Nonprofit · EIN 06-6138009
TRUST UW LOUISE E TERRY
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $14,906 | $9,178 | $5,728 | $132,900 | $0 | $132,900 |
| October 31, 2024 | 990-PF | $5,671 | $8,089 | -$2,418 | $127,859 | $0 | $127,859 |
| October 31, 2023 | 990-PF | -$1,171 | $8,979 | -$10,150 | $125,363 | $0 | $125,363 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $3,697
- Net gain from sales of assets
- $11,176
- Other income
- $33
Expenses
- Grants and similar amounts paid
- $5,473
- Compensation of officers, directors and key employees
- $2,247
- Disbursements for charitable purposes
- $6,872
- Excise tax on investment income
- $173
Balance sheet and other
- Total assets, start of year
- $127,859
- Total assets, end of year
- $132,900
- Total liabilities, end of year
- $0
- Net assets, end of year
- $132,900
- Fair market value of assets
- $171,893
- Qualifying distributions
- $6,872
- Net investment income
- $14,739
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,247 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,131 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $1,902 |
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6138009
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $132,900
- Income (IRS master file)
- $30,748
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $14,906 | $9,178 | $132,900 | XML |
| 990-PF | October 2024 | $5,671 | $8,089 | $127,859 | XML |
| 990-PF | October 2023 | -$1,171 | $8,979 | $125,363 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 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 06-6138009).
Questions about TRUST UW LOUISE E TERRY
- What is the EIN of TRUST UW LOUISE E TERRY?
- The employer identification number (EIN) of TRUST UW LOUISE E TERRY is 06-6138009.
- Is TRUST UW LOUISE E TERRY tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does TRUST UW LOUISE E TERRY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UW LOUISE E TERRY 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 TRUST UW LOUISE E TERRY 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 TRUST UW LOUISE E TERRY?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,247 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TRUST UW LOUISE E TERRY have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $14,906, expenses of $9,178 and total assets of $132,900 at year end.
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