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Nonprofit · EIN 05-6069642

PAULINE E PATT TRUST UW

Tax-exempt · DALLAS, TX 75265

Financials

$39K$56K2023$102K$82K2024$168K$91K2025
Revenue Expenses · by fiscal year end
Financials of PAULINE E PATT TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$168,211$91,187$77,024$1,149,222$0$1,149,222
June 30, 2025990-PF$102,130$81,679$20,451$1,018,149$0$1,018,149
June 30, 2024990-PF$39,080$56,453-$17,373$1,009,164$0$1,009,164
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$28,614
Net gain from sales of assets
$139,597

Expenses

Grants and similar amounts paid
$68,052
Compensation of officers, directors and key employees
$17,511
Disbursements for charitable purposes
$75,606
Excise tax on investment income
$2,159

Balance sheet and other

Total assets, start of year
$1,018,149
Total assets, end of year
$1,149,222
Total liabilities, end of year
$0
Net assets, end of year
$1,149,222
Fair market value of assets
$1,447,904
Qualifying distributions
$75,606
Net investment income
$167,788

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$17,511
990-PF for the year ended June 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$16,268
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$14,781

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% NATL BANK RI HOSP TR
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, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
05-6069642
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
1983
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Health care (E22I)
Assets (IRS master file)
$1,149,222
Income (IRS master file)
$349,045

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$168,211$91,187$1,149,222XML
990-PFJune 2025$102,130$81,679$1,018,149XML
990-PFJune 2024$39,080$56,453$1,009,164XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 05-6069642).

Questions about PAULINE E PATT TRUST UW

What is the EIN of PAULINE E PATT TRUST UW?
The employer identification number (EIN) of PAULINE E PATT TRUST UW is 05-6069642.
Is PAULINE E PATT TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to PAULINE E PATT TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PAULINE E PATT TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of PAULINE E PATT TRUST UW 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 PAULINE E PATT TRUST UW 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 PAULINE E PATT TRUST UW?
The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $17,511 (BANK OF AMERICA, TRUSTEE).
How much revenue does PAULINE E PATT TRUST UW have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $168,211, expenses of $91,187 and total assets of $1,149,222 at year end.

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