Nonprofit · EIN 04-6029339
BERTHA BORDEN DAVIS TRUST UD
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $25,819 | $19,684 | $6,135 | $263,796 | $0 | $263,796 |
| July 31, 2024 | 990-PF | $9,181 | $17,840 | -$8,659 | $259,713 | $0 | $259,713 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $7,453
- Net gain from sales of assets
- $18,366
Expenses
- Grants and similar amounts paid
- $13,018
- Compensation of officers, directors and key employees
- $4,954
- Disbursements for charitable purposes
- $15,535
- Excise tax on investment income
- $298
Balance sheet and other
- Total assets, start of year
- $259,717
- Total assets, end of year
- $263,796
- Total liabilities, end of year
- $0
- Net assets, end of year
- $263,796
- Fair market value of assets
- $335,277
- Qualifying distributions
- $15,535
- Net investment income
- $25,545
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $4,954 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $4,551 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % B M C DURFEE TRUST CO 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6029339
- 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
- 1971
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $263,796
- Income (IRS master file)
- $60,615
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $25,819 | $19,684 | $263,796 | XML |
| 990-PF | July 2024 | $9,181 | $17,840 | $259,713 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 04-6029339).
Questions about BERTHA BORDEN DAVIS TRUST UD
- What is the EIN of BERTHA BORDEN DAVIS TRUST UD?
- The employer identification number (EIN) of BERTHA BORDEN DAVIS TRUST UD is 04-6029339.
- Is BERTHA BORDEN DAVIS TRUST UD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to BERTHA BORDEN DAVIS TRUST UD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTHA BORDEN DAVIS TRUST UD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTHA BORDEN DAVIS TRUST UD due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTHA BORDEN DAVIS TRUST UD last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of BERTHA BORDEN DAVIS TRUST UD?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,954 (BANK OF AMERICA, TRUSTEE).
- How much revenue does BERTHA BORDEN DAVIS TRUST UD have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $25,819, expenses of $19,684 and total assets of $263,796 at year end.
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