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Nonprofit · EIN 05-6077902

GRACE B ROSS TR UW

Tax-exempt · DALLAS, TX 75265

Financials

$28K$20K2025
Revenue Expenses · by fiscal year end
Financials of GRACE B ROSS TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$27,651$19,722$7,929$263,390$0$263,390
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$7,163
Net gain from sales of assets
$20,488

Expenses

Grants and similar amounts paid
$12,855
Compensation of officers, directors and key employees
$4,382
Disbursements for charitable purposes
$15,158
Excise tax on investment income
$331

Balance sheet and other

Total assets, start of year
$255,383
Total assets, end of year
$263,390
Total liabilities, end of year
$0
Net assets, end of year
$263,390
Fair market value of assets
$332,598
Qualifying distributions
$15,158
Net investment income
$27,541

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$4,382

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA
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
05-6077902
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$263,390
Income (IRS master file)
$56,819

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$8,113$14,900$247,167IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about GRACE B ROSS TR UW

What is the EIN of GRACE B ROSS TR UW?
The employer identification number (EIN) of GRACE B ROSS TR UW is 05-6077902.
Is GRACE B ROSS TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Which annual return does GRACE B ROSS TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of GRACE B ROSS TR UW 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 GRACE B ROSS TR UW 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 GRACE B ROSS TR UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,382 (BANK OF AMERICA, TRUSTEE).
How much revenue does GRACE B ROSS TR UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $27,651, expenses of $19,722 and total assets of $263,390 at year end.

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