Nonprofit · EIN 06-6027468
HARRIET M BUNDY TR UW FLEET BANK NA
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $238,168 | $162,220 | $75,948 | $2,290,421 | $0 | $2,290,421 |
| June 30, 2024 | 990-PF | $77,108 | $145,545 | -$68,437 | $2,235,464 | $0 | $2,235,464 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $65,761
- Net gain from sales of assets
- $172,407
Expenses
- Grants and similar amounts paid
- $118,716
- Compensation of officers, directors and key employees
- $37,936
- Disbursements for charitable purposes
- $134,390
- Excise tax on investment income
- $2,904
Balance sheet and other
- Total assets, start of year
- $2,235,464
- Total assets, end of year
- $2,290,421
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,290,421
- Fair market value of assets
- $2,918,249
- Qualifying distributions
- $134,390
- Net investment income
- $235,797
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $37,936 |
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 | $34,745 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % TAX PROBATE DEPARTMENT
- 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 | Not due yet |
| 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
- 06-6027468
- Exempt since
- 1900
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,290,421
- Income (IRS master file)
- $513,430
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $238,168 | $162,220 | $2,290,421 | XML |
| 990-PF | June 2024 | $77,108 | $145,545 | $2,235,464 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 06-6027468).
Questions about HARRIET M BUNDY TR UW FLEET BANK NA
- What is the EIN of HARRIET M BUNDY TR UW FLEET BANK NA?
- The employer identification number (EIN) of HARRIET M BUNDY TR UW FLEET BANK NA is 06-6027468.
- Is HARRIET M BUNDY TR UW FLEET BANK NA tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1900.
- Which annual return does HARRIET M BUNDY TR UW FLEET BANK NA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRIET M BUNDY TR UW FLEET BANK NA 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 HARRIET M BUNDY TR UW FLEET BANK NA 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 HARRIET M BUNDY TR UW FLEET BANK NA?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $37,936 (BANK OF AMERICA, TRUSTEE).
- How much revenue does HARRIET M BUNDY TR UW FLEET BANK NA have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $238,168, expenses of $162,220 and total assets of $2,290,421 at year end.
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