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Nonprofit · EIN 06-6029723

STANLEY WILLIAM EST TRUA TTEES

Tax-exempt · DALLAS, TX 75265

Financials

$25K$27K2023$36K$34K2024
Revenue Expenses · by fiscal year end
Financials of STANLEY WILLIAM EST TRUA TTEES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$36,262$34,407$1,855$550,291$0$550,291
June 30, 2024990-PF$24,552$26,790-$2,238$548,440$0$548,440
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$17,091
Net gain from sales of assets
$19,171

Expenses

Grants and similar amounts paid
$26,263
Disbursements for charitable purposes
$26,763
Excise tax on investment income
$400

Balance sheet and other

Total assets, start of year
$548,440
Total assets, end of year
$550,291
Total liabilities, end of year
$0
Net assets, end of year
$550,291
Fair market value of assets
$669,632
Qualifying distributions
$26,763
Net investment income
$36,262

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.

NameTitleHours / weekCompensation
LEONARD F DIAMOND
60 RIDGEWOOD DR, ROCKY HILL, CT 060674217
CO-TRUSTEE1$0
DAVID M FORD
142 TAFT LN, WINDSOR LOCKS, CT 060962722
CO-TRUSTEE1$0
SUSAN L ELPHICK
7 BURLINGTON RD, UNIONVILLE, CT 060851311
CO-TRUSTEE1$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
LEONARD F DIAMOND
60 RIDGEWOOD DR, ROCKY HILL, CT 060674217
CO-TRUSTEE1$0
DAVID M FORD
142 TAFT LN, WINDSOR LOCKS, CT 060962722
CO-TRUSTEE1$0
SUSAN L ELPHICK
7 BURLINGTON RD, UNIONVILLE, CT 060851311
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET PRIVATE CLIENTS GROUP
Signed the 990-PF
LEONARD F DIAMOND, CO-TRUSTEE
Phone
(888) 866-3275
Return prepared by
BANK OF AMERICA

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
06-6029723
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$550,291
Income (IRS master file)
$165,779

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$36,262$34,407$550,291IRS
990-PFJune 2024$24,552$26,790$548,440XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––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 06-6029723).

Questions about STANLEY WILLIAM EST TRUA TTEES

What is the EIN of STANLEY WILLIAM EST TRUA TTEES?
The employer identification number (EIN) of STANLEY WILLIAM EST TRUA TTEES is 06-6029723.
Is STANLEY WILLIAM EST TRUA TTEES tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does STANLEY WILLIAM EST TRUA TTEES file?
Form 990-PF. Private foundations file every year.
When is the next return of STANLEY WILLIAM EST TRUA TTEES 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 STANLEY WILLIAM EST TRUA TTEES 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 STANLEY WILLIAM EST TRUA TTEES?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does STANLEY WILLIAM EST TRUA TTEES have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $36,262, expenses of $34,407 and total assets of $550,291 at year end.

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