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Nonprofit · EIN 05-6053702

WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW

Tax-exempt · DALLAS, TX 75265

Financials

$26K$46K2023$67K$51K2024
Revenue Expenses · by fiscal year end
Financials of WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$66,974$50,677$16,297$689,562$0$689,562
June 30, 2024990-PF$25,882$46,383-$20,501$680,961$0$680,961
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$20,445
Net gain from sales of assets
$44,051
Other income
$2,478

Expenses

Grants and similar amounts paid
$35,490
Compensation of officers, directors and key employees
$11,942
Disbursements for charitable purposes
$40,817
Excise tax on investment income
$762

Balance sheet and other

Total assets, start of year
$680,961
Total assets, end of year
$689,562
Total liabilities, end of year
$0
Net assets, end of year
$689,562
Fair market value of assets
$882,748
Qualifying distributions
$40,817
Net investment income
$63,775

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 75265
TRUSTEE1$11,942
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 75265
TRUSTEE1$10,907

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% RI HOSPITAL TRUST NATL BK ETAL
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
05-6053702
Exempt since
1975
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$689,562
Income (IRS master file)
$165,775

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$66,974$50,677$689,562XML
990-PFJune 2024$25,882$46,383$680,961XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 05-6053702).

Questions about WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW

What is the EIN of WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW?
The employer identification number (EIN) of WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW is 05-6053702.
Is WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt since 1975.
Which annual return does WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,942 (BANK OF AMERICA, TRUSTEE).
How much revenue does WALTER W FARNUM RESIDUARY CHARITABLE TRUST UW have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $66,974, expenses of $50,677 and total assets of $689,562 at year end.

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