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Nonprofit · EIN 06-6138002

LOUISE E TERRY TRUST UW FBO

Also known as HFD HOSP FREE BED FUND

Tax-exempt · DALLAS, TX 75265

Financials

−$812$11K2022$6K$10K2023$19K$12K2024
Revenue Expenses · by fiscal year end
Financials of LOUISE E TERRY TRUST UW FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$19,405$11,903$7,502$173,887$0$173,887
October 31, 2024990-PF$6,454$10,341-$3,887$167,370$0$167,370
October 31, 2023990-PF-$812$10,630-$11,442$164,727$0$164,727
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$4,848
Net gain from sales of assets
$14,495
Other income
$62

Expenses

Grants and similar amounts paid
$7,162
Compensation of officers, directors and key employees
$2,940
Disbursements for charitable purposes
$8,838
Excise tax on investment income
$228

Balance sheet and other

Total assets, start of year
$167,370
Total assets, end of year
$173,887
Total liabilities, end of year
$0
Net assets, end of year
$173,887
Fair market value of assets
$225,020
Qualifying distributions
$8,838
Net investment income
$19,167

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,940
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,790
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,480

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET NATIONAL BANK
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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
06-6138002
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$173,887
Income (IRS master file)
$40,070

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$19,405$11,903$173,887XML
990-PFOctober 2024$6,454$10,341$167,370XML
990-PFOctober 2023-$812$10,630$164,727XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––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 06-6138002).

Questions about LOUISE E TERRY TRUST UW FBO

What is the EIN of LOUISE E TERRY TRUST UW FBO?
The employer identification number (EIN) of LOUISE E TERRY TRUST UW FBO is 06-6138002.
Is LOUISE E TERRY TRUST UW FBO tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does LOUISE E TERRY TRUST UW FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of LOUISE E TERRY TRUST UW FBO due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOUISE E TERRY TRUST UW FBO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of LOUISE E TERRY TRUST UW FBO?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,940 (BANK OF AMERICA, TRUSTEE).
How much revenue does LOUISE E TERRY TRUST UW FBO have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $19,405, expenses of $11,903 and total assets of $173,887 at year end.

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