Nonprofit · EIN 04-6115712
MARY E BELL AND LUCY S BELL INDENTURE OF TRUST
Also known as FLEET NATIONAL BANK
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $252,903 | $165,058 | $87,845 | $2,381,873 | $0 | $2,381,873 |
| December 31, 2024 | 990-PF | $232,190 | $146,833 | $85,357 | $2,294,045 | $0 | $2,294,045 |
| December 31, 2023 | 990-PF | $55,253 | $114,243 | -$58,990 | $2,211,061 | $0 | $2,211,061 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $63,217
- Net gain from sales of assets
- $189,686
Expenses
- Grants and similar amounts paid
- $117,072
- Compensation of officers, directors and key employees
- $38,645
- Disbursements for charitable purposes
- $133,065
- Excise tax on investment income
- $3,130
Balance sheet and other
- Total assets, start of year
- $2,294,045
- Total assets, end of year
- $2,381,873
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,381,873
- Fair market value of assets
- $2,904,572
- Qualifying distributions
- $133,065
- Net investment income
- $251,945
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 | $32,204 |
| ARTHUR VEASEY 3 SUMMERSWEET LANE, WEST NEWBURY, MA 019851848 | CO-TTEE | 1 | $6,441 |
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 | $30,605 |
| ARTHUR VEASEY 3 SUMMERSWEET LANE, WEST NEWBURY, MA 019851848 | CO-TTEE | 1 | $6,121 |
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 | $26,977 |
| ARTHUR VEASEY 3 SUMMERSWEET LANE, WEST NEWBURY, MA 019851848 | CO-TTEE | 1 | $5,396 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA
- 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
- 04-6115712
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,381,873
- Income (IRS master file)
- $547,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $252,903 | $165,058 | $2,381,873 | XML |
| 990-PF | December 2024 | $232,190 | $146,833 | $2,294,045 | XML |
| 990-PF | December 2023 | $55,253 | $114,243 | $2,211,061 | 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 04-6115712).
Questions about MARY E BELL AND LUCY S BELL INDENTURE OF TRUST
- What is the EIN of MARY E BELL AND LUCY S BELL INDENTURE OF TRUST?
- The employer identification number (EIN) of MARY E BELL AND LUCY S BELL INDENTURE OF TRUST is 04-6115712.
- Is MARY E BELL AND LUCY S BELL INDENTURE OF TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to MARY E BELL AND LUCY S BELL INDENTURE OF TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY E BELL AND LUCY S BELL INDENTURE OF TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY E BELL AND LUCY S BELL INDENTURE OF 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 MARY E BELL AND LUCY S BELL INDENTURE OF 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 MARY E BELL AND LUCY S BELL INDENTURE OF TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $32,204 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MARY E BELL AND LUCY S BELL INDENTURE OF TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $252,903, expenses of $165,058 and total assets of $2,381,873 at year end.
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