Nonprofit · EIN 06-6029611
MARY E P SHERMAN TR U/W
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $11,181 | $12,832 | -$1,651 | $155,439 | $0 | $155,439 |
| June 30, 2025 | 990-PF | $7,295 | $11,680 | -$4,385 | $156,969 | $0 | $156,969 |
| June 30, 2024 | 990-PF | $11,164 | $12,965 | -$1,801 | $161,043 | $0 | $161,043 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $4,416
- Net gain from sales of assets
- $6,765
Expenses
- Grants and similar amounts paid
- $7,612
- Compensation of officers, directors and key employees
- $3,175
- Disbursements for charitable purposes
- $9,927
- Excise tax on investment income
- $119
Balance sheet and other
- Total assets, start of year
- $156,762
- Total assets, end of year
- $155,439
- Total liabilities, end of year
- $0
- Net assets, end of year
- $155,439
- Fair market value of assets
- $251,502
- Qualifying distributions
- $9,927
- Net investment income
- $11,319
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA ONE CONSTITUTIONAL PLAZA, HARTFORD, CT 061052203 | CO-TRUSTEE | 1 | $3,175 |
| DIOCESAN HOUSE 1335 ASYLUM AVE, HARTFORD, CT 061052203 | CO-TRUSTEE | 1 | $0 |
| JACKIE JAMSHEED 290 PRATT ST STE 3, MERIDEN, CT 064508601 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA ONE CONSTITUTIONAL PLAZA, HARTFORD, CT 061052203 | CO-TRUSTEE | 1 | $2,930 |
| DIOCESAN HOUSE 1335 ASYLUM AVE, HARTFORD, CT 061052203 | CO-TRUSTEE | 1 | $0 |
| JACKIE JAMSHEED 290 PRATT ST STE 3, MERIDEN, CT 064508601 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA ONE CONSTITUTIONAL PLAZA, HARTFORD, CT 061052203 | CO-TRUSTEE | 1 | $2,771 |
| DIOCESAN HOUSE 1335 ASYLUM AVE, HARTFORD, CT 061052203 | CO-TRUSTEE | 1 | $0 |
| JACKIE JAMSHEED 290 PRATT ST STE 3, MERIDEN, CT 064508601 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % CONN BK & TR CO
- 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 | 990-PF on file |
| 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
- 06-6029611
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $156,969
- Income (IRS master file)
- $33,355
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $11,181 | $12,832 | $155,439 | XML |
| 990-PF | June 2025 | $7,295 | $11,680 | $156,969 | XML |
| 990-PF | June 2024 | $11,164 | $12,965 | $161,043 | 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 06-6029611).
Questions about MARY E P SHERMAN TR U/W
- What is the EIN of MARY E P SHERMAN TR U/W?
- The employer identification number (EIN) of MARY E P SHERMAN TR U/W is 06-6029611.
- Is MARY E P SHERMAN TR U/W tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does MARY E P SHERMAN TR U/W file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY E P SHERMAN TR U/W 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 MARY E P SHERMAN TR U/W 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 MARY E P SHERMAN TR U/W?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 1 received compensation from the organization, the highest $3,175 (BANK OF AMERICA, CO-TRUSTEE).
- How much revenue does MARY E P SHERMAN TR U/W have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $11,181, expenses of $12,832 and total assets of $155,439 at year end.
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