Nonprofit · EIN 04-6095694
KATHARINE C PIERCE T-3379
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $667,745 | $419,551 | $248,194 | $6,519,584 | $0 | $6,519,584 |
| December 31, 2024 | 990-PF | $607,503 | $391,464 | $216,039 | $6,269,672 | $0 | $6,269,672 |
| December 31, 2023 | 990-PF | $164,897 | $377,508 | -$212,611 | $6,053,144 | $0 | $6,053,144 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $169,985
- Net gain from sales of assets
- $497,760
Expenses
- Grants and similar amounts paid
- $290,726
- Compensation of officers, directors and key employees
- $88,701
- Disbursements for charitable purposes
- $348,589
- Excise tax on investment income
- $8,386
Balance sheet and other
- Total assets, start of year
- $6,269,672
- Total assets, end of year
- $6,519,584
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,519,584
- Fair market value of assets
- $7,941,700
- Qualifying distributions
- $348,589
- Net investment income
- $665,080
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 | $76,755 |
| ANNE MARIE BOURSIQUOT KING 281 GOODMANS HILL RD, SUDBURY, MA 01776 | CO-TRUSTEE | 5 | $11,946 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $72,123 |
| ANNE MARIE BOURSIQUOT KING 281 GOODMANS HILL RD, SUDBURY, MA 01776 | CO-TRUSTEE | 5 | $11,225 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $64,531 |
| ANNE MARIE BOURSIQUOT KING 281 GOODMANS HILL RD, SUDBURY, MA 01776 | CO-TRUSTEE | 5 | $10,059 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % U S TRUST COMPANY NA
- 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
- 04-6095694
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,519,584
- Income (IRS master file)
- $1,229,287
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $667,745 | $419,551 | $6,519,584 | IRS |
| 990-PF | December 2024 | $607,503 | $391,464 | $6,269,672 | XML |
| 990-PF | December 2023 | $164,897 | $377,508 | $6,053,144 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 04-6095694).
Questions about KATHARINE C PIERCE T-3379
- What is the EIN of KATHARINE C PIERCE T-3379?
- The employer identification number (EIN) of KATHARINE C PIERCE T-3379 is 04-6095694.
- Is KATHARINE C PIERCE T-3379 tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1977.
- Which annual return does KATHARINE C PIERCE T-3379 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHARINE C PIERCE T-3379 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 KATHARINE C PIERCE T-3379 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 KATHARINE C PIERCE T-3379?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $76,755 (BANK OF AMERICA, TRUSTEE).
- How much revenue does KATHARINE C PIERCE T-3379 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $667,745, expenses of $419,551 and total assets of $6,519,584 at year end.
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