Nonprofit · EIN 04-6033808
TR UA HERVEY L SMITH 3-09920-02
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $561,272 | $291,462 | $269,810 | $5,180,388 | $0 | $5,180,388 |
| December 31, 2024 | 990-PF | $497,668 | $330,625 | $167,043 | $4,909,290 | $0 | $4,909,290 |
| December 31, 2023 | 990-PF | $158,694 | $254,772 | -$96,078 | $4,747,250 | $0 | $4,747,250 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $140,314
- Net gain from sales of assets
- $420,958
Expenses
- Grants and similar amounts paid
- $206,223
- Compensation of officers, directors and key employees
- $70,640
- Disbursements for charitable purposes
- $235,049
- Excise tax on investment income
- $7,084
Balance sheet and other
- Total assets, start of year
- $4,909,290
- Total assets, end of year
- $5,180,388
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,180,388
- Fair market value of assets
- $6,539,813
- Qualifying distributions
- $235,049
- Net investment income
- $559,137
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $70,640 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $66,889 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $58,954 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6033808
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,180,388
- Income (IRS master file)
- $1,185,001
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $561,272 | $291,462 | $5,180,388 | XML |
| 990-PF | December 2024 | $497,668 | $330,625 | $4,909,290 | XML |
| 990-PF | December 2023 | $158,694 | $254,772 | $4,747,250 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 04-6033808).
Questions about TR UA HERVEY L SMITH 3-09920-02
- What is the EIN of TR UA HERVEY L SMITH 3-09920-02?
- The employer identification number (EIN) of TR UA HERVEY L SMITH 3-09920-02 is 04-6033808.
- Is TR UA HERVEY L SMITH 3-09920-02 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to TR UA HERVEY L SMITH 3-09920-02 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TR UA HERVEY L SMITH 3-09920-02 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TR UA HERVEY L SMITH 3-09920-02 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TR UA HERVEY L SMITH 3-09920-02 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TR UA HERVEY L SMITH 3-09920-02?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $70,640 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TR UA HERVEY L SMITH 3-09920-02 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $561,272, expenses of $291,462 and total assets of $5,180,388 at year end.
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