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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 06-6030517

THEODORA A CLARKE TRUST UW 1164904010

Also known as FLEET NATIONAL BANK

Tax-exempt · DALLAS, TX 75265

Financials

$12K$21K2023$40K$27K2024
Revenue Expenses · by fiscal year end
Financials of THEODORA A CLARKE TRUST UW 1164904010 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$39,572$27,375$12,197$385,938$0$385,938
December 31, 2023990-PF$12,079$21,060-$8,981$374,150$0$374,150
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$11,164
Net gain from sales of assets
$28,408

Expenses

Grants and similar amounts paid
$19,059
Compensation of officers, directors and key employees
$6,361
Disbursements for charitable purposes
$22,104
Excise tax on investment income
$473

Balance sheet and other

Total assets, start of year
$374,150
Total assets, end of year
$385,938
Total liabilities, end of year
$0
Net assets, end of year
$385,938
Fair market value of assets
$461,171
Qualifying distributions
$22,104
Net investment income
$39,172

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$6,361
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$5,672

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6030517
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$385,938
Income (IRS master file)
$85,626

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$39,572$27,375$385,938XML
990-PFDecember 2023$12,079$21,060$374,150XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 06-6030517).

Questions about THEODORA A CLARKE TRUST UW 1164904010

What is the EIN of THEODORA A CLARKE TRUST UW 1164904010?
The employer identification number (EIN) of THEODORA A CLARKE TRUST UW 1164904010 is 06-6030517.
Is THEODORA A CLARKE TRUST UW 1164904010 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does THEODORA A CLARKE TRUST UW 1164904010 file?
Form 990-PF. Private foundations file every year.
When is the next return of THEODORA A CLARKE TRUST UW 1164904010 due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THEODORA A CLARKE TRUST UW 1164904010 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THEODORA A CLARKE TRUST UW 1164904010?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $6,361 (BANK OF AMERICA, TRUSTEE).
How much revenue does THEODORA A CLARKE TRUST UW 1164904010 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $39,572, expenses of $27,375 and total assets of $385,938 at year end.

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