Nonprofit · EIN 04-6096914
WINFIELD S RUSSELL TRUST UW T 1060
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $139,360 | $106,607 | $32,753 | $1,404,129 | $0 | $1,404,129 |
| September 30, 2024 | 990-PF | $50,234 | $95,484 | -$45,250 | $1,368,789 | $0 | $1,368,789 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $39,665
- Net gain from sales of assets
- $99,695
Expenses
- Grants and similar amounts paid
- $78,366
- Compensation of officers, directors and key employees
- $23,794
- Disbursements for charitable purposes
- $88,318
- Excise tax on investment income
- $1,688
Balance sheet and other
- Total assets, start of year
- $1,368,789
- Total assets, end of year
- $1,404,129
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,404,129
- Fair market value of assets
- $1,827,975
- Qualifying distributions
- $88,318
- Net investment income
- $137,923
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $23,794 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $21,992 |
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6096914
- Exempt since
- 1970
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,404,129
- Income (IRS master file)
- $348,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $139,360 | $106,607 | $1,404,129 | XML |
| 990-PF | September 2024 | $50,234 | $95,484 | $1,368,789 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 04-6096914).
Questions about WINFIELD S RUSSELL TRUST UW T 1060
- What is the EIN of WINFIELD S RUSSELL TRUST UW T 1060?
- The employer identification number (EIN) of WINFIELD S RUSSELL TRUST UW T 1060 is 04-6096914.
- Is WINFIELD S RUSSELL TRUST UW T 1060 tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does WINFIELD S RUSSELL TRUST UW T 1060 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WINFIELD S RUSSELL TRUST UW T 1060 due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINFIELD S RUSSELL TRUST UW T 1060 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WINFIELD S RUSSELL TRUST UW T 1060?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $23,794 (BANK OF AMERICA, TRUSTEE).
- How much revenue does WINFIELD S RUSSELL TRUST UW T 1060 have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $139,360, expenses of $106,607 and total assets of $1,404,129 at year end.
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