Nonprofit · EIN 06-6142719
DAVID SOLTZ TRUST UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $23,659 | $13,178 | $10,481 | $163,349 | $0 | $163,349 |
| July 31, 2025 | 990-PF | $13,590 | $10,409 | $3,181 | $143,980 | $0 | $143,980 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $4,045
- Net gain from sales of assets
- $19,614
Expenses
- Grants and similar amounts paid
- $8,846
- Compensation of officers, directors and key employees
- $2,634
- Disbursements for charitable purposes
- $10,400
- Excise tax on investment income
- $293
Balance sheet and other
- Total assets, start of year
- $143,980
- Total assets, end of year
- $163,349
- Total liabilities, end of year
- $0
- Net assets, end of year
- $163,349
- Fair market value of assets
- $197,147
- Qualifying distributions
- $10,400
- Net investment income
- $23,597
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,634 |
990-PF for the year ended July 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,384 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % CONNECTICUT BANK AND TRUST CO
- 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990-PF on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6142719
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1979
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $143,980
- Income (IRS master file)
- $29,555
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | – | – | – | IRS |
| 990-PF | July 2025 | – | – | – | IRS |
| 990-PF | July 2024 | $4,751 | $9,234 | $141,838 | IRS |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about DAVID SOLTZ TRUST UW
- What is the EIN of DAVID SOLTZ TRUST UW?
- The employer identification number (EIN) of DAVID SOLTZ TRUST UW is 06-6142719.
- Is DAVID SOLTZ TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to DAVID SOLTZ TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID SOLTZ TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID SOLTZ TRUST UW due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID SOLTZ TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of DAVID SOLTZ TRUST UW?
- The 990-PF for the year ended July 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,634 (BANK OF AMERICA, TRUSTEE).
- How much revenue does DAVID SOLTZ TRUST UW have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $23,659, expenses of $13,178 and total assets of $163,349 at year end.
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