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Nonprofit · EIN 04-6741222

RICHARD D CARMEL CHAR REMAINDER TR

Tax-exempt · DALLAS, TX 75265

Financials

−$10K$57K2022$27K$54K2023$68K$51K2024
Revenue Expenses · by fiscal year end
Financials of RICHARD D CARMEL CHAR REMAINDER TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$68,414$51,410$17,004$822,119$0$822,119
September 30, 2024990-PF$26,521$54,402-$27,881$799,330$0$799,330
September 30, 2023990-PF-$10,475$56,811-$67,286$807,249$0$807,249
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$25,362
Net gain from sales of assets
$43,052

Expenses

Grants and similar amounts paid
$35,684
Compensation of officers, directors and key employees
$13,333
Disbursements for charitable purposes
$41,552
Excise tax on investment income
$805

Balance sheet and other

Total assets, start of year
$799,330
Total assets, end of year
$822,119
Total liabilities, end of year
$0
Net assets, end of year
$822,119
Fair market value of assets
$996,188
Qualifying distributions
$41,552
Net investment income
$67,700

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$13,333
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$12,512
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$11,910

Address and contacts

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

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
04-6741222
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
2000
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$822,119
Income (IRS master file)
$177,639

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$68,414$51,410$822,119XML
990-PFSeptember 2024$26,521$54,402$799,330XML
990-PFSeptember 2023-$10,475$56,811$807,249XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 04-6741222).

Questions about RICHARD D CARMEL CHAR REMAINDER TR

What is the EIN of RICHARD D CARMEL CHAR REMAINDER TR?
The employer identification number (EIN) of RICHARD D CARMEL CHAR REMAINDER TR is 04-6741222.
Is RICHARD D CARMEL CHAR REMAINDER TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to RICHARD D CARMEL CHAR REMAINDER TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD D CARMEL CHAR REMAINDER TR file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD D CARMEL CHAR REMAINDER TR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RICHARD D CARMEL CHAR REMAINDER TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of RICHARD D CARMEL CHAR REMAINDER TR?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,333 (BANK OF AMERICA, TRUSTEE).
How much revenue does RICHARD D CARMEL CHAR REMAINDER TR have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $68,414, expenses of $51,410 and total assets of $822,119 at year end.

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