Skip to main content

Nonprofit · EIN 04-6749251

THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN

Tax-exempt · DALLAS, TX 75265

Financials

$37K$21K2022$400K$21K2023$51K$95K2024
Revenue Expenses · by fiscal year end
Financials of THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$50,984$95,223-$44,239$596,827$0$596,827
September 30, 2024990-PF$399,798$20,881$378,917$627,749$0$627,749
September 30, 2023990-PF$37,495$20,825$16,670$270,710$0$270,710
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$15,137
Net gain from sales of assets
$35,467
Other income
$380

Expenses

Grants and similar amounts paid
$80,000
Compensation of officers, directors and key employees
$10,633
Disbursements for charitable purposes
$86,777
Excise tax on investment income
$585

Balance sheet and other

Total assets, start of year
$627,749
Total assets, end of year
$596,827
Total liabilities, end of year
$0
Net assets, end of year
$596,827
Fair market value of assets
$750,663
Qualifying distributions
$86,777
Net investment income
$49,969

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 N A
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$10,633
KENNETH MANNING
161 SAINT BOTOLPH ST, BOSTON, MA 02115
CO-TRUSTEE1$0
BEVERLEE SCLAR
17 CONRY CRES, JAMAICA PLAIN, MA 02130
CO-TRUSTEE1$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$5,559
SHEILA DOWD
227 BLUE HILLS PKWY, MILTON, MA 02186
CO-TRUSTEE1$0
KENNETH MANNING
161 SAINT BOTOLPH ST, BOSTON, MA 02115
CO-TRUSTEE1$0
BEVERLEE SCLAR
17 CONRY CRES, JAMAICA PLAIN, MA 02130
CO-TRUSTEE1$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
225 FRANKLIN STREET, BOSTON, MA 02110
CO-TRUSTEE1$4,312
SHEILA DOWD
227 BLUE HILLS PKWY, MILTON, MA 02186
CO-TRUSTEE1$0
KENNETH MANNING
161 SAINT BOTOLPH ST, BOSTON, MA 02115
CO-TRUSTEE1$0
BEVERLEE SCLAR
17 CONRY CRES, JAMAICA PLAIN, MA 02130
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
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 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
04-6749251
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
1995
Accounting year ends
September
Files
Form 990-PF
Category (NTEE)
Human services (P80Z)
Assets (IRS master file)
$596,827
Income (IRS master file)
$161,310

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$50,984$95,223$596,827XML
990-PFSeptember 2024$399,798$20,881$627,749XML
990-PFSeptember 2023$37,495$20,825$270,710XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––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 04-6749251).

Questions about THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN

What is the EIN of THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN?
The employer identification number (EIN) of THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN is 04-6749251.
Is THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN 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 THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN?
The 990-PF for the year ended September 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $10,633 (BANK OF AMERICA N A, CO-TRUSTEE).
How much revenue does THE JOHN FIELDS CHARLES HANNAGAN AND DAVID WALTERS CHARITABLE FDN have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $50,984, expenses of $95,223 and total assets of $596,827 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas · Human services