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Nonprofit · EIN 04-6035042

WILLIAM B SPALDING TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$108K$73K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM B SPALDING TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$108,149$72,868$35,281$1,029,987$0$1,029,987
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$27,525
Net gain from sales of assets
$80,624

Expenses

Grants and similar amounts paid
$51,358
Compensation of officers, directors and key employees
$15,382
Disbursements for charitable purposes
$58,246
Excise tax on investment income
$1,342

Balance sheet and other

Total assets, start of year
$994,399
Total assets, end of year
$1,029,987
Total liabilities, end of year
$0
Net assets, end of year
$1,029,987
Fair market value of assets
$1,266,826
Qualifying distributions
$58,246
Net investment income
$107,747

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$15,382

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET NATIONAL BANK TTEE
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6035042
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,029,987
Income (IRS master file)
$234,269

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$23,589$51,360$962,640IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 WILLIAM B SPALDING TRUST

What is the EIN of WILLIAM B SPALDING TRUST?
The employer identification number (EIN) of WILLIAM B SPALDING TRUST is 04-6035042.
Is WILLIAM B SPALDING TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does WILLIAM B SPALDING TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM B SPALDING TRUST 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 WILLIAM B SPALDING TRUST 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 WILLIAM B SPALDING TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,382 (BANK OF AMERICA, TRUSTEE).
How much revenue does WILLIAM B SPALDING TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $108,149, expenses of $72,868 and total assets of $1,029,987 at year end.

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