Nonprofit · EIN 05-6003969
TRUST UW HELEN MCHENRY BRADLEY 2 1248
Also known as FBO BRADLEY HOS 59-2124800
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $334,483 | $257,990 | $76,493 | $4,579,730 | $0 | $4,579,730 |
| December 31, 2023 | 990 | $25,668 | $259,572 | -$233,904 | $4,504,918 | $0 | $4,504,918 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $334,483
- Net gain from sales of assets
- $224,392
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $225,233
- Compensation of officers, directors and key employees
- $26,123
- Salaries, compensation and benefits (total)
- $26,123
- Professional fundraising fees
- $0
- Accounting fees
- $1,250
- Program services (functional)
- $237,841
- Management and general (functional)
- $20,149
Balance sheet and other
- Total assets, start of year
- $4,504,918
- Total assets, end of year
- $4,579,730
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,579,730
- Publicly traded securities
- $4,378,078
- Gross receipts
- $1,526,385
- Employees
- 0
- Year formed
- 1919
- State of legal domicile
- RI
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE Institutional trustee | – | $26,123 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE Institutional trustee | – | $23,704 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET ASSET MANAGEMENT GROUP
- Principal officer (990 for 2024)
- BANK OF AMERICA NA, PO BOX 653067, DALLAS, TX 752653067
- Signed the 990
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
Mission
TO PROVIDE SUPPORT TO BRADLEY HOSPITAL FBO EMMA PENDLETON
Program accomplishments
- EMMA PENDLETON BRADLEY HOSPITALExpenses $225,223 · grants $225,223
- BANK OF AMERICA, TRUSTEE FEESExpenses $10,449
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 05-6003969
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $4,579,730
- Income (IRS master file)
- $1,526,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $334,483 | $257,990 | $4,579,730 | XML |
| 990 | December 2023 | $25,668 | $259,572 | $4,504,918 | XML |
| 990 | December 2022 | $51,916 | $254,482 | $4,744,416 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 05-6003969).
Questions about TRUST UW HELEN MCHENRY BRADLEY 2 1248
- What is the EIN of TRUST UW HELEN MCHENRY BRADLEY 2 1248?
- The employer identification number (EIN) of TRUST UW HELEN MCHENRY BRADLEY 2 1248 is 05-6003969.
- Is TRUST UW HELEN MCHENRY BRADLEY 2 1248 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to TRUST UW HELEN MCHENRY BRADLEY 2 1248 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does TRUST UW HELEN MCHENRY BRADLEY 2 1248 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRUST UW HELEN MCHENRY BRADLEY 2 1248 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST UW HELEN MCHENRY BRADLEY 2 1248 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TRUST UW HELEN MCHENRY BRADLEY 2 1248?
- The 990 for the year ended December 31, 2024 names BANK OF AMERICA NA.
- Who are the officers and directors of TRUST UW HELEN MCHENRY BRADLEY 2 1248?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $26,123 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TRUST UW HELEN MCHENRY BRADLEY 2 1248 have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $334,483, expenses of $257,990 and total assets of $4,579,730 at year end.
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