Nonprofit · EIN 05-6061511
ANNA M POSEMANN TRUST UNDER THE WILL OF
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $18,112 | $8,889 | $9,223 | $124,047 | $0 | $124,047 |
| June 30, 2025 | 990-PF | $10,547 | $10,603 | -$56 | $108,897 | $0 | $108,897 |
| June 30, 2024 | 990-PF | $4,818 | $8,667 | -$3,849 | $110,272 | $0 | $110,272 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $3,120
- Net gain from sales of assets
- $14,992
Expenses
- Grants and similar amounts paid
- $4,600
- Compensation of officers, directors and key employees
- $2,575
- Disbursements for charitable purposes
- $6,180
- Excise tax on investment income
- $217
Balance sheet and other
- Total assets, start of year
- $108,897
- Total assets, end of year
- $124,047
- Total liabilities, end of year
- $0
- Net assets, end of year
- $124,047
- Fair market value of assets
- $156,240
- Qualifying distributions
- $6,180
- Net investment income
- $18,065
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,575 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,397 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,217 |
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 05-6061511
- 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
- 1978
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $124,047
- Income (IRS master file)
- $38,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $18,112 | $8,889 | $124,047 | XML |
| 990-PF | June 2025 | $10,547 | $10,603 | $108,897 | XML |
| 990-PF | June 2024 | $4,818 | $8,667 | $110,272 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 05-6061511).
Questions about ANNA M POSEMANN TRUST UNDER THE WILL OF
- What is the EIN of ANNA M POSEMANN TRUST UNDER THE WILL OF?
- The employer identification number (EIN) of ANNA M POSEMANN TRUST UNDER THE WILL OF is 05-6061511.
- Is ANNA M POSEMANN TRUST UNDER THE WILL OF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to ANNA M POSEMANN TRUST UNDER THE WILL OF tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNA M POSEMANN TRUST UNDER THE WILL OF file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNA M POSEMANN TRUST UNDER THE WILL OF due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNA M POSEMANN TRUST UNDER THE WILL OF last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of ANNA M POSEMANN TRUST UNDER THE WILL OF?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,575 (BANK OF AMERICA, TRUSTEE).
- How much revenue does ANNA M POSEMANN TRUST UNDER THE WILL OF have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $18,112, expenses of $8,889 and total assets of $124,047 at year end.
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