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Nonprofit · EIN 04-6550933

JESSIE WATTERS TR UW

Also known as FIRST NATIONAL BANK OF BOSTON

Tax-exempt · DALLAS, TX 75265

Financials

$42K$21K2025
Revenue Expenses · by fiscal year end
Financials of JESSIE WATTERS TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2026990-PF$41,557$21,403$20,154$283,478$0$283,478
Financial details: 990-PF for the year ended July 31, 2026

Revenue

Dividends
$7,094
Net gain from sales of assets
$34,463

Expenses

Grants and similar amounts paid
$14,707
Compensation of officers, directors and key employees
$4,642
Disbursements for charitable purposes
$17,064
Excise tax on investment income
$523

Balance sheet and other

Total assets, start of year
$247,477
Total assets, end of year
$283,478
Total liabilities, end of year
$0
Net assets, end of year
$283,478
Fair market value of assets
$344,525
Qualifying distributions
$17,064
Net investment income
$41,447

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 July 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$4,642

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% DURFEE ATTLEBORO BANK
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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026990-PF on file
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
04-6550933
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
1987
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$247,477
Income (IRS master file)
$57,583

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2026–––IRS
990-PFJuly 2025–––IRS
990-PFJuly 2024$8,448$16,527$244,661IRS
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2019–––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 JESSIE WATTERS TR UW

What is the EIN of JESSIE WATTERS TR UW?
The employer identification number (EIN) of JESSIE WATTERS TR UW is 04-6550933.
Is JESSIE WATTERS TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to JESSIE WATTERS TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JESSIE WATTERS TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of JESSIE WATTERS TR UW due?
The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JESSIE WATTERS TR UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2026.
Who are the officers and directors of JESSIE WATTERS TR UW?
The 990-PF for the year ended July 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,642 (BANK OF AMERICA, TRUSTEE).
How much revenue does JESSIE WATTERS TR UW have?
On its 990-PF for the year ended July 31, 2026 it reported revenue of $41,557, expenses of $21,403 and total assets of $283,478 at year end.

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