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Nonprofit · EIN 05-6042077

TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE

Also known as FLEET NATIONAL BANK

Tax-exempt · DALLAS, TX 75265

Financials

$19K$33K2023$63K$37K2024$69K$41K2025
Revenue Expenses · by fiscal year end
Financials of TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$68,630$41,191$27,439$661,781$0$661,781
December 31, 2024990-PF$63,157$36,836$26,321$634,157$0$634,157
December 31, 2023990-PF$18,691$33,223-$14,532$608,489$0$608,489
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$17,762
Net gain from sales of assets
$50,868

Expenses

Grants and similar amounts paid
$26,082
Compensation of officers, directors and key employees
$10,848
Disbursements for charitable purposes
$30,971
Excise tax on investment income
$838

Balance sheet and other

Total assets, start of year
$634,157
Total assets, end of year
$661,781
Total liabilities, end of year
$0
Net assets, end of year
$661,781
Fair market value of assets
$821,131
Qualifying distributions
$30,971
Net investment income
$68,356

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$10,848
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$10,188
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$9,075

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET NATIONAL BANK
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
05-6042077
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$661,781
Income (IRS master file)
$140,265

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$68,630$41,191$661,781XML
990-PFDecember 2024$63,157$36,836$634,157XML
990-PFDecember 2023$18,691$33,223$608,489XML
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 05-6042077).

Questions about TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE

What is the EIN of TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE?
The employer identification number (EIN) of TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE is 05-6042077.
Is TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE file?
Form 990-PF. Private foundations file every year.
When is the next return of TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE 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 TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE 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 TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,848 (BANK OF AMERICA, TRUSTEE).
How much revenue does TRUST UA LUCIAN AUDINO DTD 6-17-71 3-5921 REVOCABLE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $68,630, expenses of $41,191 and total assets of $661,781 at year end.

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