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Nonprofit · EIN 04-6370760

BERNARD GORFINKLE TR 420-3316006

Tax-exempt · DALLAS, TX 75265

Financials

$36K$24K2024$39K$27K2025
Revenue Expenses · by fiscal year end
Financials of BERNARD GORFINKLE TR 420-3316006 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$38,614$27,034$11,580$362,263$0$362,263
December 31, 2024990-PF$36,332$24,423$11,909$350,570$0$350,570
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,918
Net gain from sales of assets
$28,696

Expenses

Grants and similar amounts paid
$17,852
Compensation of officers, directors and key employees
$6,082
Disbursements for charitable purposes
$20,970
Excise tax on investment income
$467

Balance sheet and other

Total assets, start of year
$350,570
Total assets, end of year
$362,263
Total liabilities, end of year
$0
Net assets, end of year
$362,263
Fair market value of assets
$459,385
Qualifying distributions
$20,970
Net investment income
$38,459

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$6,082
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$5,760

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BAYBANK
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
04-6370760
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$362,263
Income (IRS master file)
$87,443

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$38,614$27,034$362,263XML
990-PFDecember 2024$36,332$24,423$350,570XML
990-PFDecember 2023$11,571$19,571$339,021IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 04-6370760).

Questions about BERNARD GORFINKLE TR 420-3316006

What is the EIN of BERNARD GORFINKLE TR 420-3316006?
The employer identification number (EIN) of BERNARD GORFINKLE TR 420-3316006 is 04-6370760.
Is BERNARD GORFINKLE TR 420-3316006 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does BERNARD GORFINKLE TR 420-3316006 file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNARD GORFINKLE TR 420-3316006 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 BERNARD GORFINKLE TR 420-3316006 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 BERNARD GORFINKLE TR 420-3316006?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,082 (BANK OF AMERICA, TRUSTEE).
How much revenue does BERNARD GORFINKLE TR 420-3316006 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,614, expenses of $27,034 and total assets of $362,263 at year end.

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