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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-6249689

FREDERICK LOBEL CHARITABLE TRUST UW

Tax-exempt · DALLAS, TX 75265

Financials

$92K$59K2025
Revenue Expenses · by fiscal year end
Financials of FREDERICK LOBEL CHARITABLE TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$91,639$59,015$32,624$845,615$0$845,615
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$23,360
Net gain from sales of assets
$68,279

Expenses

Grants and similar amounts paid
$38,000
Compensation of officers, directors and key employees
$14,156
Disbursements for charitable purposes
$46,925
Excise tax on investment income
$1,126

Balance sheet and other

Total assets, start of year
$812,763
Total assets, end of year
$845,615
Total liabilities, end of year
$0
Net assets, end of year
$845,615
Fair market value of assets
$1,072,760
Qualifying distributions
$46,925
Net investment income
$91,280

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$14,156

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6249689
Exempt since
1974
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$845,615
Income (IRS master file)
$190,161

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$27,000$53,920$783,335IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about FREDERICK LOBEL CHARITABLE TRUST UW

What is the EIN of FREDERICK LOBEL CHARITABLE TRUST UW?
The employer identification number (EIN) of FREDERICK LOBEL CHARITABLE TRUST UW is 04-6249689.
Is FREDERICK LOBEL CHARITABLE TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt since 1974.
Which annual return does FREDERICK LOBEL CHARITABLE TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of FREDERICK LOBEL CHARITABLE TRUST UW 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 FREDERICK LOBEL CHARITABLE TRUST UW 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 FREDERICK LOBEL CHARITABLE TRUST UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,156 (BANK OF AMERICA, TRUSTEE).
How much revenue does FREDERICK LOBEL CHARITABLE TRUST UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $91,639, expenses of $59,015 and total assets of $845,615 at year end.

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