Nonprofit · EIN 04-6033567
ELIZABETH SMITH TR UW 1 16530 03
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $26,039 | $20,881 | $5,158 | $224,549 | $0 | $224,549 |
| October 31, 2024 | 990-PF | $8,115 | $15,394 | -$7,279 | $220,892 | $0 | $220,892 |
| October 31, 2023 | 990-PF | -$1,411 | $5,262 | -$6,673 | $220,170 | $0 | $220,170 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $6,586
- Net gain from sales of assets
- $19,453
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $3,943
- Disbursements for charitable purposes
- $17,262
- Excise tax on investment income
- $311
Balance sheet and other
- Total assets, start of year
- $220,892
- Total assets, end of year
- $224,549
- Total liabilities, end of year
- $0
- Net assets, end of year
- $224,549
- Fair market value of assets
- $290,145
- Qualifying distributions
- $17,262
- Net investment income
- $25,816
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 N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $3,943 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $3,663 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $3,271 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF NEW ENGLAND WEST TAX DEPT
- 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
- 04-6033567
- Foundation status
- Private non-operating foundation
- Donations deductible
- No
- Exempt since
- 1976
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $224,549
- Income (IRS master file)
- $51,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $26,039 | $20,881 | $224,549 | XML |
| 990-PF | October 2024 | $8,115 | $15,394 | $220,892 | XML |
| 990-PF | October 2023 | -$1,411 | $5,262 | $220,170 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2019 | – | – | – | IRS |
| 990-PF | October 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 04-6033567).
Questions about ELIZABETH SMITH TR UW 1 16530 03
- What is the EIN of ELIZABETH SMITH TR UW 1 16530 03?
- The employer identification number (EIN) of ELIZABETH SMITH TR UW 1 16530 03 is 04-6033567.
- Is ELIZABETH SMITH TR UW 1 16530 03 tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1976.
- Are donations to ELIZABETH SMITH TR UW 1 16530 03 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ELIZABETH SMITH TR UW 1 16530 03 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH SMITH TR UW 1 16530 03 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 ELIZABETH SMITH TR UW 1 16530 03 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 ELIZABETH SMITH TR UW 1 16530 03?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,943 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does ELIZABETH SMITH TR UW 1 16530 03 have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $26,039, expenses of $20,881 and total assets of $224,549 at year end.
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