Nonprofit · EIN 04-6571320
KATHERINE A BURTON TRUST DTD 070287
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $67,481 | $47,621 | $19,860 | $697,234 | $0 | $697,234 |
| July 31, 2024 | 990-PF | $25,427 | $44,304 | -$18,877 | $682,622 | $0 | $682,622 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $19,597
- Net gain from sales of assets
- $47,884
Expenses
- Grants and similar amounts paid
- $33,193
- Compensation of officers, directors and key employees
- $11,776
- Disbursements for charitable purposes
- $38,438
- Excise tax on investment income
- $805
Balance sheet and other
- Total assets, start of year
- $682,622
- Total assets, end of year
- $697,234
- Total liabilities, end of year
- $0
- Net assets, end of year
- $697,234
- Fair market value of assets
- $863,265
- Qualifying distributions
- $38,438
- Net investment income
- $66,767
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $11,776 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $10,806 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FIRST BRISTOL COUNTY NATIONAL
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6571320
- 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
- 1997
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $697,234
- Income (IRS master file)
- $154,102
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $67,481 | $47,621 | $697,234 | XML |
| 990-PF | July 2024 | $25,427 | $44,304 | $682,622 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 04-6571320).
Questions about KATHERINE A BURTON TRUST DTD 070287
- What is the EIN of KATHERINE A BURTON TRUST DTD 070287?
- The employer identification number (EIN) of KATHERINE A BURTON TRUST DTD 070287 is 04-6571320.
- Is KATHERINE A BURTON TRUST DTD 070287 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to KATHERINE A BURTON TRUST DTD 070287 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHERINE A BURTON TRUST DTD 070287 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHERINE A BURTON TRUST DTD 070287 due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHERINE A BURTON TRUST DTD 070287 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of KATHERINE A BURTON TRUST DTD 070287?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,776 (BANK OF AMERICA, TRUSTEE).
- How much revenue does KATHERINE A BURTON TRUST DTD 070287 have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $67,481, expenses of $47,621 and total assets of $697,234 at year end.
Other nonprofits in DALLAS
- SOUTHERN METHODIST UNIVERSITY EIN 75-0800689 · last filed 990 for 2025
- UPLIFT EDUCATION EIN 75-2659683 · last filed 990 for 2025
- SOUTHWESTERN MEDICAL FOUNDATION EIN 75-0945939 · last filed 990 for 2024
- DALLAS BAPTIST UNIVERSITY EIN 75-6001300 · last filed 990 for 2025
- PARKER UNIVERSITY EIN 75-1596658 · last filed 990 for 2025
- DALLAS THEOLOGICAL SEMINARY EIN 75-0827421 · last filed 990 for 2025
- DALLAS COLLEGE FOUNDATION INC EIN 23-7326612 · last filed 990 for 2025
- HOCKADAY SCHOOL EIN 75-0800650 · last filed 990 for 2025