Nonprofit · EIN 05-6083666
ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $432,374 | $212,789 | $219,585 | $2,940,706 | $0 | $2,940,706 |
| July 31, 2025 | 990-PF | $253,255 | $198,734 | $54,521 | $2,556,154 | $0 | $2,556,154 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $73,012
- Net gain from sales of assets
- $359,362
Expenses
- Grants and similar amounts paid
- $162,424
- Compensation of officers, directors and key employees
- $39,840
- Disbursements for charitable purposes
- $179,645
- Excise tax on investment income
- $5,608
Balance sheet and other
- Total assets, start of year
- $2,556,154
- Total assets, end of year
- $2,940,706
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,940,706
- Fair market value of assets
- $3,574,555
- Qualifying distributions
- $179,645
- Net investment income
- $431,237
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $39,840 |
990-PF for the year ended July 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $36,307 |
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990-PF on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 05-6083666
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1992
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,556,154
- Income (IRS master file)
- $617,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | – | – | – | IRS |
| 990-PF | July 2025 | – | – | – | IRS |
| 990-PF | July 2024 | $93,643 | $183,237 | $2,522,157 | IRS |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST
- What is the EIN of ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST?
- The employer identification number (EIN) of ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST is 05-6083666.
- Is ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Which annual return does ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST?
- The 990-PF for the year ended July 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $39,840 (BANK OF AMERICA, TRUSTEE).
- How much revenue does ELLERY W CARPENTER CHARITABLE REMAINDER UNITRUST have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $432,374, expenses of $212,789 and total assets of $2,940,706 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- AT&T VEBA TRUST EIN 43-1491162 · last filed 990 for 2024
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025