Skip to main content

Nonprofit · EIN 06-6236358

C G PATTERSON TRUST 01 006544

Tax-exempt · DALLAS, TX 75265

Financials

$3.7M$1.5M2024$3.3M$1.7M2025
Revenue Expenses · by fiscal year end
Financials of C G PATTERSON TRUST 01 006544 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$3,348,552$1,662,598$1,685,954$28,486,664$0$28,486,664
January 31, 2025990-PF$3,743,456$1,494,223$2,249,233$26,316,918$0$26,316,918
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$659,578
Net gain from sales of assets
$2,688,974

Expenses

Grants and similar amounts paid
$1,199,253
Compensation of officers, directors and key employees
$131,335
Disbursements for charitable purposes
$1,412,151
Excise tax on investment income
$43,227

Balance sheet and other

Total assets, start of year
$26,316,918
Total assets, end of year
$28,486,664
Total liabilities, end of year
$0
Net assets, end of year
$28,486,664
Fair market value of assets
$31,177,258
Qualifying distributions
$1,412,151
Net investment income
$3,336,769

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 January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$131,335
990-PF for the year ended January 31, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$104,514

Address and contacts

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

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
06-6236358
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
1984
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$28,486,664
Income (IRS master file)
$8,549,418

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026–––IRS
990-PFJanuary 2025–––IRS
990-PFJanuary 2024$422,782$1,828,113$23,737,932IRS
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––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 C G PATTERSON TRUST 01 006544

What is the EIN of C G PATTERSON TRUST 01 006544?
The employer identification number (EIN) of C G PATTERSON TRUST 01 006544 is 06-6236358.
Is C G PATTERSON TRUST 01 006544 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Which annual return does C G PATTERSON TRUST 01 006544 file?
Form 990-PF. Private foundations file every year.
When is the next return of C G PATTERSON TRUST 01 006544 due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did C G PATTERSON TRUST 01 006544 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2026.
Who are the officers and directors of C G PATTERSON TRUST 01 006544?
The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $131,335 (BANK OF AMERICA, TRUSTEE).
How much revenue does C G PATTERSON TRUST 01 006544 have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $3,348,552, expenses of $1,662,598 and total assets of $28,486,664 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas