Nonprofit · EIN 06-6178601
OSCAR WEGMAN TRUST UA
Also known as CBT TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $183,602 | $96,947 | $86,655 | $1,271,999 | $0 | $1,271,999 |
| July 31, 2025 | 990-PF | $107,315 | $80,465 | $26,850 | $1,116,399 | $0 | $1,116,399 |
| July 31, 2024 | 990-PF | $35,097 | $68,891 | -$33,794 | $1,097,276 | $0 | $1,097,276 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $31,560
- Net gain from sales of assets
- $152,042
Expenses
- Grants and similar amounts paid
- $72,143
- Compensation of officers, directors and key employees
- $20,766
- Disbursements for charitable purposes
- $80,949
- Excise tax on investment income
- $2,344
Balance sheet and other
- Total assets, start of year
- $1,116,399
- Total assets, end of year
- $1,271,999
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,271,999
- Fair market value of assets
- $1,538,553
- Qualifying distributions
- $80,949
- Net investment income
- $183,149
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 | $20,766 |
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 | $19,038 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $17,329 |
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 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
- 06-6178601
- 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
- 1991
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,116,399
- Income (IRS master file)
- $249,855
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | $183,602 | $96,947 | $1,271,999 | XML |
| 990-PF | July 2025 | $107,315 | $80,465 | $1,116,399 | XML |
| 990-PF | July 2024 | $35,097 | $68,891 | $1,097,276 | 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 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 06-6178601).
Questions about OSCAR WEGMAN TRUST UA
- What is the EIN of OSCAR WEGMAN TRUST UA?
- The employer identification number (EIN) of OSCAR WEGMAN TRUST UA is 06-6178601.
- Is OSCAR WEGMAN TRUST UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to OSCAR WEGMAN TRUST UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OSCAR WEGMAN TRUST UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OSCAR WEGMAN TRUST UA 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 OSCAR WEGMAN TRUST UA 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 OSCAR WEGMAN TRUST UA?
- The 990-PF for the year ended July 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $20,766 (BANK OF AMERICA, TRUSTEE).
- How much revenue does OSCAR WEGMAN TRUST UA have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $183,602, expenses of $96,947 and total assets of $1,271,999 at year end.
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