468 | $632,608 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 04-6024951).
Questions about MARGARET M BRENNAN TR UW
- What is the EIN of MARGARET M BRENNAN TR UW?
- The employer identification number (EIN) of MARGARET M BRENNAN TR UW is 04-6024951.
- Is MARGARET M BRENNAN TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MARGARET M BRENNAN TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET M BRENNAN TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET M BRENNAN TR UW due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGARET M BRENNAN TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of MARGARET M BRENNAN TR UW?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,307 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MARGARET M BRENNAN TR UW have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $80,526, expenses of $50,909 and total assets of $663,978 at year end.
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