Nonprofit · EIN 06-6029757
GEORGIA SAFFORD STONE TR UA
Also known as FLEET NATIONAL BANK TTEE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $1,289,514 | $738,919 | $550,595 | $13,788,852 | $0 | $13,788,852 |
| August 31, 2024 | 990-PF | $446,975 | $737,797 | -$290,822 | $13,238,987 | $0 | $13,238,987 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $374,920
- Net gain from sales of assets
- $914,594
Expenses
- Grants and similar amounts paid
- $568,330
- Compensation of officers, directors and key employees
- $124,404
- Disbursements for charitable purposes
- $618,592
- Excise tax on investment income
- $16,410
Balance sheet and other
- Total assets, start of year
- $13,238,987
- Total assets, end of year
- $13,788,852
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,788,852
- Fair market value of assets
- $17,464,242
- Qualifying distributions
- $618,592
- Net investment income
- $1,275,625
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $124,404 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $114,228 |
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
- 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 06-6029757
- Exempt since
- 1970
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $13,788,852
- Income (IRS master file)
- $2,693,940
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $1,289,514 | $738,919 | $13,788,852 | XML |
| 990-PF | August 2024 | $446,975 | $737,797 | $13,238,987 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | 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 06-6029757).
Questions about GEORGIA SAFFORD STONE TR UA
- What is the EIN of GEORGIA SAFFORD STONE TR UA?
- The employer identification number (EIN) of GEORGIA SAFFORD STONE TR UA is 06-6029757.
- Is GEORGIA SAFFORD STONE TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does GEORGIA SAFFORD STONE TR UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGIA SAFFORD STONE TR UA due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGIA SAFFORD STONE TR UA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of GEORGIA SAFFORD STONE TR UA?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $124,404 (BANK OF AMERICA, TRUSTEE).
- How much revenue does GEORGIA SAFFORD STONE TR UA have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $1,289,514, expenses of $738,919 and total assets of $13,788,852 at year end.
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