Nonprofit · EIN 04-6097390
JOHN CHANY UW T-5445 STATE STREET BANK CO
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $142,206 | $97,409 | $44,797 | $1,402,969 | $0 | $1,402,969 |
| September 30, 2024 | 990-PF | $50,211 | $92,236 | -$42,025 | $1,351,196 | $0 | $1,351,196 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $40,296
- Net gain from sales of assets
- $101,910
Expenses
- Grants and similar amounts paid
- $68,500
- Compensation of officers, directors and key employees
- $25,796
- Disbursements for charitable purposes
- $78,853
- Excise tax on investment income
- $1,708
Balance sheet and other
- Total assets, start of year
- $1,351,196
- Total assets, end of year
- $1,402,969
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,402,969
- Fair market value of assets
- $1,826,639
- Qualifying distributions
- $78,853
- Net investment income
- $140,783
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 | $22,796 |
| DR JAMES JOSEPH OCONNELL MD 780 ALBANY ST, BOSTON, MA 02118 | DIRECTOR | 1 | $3,000 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $21,042 |
| DR JAMES JOSEPH OCONNELL MD 780 ALBANY ST, BOSTON, MA 02118 | DIRECTOR | 1 | $3,000 |
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
- 04-6097390
- Exempt since
- 1970
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,402,969
- Income (IRS master file)
- $331,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $142,206 | $97,409 | $1,402,969 | XML |
| 990-PF | September 2024 | $50,211 | $92,236 | $1,351,196 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 04-6097390).
Questions about JOHN CHANY UW T-5445 STATE STREET BANK CO
- What is the EIN of JOHN CHANY UW T-5445 STATE STREET BANK CO?
- The employer identification number (EIN) of JOHN CHANY UW T-5445 STATE STREET BANK CO is 04-6097390.
- Is JOHN CHANY UW T-5445 STATE STREET BANK CO tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does JOHN CHANY UW T-5445 STATE STREET BANK CO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN CHANY UW T-5445 STATE STREET BANK CO 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 JOHN CHANY UW T-5445 STATE STREET BANK CO 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 JOHN CHANY UW T-5445 STATE STREET BANK CO?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $22,796 (BANK OF AMERICA, TRUSTEE).
- How much revenue does JOHN CHANY UW T-5445 STATE STREET BANK CO have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $142,206, expenses of $97,409 and total assets of $1,402,969 at year end.
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