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Nonprofit · EIN 04-6164528

PAULA ANNA MARKUS FOUNDATION TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$22K$47K2023$101K$56K2024$50K$54K2025
Revenue Expenses · by fiscal year end
Financials of PAULA ANNA MARKUS FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$49,931$54,207-$4,276$924,083$0$924,083
December 31, 2024990$101,021$55,944$45,077$928,085$0$928,085
December 31, 2023990$21,838$46,711-$24,873$883,532$0$883,532
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$49,931
Net gain from sales of assets
$36,577
Other revenue
$0

Expenses

Grants and similar amounts paid
$19,242
Compensation of officers, directors and key employees
$32,556
Salaries, compensation and benefits (total)
$32,556
Professional fundraising fees
$0
Accounting fees
$1,250
Program services (functional)
$33,272
Management and general (functional)
$20,935

Balance sheet and other

Total assets, start of year
$928,085
Total assets, end of year
$924,083
Total liabilities, end of year
$0
Net assets, end of year
$924,083
Land, buildings and equipment
$344,517
Publicly traded securities
$558,511
Gross receipts
$116,373
Employees
0
Year formed
1966
State of legal domicile
MA

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
–$32,556
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
1$29,136
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
1$26,380

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANKBOSTON NA
Principal officer (990 for 2025)
SAME AS ABOVE
Signed the 990
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

Mission

TRUST OPERATES EXCLUSIVELY FOR CHARITABLE PURPOSES. TRUST PAYS TO AUDOBON SOCIETY TO HELP DEVELOP A CONSERVATION PROJECT FOR RESEARCH AND EDUCATION.

990 for the year ended December 31, 2025

Program accomplishments

  • AUDUBON SOCIETY OF N.H.
    Expenses $19,242
  • TRUSTEE FEES
    Expenses $13,022
  • Expenses $1,008

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6164528
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$924,083
Income (IRS master file)
$116,373

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$49,931$54,207$924,083IRS
990December 2024$101,021$55,944$928,085XML
990December 2023$21,838$46,711$883,532XML
990December 2022-$1,777$44,323$909,348IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 04-6164528).

Questions about PAULA ANNA MARKUS FOUNDATION TRUST

What is the EIN of PAULA ANNA MARKUS FOUNDATION TRUST?
The employer identification number (EIN) of PAULA ANNA MARKUS FOUNDATION TRUST is 04-6164528.
Is PAULA ANNA MARKUS FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to PAULA ANNA MARKUS FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does PAULA ANNA MARKUS FOUNDATION TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PAULA ANNA MARKUS FOUNDATION 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 PAULA ANNA MARKUS FOUNDATION TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of PAULA ANNA MARKUS FOUNDATION TRUST?
The 990 for the year ended December 31, 2025 names SAME AS ABOVE.
Who are the officers and directors of PAULA ANNA MARKUS FOUNDATION TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $32,556 (BANK OF AMERICA, TRUSTEE).
How much revenue does PAULA ANNA MARKUS FOUNDATION TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $49,931, expenses of $54,207 and total assets of $924,083 at year end.

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