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Nonprofit · EIN 06-6031451

MARY W BEARDSLEY TRUST 860

Tax-exempt · DALLAS, TX 75265

Financials

$24K$40K2023$72K$47K2024$78K$60K2025
Revenue Expenses · by fiscal year end
Financials of MARY W BEARDSLEY TRUST 860 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$77,530$59,604$17,926$707,282$0$707,282
December 31, 2024990-PF$72,054$46,737$25,317$689,140$0$689,140
December 31, 2023990-PF$24,114$39,931-$15,817$664,533$0$664,533
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$19,631
Net gain from sales of assets
$57,899

Expenses

Grants and similar amounts paid
$43,968
Compensation of officers, directors and key employees
$11,961
Disbursements for charitable purposes
$49,253
Excise tax on investment income
$951

Balance sheet and other

Total assets, start of year
$689,140
Total assets, end of year
$707,282
Total liabilities, end of year
$0
Net assets, end of year
$707,282
Fair market value of assets
$897,983
Qualifying distributions
$49,253
Net investment income
$77,241

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$11,961
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$11,460
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$10,318

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET INVESTMENT SERVICES
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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6031451
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$707,282
Income (IRS master file)
$172,052

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$77,530$59,604$707,282XML
990-PFDecember 2024$72,054$46,737$689,140XML
990-PFDecember 2023$24,114$39,931$664,533XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 06-6031451).

Questions about MARY W BEARDSLEY TRUST 860

What is the EIN of MARY W BEARDSLEY TRUST 860?
The employer identification number (EIN) of MARY W BEARDSLEY TRUST 860 is 06-6031451.
Is MARY W BEARDSLEY TRUST 860 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does MARY W BEARDSLEY TRUST 860 file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY W BEARDSLEY TRUST 860 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARY W BEARDSLEY TRUST 860 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MARY W BEARDSLEY TRUST 860?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,961 (BANK OF AMERICA, TRUSTEE).
How much revenue does MARY W BEARDSLEY TRUST 860 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $77,530, expenses of $59,604 and total assets of $707,282 at year end.

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