Nonprofit · EIN 05-6007677
TRUST U/I OF ISAAC LAWTON
Also known as FLEET INVESTMENT SERVICES
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $38,183 | $42,140 | -$3,957 | $1,079,488 | $0 | $1,079,488 |
| November 30, 2023 | 990-PF | -$7,476 | $45,114 | -$52,590 | $1,022,715 | $0 | $1,022,715 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $27,544
- Net gain from sales of assets
- $8,547
- Other income
- $2,092
Expenses
- Grants and similar amounts paid
- $39,341
- Compensation of officers, directors and key employees
- $1,317
- Disbursements for charitable purposes
- $39,918
- Excise tax on investment income
- $465
Balance sheet and other
- Total assets, start of year
- $1,022,715
- Total assets, end of year
- $1,079,488
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,079,488
- Fair market value of assets
- $1,340,363
- Qualifying distributions
- $39,918
- Net investment income
- $35,658
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | CO-TRUSTEE | 1 | $1,317 |
| ANTHONY M AMARAL 5 WAKE ROBIN RD UNIT 2705, LINCOLN, RI 028655232 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | CO-TRUSTEE | 1 | $1,195 |
| ANTHONY M AMARAL 2 DOUGLAS FIR WAY, COVENTRY, RI 028166398 | CO-TRUSTEE | 1 | $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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 05-6007677
- 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
- 1976
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,079,488
- Income (IRS master file)
- $159,382
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $38,183 | $42,140 | $1,079,488 | XML |
| 990-PF | November 2023 | -$7,476 | $45,114 | $1,022,715 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 05-6007677).
Questions about TRUST U/I OF ISAAC LAWTON
- What is the EIN of TRUST U/I OF ISAAC LAWTON?
- The employer identification number (EIN) of TRUST U/I OF ISAAC LAWTON is 05-6007677.
- Is TRUST U/I OF ISAAC LAWTON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to TRUST U/I OF ISAAC LAWTON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST U/I OF ISAAC LAWTON file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST U/I OF ISAAC LAWTON due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST U/I OF ISAAC LAWTON last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of TRUST U/I OF ISAAC LAWTON?
- The 990-PF for the year ended November 30, 2024 lists 2 people; 1 received compensation from the organization, the highest $1,317 (BANK OF AMERICA, CO-TRUSTEE).
- How much revenue does TRUST U/I OF ISAAC LAWTON have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $38,183, expenses of $42,140 and total assets of $1,079,488 at year end.
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