Nonprofit · EIN 06-6029490
GERTRUDE H ROGERS TR UW 752434 6
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $343,579 | $137,771 | $205,808 | $3,971,737 | $0 | $3,971,737 |
| September 30, 2024 | 990-PF | $114,225 | $278,525 | -$164,300 | $3,774,038 | $0 | $3,774,038 |
| September 30, 2023 | 990-PF | -$71,027 | $381,559 | -$452,586 | $3,852,241 | $0 | $3,852,241 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $104,095
- Net gain from sales of assets
- $239,484
Expenses
- Grants and similar amounts paid
- $69,792
- Compensation of officers, directors and key employees
- $57,143
- Disbursements for charitable purposes
- $96,797
- Excise tax on investment income
- $4,173
Balance sheet and other
- Total assets, start of year
- $3,774,038
- Total assets, end of year
- $3,971,737
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,971,737
- Fair market value of assets
- $4,805,955
- Qualifying distributions
- $96,797
- Net investment income
- $339,866
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 75265 | CO-TRUSTEE | 1 | $55,338 |
| MALCOLM BARLOW ESQ 172 EAST CENTER STREET, MANCHESTER, CT 06040 | CO-TRUSTEE | 1 | $1,805 |
| C WENDELL WICKERSHAM MD 4 DIMOCK LN, BOLTON, CT 060437220 | CONSULTANT | 1 | $0 |
| ANGELEE CARLA 152 SADDLE HILL RD, MANCHESTER, CT 060406916 | CONSULTANT | 1 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 101 EAST RIVER DR, EAST HARTFORD, CT 06108 | CO-TRUSTEE | 1 | $50,680 |
| MALCOLM BARLOW ESQ 172 EAST CENTER STREET, MANCHESTER, CT 06040 | CO-TRUSTEE | 1 | $1,620 |
| C WENDELL WICKERSHAM MD 4 DIMOCK LN, BOLTON, CT 060437220 | CONSULTANT | 1 | $0 |
| ANGELEE CARLA 192 E CENTER ST, MANCHESTER, CT 060405210 | CONSULTANT | 1 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 101 EAST RIVER DR, EAST HARTFORD, CT 06108 | CO-TRUSTEE | 1 | $49,765 |
| MALCOLM BARLOW ESQ 172 EAST CENTER STREET, MANCHESTER, CT 06040 | CO-TRUSTEE | 1 | $3,690 |
| C WENDELL WICKERSHAM MD 4 DIMOCK LN, BOLTON, CT 060437220 | CONSULTANT | 1 | $0 |
| ANGELEE CARLA 192 E CENTER ST, MANCHESTER, CT 060405210 | CONSULTANT | 1 | $0 |
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 06-6029490
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,971,737
- Income (IRS master file)
- $739,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $343,579 | $137,771 | $3,971,737 | XML |
| 990-PF | September 2024 | $114,225 | $278,525 | $3,774,038 | XML |
| 990-PF | September 2023 | -$71,027 | $381,559 | $3,852,241 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 06-6029490).
Questions about GERTRUDE H ROGERS TR UW 752434 6
- What is the EIN of GERTRUDE H ROGERS TR UW 752434 6?
- The employer identification number (EIN) of GERTRUDE H ROGERS TR UW 752434 6 is 06-6029490.
- Is GERTRUDE H ROGERS TR UW 752434 6 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does GERTRUDE H ROGERS TR UW 752434 6 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERTRUDE H ROGERS TR UW 752434 6 due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERTRUDE H ROGERS TR UW 752434 6 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of GERTRUDE H ROGERS TR UW 752434 6?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 2 received compensation from the organization, the highest $55,338 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does GERTRUDE H ROGERS TR UW 752434 6 have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $343,579, expenses of $137,771 and total assets of $3,971,737 at year end.
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