Nonprofit · EIN 04-6026105
CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $35,480 | $26,635 | $8,845 | $366,568 | $0 | $366,568 |
| August 31, 2024 | 990-PF | $13,440 | $23,307 | -$9,867 | $358,020 | $0 | $358,020 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $10,399
- Net gain from sales of assets
- $25,081
Expenses
- Grants and similar amounts paid
- $19,706
- Compensation of officers, directors and key employees
- $5,214
- Disbursements for charitable purposes
- $22,297
- Excise tax on investment income
- $430
Balance sheet and other
- Total assets, start of year
- $358,020
- Total assets, end of year
- $366,568
- Total liabilities, end of year
- $0
- Net assets, end of year
- $366,568
- Fair market value of assets
- $474,006
- Qualifying distributions
- $22,297
- Net investment income
- $35,097
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $5,214 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $4,756 |
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6026105
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $366,568
- Income (IRS master file)
- $83,604
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $35,480 | $26,635 | $366,568 | XML |
| 990-PF | August 2024 | $13,440 | $23,307 | $358,020 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | IRS |
| 990-PF | August 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 04-6026105).
Questions about CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02
- What is the EIN of CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02?
- The employer identification number (EIN) of CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02 is 04-6026105.
- Is CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02 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 CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02 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 CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,214 (BANK OF AMERICA, TRUSTEE).
- How much revenue does CATHERINE ALICE GUNN TRUST FBO L J GUNN 1 26365 02 have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $35,480, expenses of $26,635 and total assets of $366,568 at year end.
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