Nonprofit · EIN 04-6702776
DOROTHY M SEARS TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $122,153 | $56,902 | $65,251 | $877,137 | $0 | $877,137 |
| April 30, 2025 | 990-PF | $79,310 | $52,987 | $26,323 | $782,041 | $0 | $782,041 |
| April 30, 2024 | 990-PF | $29,738 | $47,595 | -$17,857 | $759,821 | $0 | $759,821 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $21,815
- Net gain from sales of assets
- $100,338
Expenses
- Grants and similar amounts paid
- $38,920
- Compensation of officers, directors and key employees
- $13,136
- Disbursements for charitable purposes
- $44,709
- Excise tax on investment income
- $1,559
Balance sheet and other
- Total assets, start of year
- $782,041
- Total assets, end of year
- $877,137
- Total liabilities, end of year
- $0
- Net assets, end of year
- $877,137
- Fair market value of assets
- $1,077,565
- Qualifying distributions
- $44,709
- Net investment income
- $121,810
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $13,136 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $12,247 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $11,031 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET PRIVATE CLIENTS GROUP
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6702776
- 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
- 2001
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $877,137
- Income (IRS master file)
- $249,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $122,153 | $56,902 | $877,137 | XML |
| 990-PF | April 2025 | $79,310 | $52,987 | $782,041 | XML |
| 990-PF | April 2024 | $29,738 | $47,595 | $759,821 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | 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 04-6702776).
Questions about DOROTHY M SEARS TRUST
- What is the EIN of DOROTHY M SEARS TRUST?
- The employer identification number (EIN) of DOROTHY M SEARS TRUST is 04-6702776.
- Is DOROTHY M SEARS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to DOROTHY M SEARS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DOROTHY M SEARS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DOROTHY M SEARS TRUST due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DOROTHY M SEARS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of DOROTHY M SEARS TRUST?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $13,136 (BANK OF AMERICA, TRUSTEE).
- How much revenue does DOROTHY M SEARS TRUST have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $122,153, expenses of $56,902 and total assets of $877,137 at year end.
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