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Nonprofit · EIN 06-6066750

LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010

Tax-exempt · DALLAS, TX 75265

Financials

$15K$27K2023$51K$34K2024$55K$40K2025
Revenue Expenses · by fiscal year end
Financials of LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$55,254$39,686$15,568$522,524$0$522,524
December 31, 2024990-PF$51,410$33,522$17,888$506,794$0$506,794
December 31, 2023990-PF$14,594$27,258-$12,664$489,443$0$489,443
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$14,104
Net gain from sales of assets
$41,150

Expenses

Grants and similar amounts paid
$26,040
Compensation of officers, directors and key employees
$8,703
Disbursements for charitable purposes
$31,953
Excise tax on investment income
$673

Balance sheet and other

Total assets, start of year
$506,794
Total assets, end of year
$522,524
Total liabilities, end of year
$0
Net assets, end of year
$522,524
Fair market value of assets
$654,227
Qualifying distributions
$31,953
Net investment income
$55,043

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$8,703
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$8,121
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$7,651

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
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
06-6066750
Exempt since
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$522,524
Income (IRS master file)
$118,751

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$55,254$39,686$522,524IRS
990-PFDecember 2024$51,410$33,522$506,794IRS
990-PFDecember 2023$14,594$27,258$489,443XML
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 06-6066750).

Questions about LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010

What is the EIN of LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010?
The employer identification number (EIN) of LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010 is 06-6066750.
Is LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010 tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010 file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010 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 LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010 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 LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,703 (BANK OF AMERICA, TRUSTEE).
How much revenue does LUCIUS E HUMPHREY TRUST UW ETAL 137-1167105010 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,254, expenses of $39,686 and total assets of $522,524 at year end.

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