Nonprofit · EIN 04-6029372
TRUST U/D MARY A CASE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $7,226 | $4,144 | $3,082 | $46,700 | $0 | $46,700 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $1,199
- Net gain from sales of assets
- $6,027
Expenses
- Grants and similar amounts paid
- $2,461
- Compensation of officers, directors and key employees
- $892
- Disbursements for charitable purposes
- $3,103
- Excise tax on investment income
- $87
Balance sheet and other
- Total assets, start of year
- $41,043
- Total assets, end of year
- $46,700
- Total liabilities, end of year
- $0
- Net assets, end of year
- $46,700
- Fair market value of assets
- $56,691
- Qualifying distributions
- $3,103
- Net investment income
- $7,208
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $892 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BMC DURFEE TRUST CO
- 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 | 990-PF on file |
| 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
- 04-6029372
- 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)
- $41,043
- Income (IRS master file)
- $9,797
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | – | – | – | IRS |
| 990-PF | July 2025 | – | – | – | IRS |
| 990-PF | July 2024 | $1,526 | $3,101 | $40,519 | IRS |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | 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 TRUST U/D MARY A CASE
- What is the EIN of TRUST U/D MARY A CASE?
- The employer identification number (EIN) of TRUST U/D MARY A CASE is 04-6029372.
- Is TRUST U/D MARY A CASE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to TRUST U/D MARY A CASE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST U/D MARY A CASE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST U/D MARY A CASE due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST U/D MARY A CASE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of TRUST U/D MARY A CASE?
- The 990-PF for the year ended July 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $892 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TRUST U/D MARY A CASE have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $7,226, expenses of $4,144 and total assets of $46,700 at year end.
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