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Nonprofit · EIN 04-6033874

JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT

Tax-exempt · DALLAS, TX 75265

Financials

−$5K$38K2022$25K$41K2023$76K$51K2024
Revenue Expenses · by fiscal year end
Financials of JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$76,046$51,310$24,736$672,673$0$672,673
October 31, 2024990-PF$24,920$41,220-$16,300$653,334$0$653,334
October 31, 2023990-PF-$4,926$37,678-$42,604$643,406$0$643,406
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$18,753
Net gain from sales of assets
$57,293

Expenses

Grants and similar amounts paid
$37,258
Compensation of officers, directors and key employees
$11,193
Disbursements for charitable purposes
$42,270
Excise tax on investment income
$929

Balance sheet and other

Total assets, start of year
$653,334
Total assets, end of year
$672,673
Total liabilities, end of year
$0
Net assets, end of year
$672,673
Fair market value of assets
$862,423
Qualifying distributions
$42,270
Net investment income
$75,372

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$11,193
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$10,195
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$9,703

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 yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
04-6033874
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
October
Files
Form 990-PF
Assets (IRS master file)
$672,673
Income (IRS master file)
$159,229

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$76,046$51,310$672,673XML
990-PFOctober 2024$24,920$41,220$653,334XML
990-PFOctober 2023-$4,926$37,678$643,406XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 04-6033874).

Questions about JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT

What is the EIN of JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT?
The employer identification number (EIN) of JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT is 04-6033874.
Is JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT 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 JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT 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 JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,193 (BANK OF AMERICA, TRUSTEE).
How much revenue does JAMES W ANDERSON TR UA BANK OF NEW ENGLAND WEST TAX DEPT have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $76,046, expenses of $51,310 and total assets of $672,673 at year end.

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