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Nonprofit · EIN 06-6219979

MARY G BURR TRUST UA

Tax-exempt · DALLAS, TX 75265

Financials

$29K$45K2023$71K$52K2024$121K$65K2025
Revenue Expenses · by fiscal year end
Financials of MARY G BURR TRUST UA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$121,058$64,504$56,554$827,805$0$827,805
April 30, 2025990-PF$71,213$52,233$18,980$743,213$0$743,213
April 30, 2024990-PF$29,426$45,263-$15,837$728,128$0$728,128
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$20,964
Net gain from sales of assets
$100,094

Expenses

Grants and similar amounts paid
$46,656
Compensation of officers, directors and key employees
$13,349
Disbursements for charitable purposes
$52,496
Excise tax on investment income
$1,543

Balance sheet and other

Total assets, start of year
$743,213
Total assets, end of year
$827,805
Total liabilities, end of year
$0
Net assets, end of year
$827,805
Fair market value of assets
$1,020,613
Qualifying distributions
$52,496
Net investment income
$120,738

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$13,349
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$12,482
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$11,221

Address and contacts

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

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
06-6219979
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
1987
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$827,805
Income (IRS master file)
$258,103

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$121,058$64,504$827,805XML
990-PFApril 2025$71,213$52,233$743,213XML
990-PFApril 2024$29,426$45,263$728,128XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 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 06-6219979).

Questions about MARY G BURR TRUST UA

What is the EIN of MARY G BURR TRUST UA?
The employer identification number (EIN) of MARY G BURR TRUST UA is 06-6219979.
Is MARY G BURR TRUST UA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to MARY G BURR TRUST UA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY G BURR TRUST UA file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY G BURR TRUST UA due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARY G BURR TRUST UA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of MARY G BURR TRUST UA?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $13,349 (BANK OF AMERICA, TRUSTEE).
How much revenue does MARY G BURR TRUST UA have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $121,058, expenses of $64,504 and total assets of $827,805 at year end.

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