Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 05-6004408

JESSE H METCALF TRUST 3-4565 FBO UNITED WAY

Also known as FOR L D S METCALF

Tax-exempt · DALLAS, TX 75265

Financials

$286K$183K2025
Revenue Expenses · by fiscal year end
Financials of JESSE H METCALF TRUST 3-4565 FBO UNITED WAY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$285,991$182,784$103,207$2,590,223$0$2,590,223
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$69,365
Net gain from sales of assets
$216,626

Expenses

Grants and similar amounts paid
$131,602
Compensation of officers, directors and key employees
$41,293
Disbursements for charitable purposes
$148,669
Excise tax on investment income
$3,561

Balance sheet and other

Total assets, start of year
$2,486,219
Total assets, end of year
$2,590,223
Total liabilities, end of year
$0
Net assets, end of year
$2,590,223
Fair market value of assets
$3,261,696
Qualifying distributions
$148,669
Net investment income
$284,897

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$41,293

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, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
05-6004408
Exempt since
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,590,223
Income (IRS master file)
$518,654

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$285,991$182,784$2,590,223XML

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 05-6004408).

Questions about JESSE H METCALF TRUST 3-4565 FBO UNITED WAY

What is the EIN of JESSE H METCALF TRUST 3-4565 FBO UNITED WAY?
The employer identification number (EIN) of JESSE H METCALF TRUST 3-4565 FBO UNITED WAY is 05-6004408.
Is JESSE H METCALF TRUST 3-4565 FBO UNITED WAY tax-exempt?
Yes. The IRS lists it as tax-exempt since 2025.
Which annual return does JESSE H METCALF TRUST 3-4565 FBO UNITED WAY file?
Form 990-PF. Private foundations file every year.
When is the next return of JESSE H METCALF TRUST 3-4565 FBO UNITED WAY 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 JESSE H METCALF TRUST 3-4565 FBO UNITED WAY 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 JESSE H METCALF TRUST 3-4565 FBO UNITED WAY?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $41,293 (BANK OF AMERICA, TRUSTEE).
How much revenue does JESSE H METCALF TRUST 3-4565 FBO UNITED WAY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $285,991, expenses of $182,784 and total assets of $2,590,223 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas