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Nonprofit · EIN 05-6004149

ALBERT M STEINERT TRUST UW 2-2790 NECT

Also known as FLEET NATIONAL BANK

Tax-exempt · DALLAS, TX 75265

Financials

$9K$16K2023$30K$19K2024$31K$22K2025
Revenue Expenses · by fiscal year end
Financials of ALBERT M STEINERT TRUST UW 2-2790 NECT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$30,930$21,798$9,132$283,465$0$283,465
December 31, 2024990-PF$29,835$19,153$10,682$274,248$0$274,248
December 31, 2023990-PF$9,367$15,859-$6,492$263,843$0$263,843
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$7,819
Net gain from sales of assets
$23,111

Expenses

Grants and similar amounts paid
$14,297
Compensation of officers, directors and key employees
$5,138
Disbursements for charitable purposes
$16,902
Excise tax on investment income
$370

Balance sheet and other

Total assets, start of year
$274,248
Total assets, end of year
$283,465
Total liabilities, end of year
$0
Net assets, end of year
$283,465
Fair market value of assets
$359,946
Qualifying distributions
$16,902
Net investment income
$30,811

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$5,138
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$4,862
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$4,309

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% A BANK OF AMERICA CO
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
05-6004149
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$283,465
Income (IRS master file)
$69,942

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$30,930$21,798$283,465IRS
990-PFDecember 2024$29,835$19,153$274,248XML
990-PFDecember 2023$9,367$15,859$263,843XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 05-6004149).

Questions about ALBERT M STEINERT TRUST UW 2-2790 NECT

What is the EIN of ALBERT M STEINERT TRUST UW 2-2790 NECT?
The employer identification number (EIN) of ALBERT M STEINERT TRUST UW 2-2790 NECT is 05-6004149.
Is ALBERT M STEINERT TRUST UW 2-2790 NECT tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ALBERT M STEINERT TRUST UW 2-2790 NECT file?
Form 990-PF. Private foundations file every year.
When is the next return of ALBERT M STEINERT TRUST UW 2-2790 NECT due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALBERT M STEINERT TRUST UW 2-2790 NECT last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ALBERT M STEINERT TRUST UW 2-2790 NECT?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,138 (BANK OF AMERICA, TRUSTEE).
How much revenue does ALBERT M STEINERT TRUST UW 2-2790 NECT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,930, expenses of $21,798 and total assets of $283,465 at year end.

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