Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 06-6293033

BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940

Tax-exempt · DALLAS, TX 75265

Financials

$7K$14K2023$24K$15K2024$26K$19K2025
Revenue Expenses · by fiscal year end
Financials of BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$26,136$18,879$7,257$242,114$0$242,114
December 31, 2024990-PF$24,092$15,438$8,654$234,787$0$234,787
December 31, 2023990-PF$7,478$13,682-$6,204$226,377$0$226,377
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,611
Net gain from sales of assets
$19,525

Expenses

Grants and similar amounts paid
$11,833
Compensation of officers, directors and key employees
$4,021
Disbursements for charitable purposes
$14,902
Excise tax on investment income
$314

Balance sheet and other

Total assets, start of year
$234,787
Total assets, end of year
$242,114
Total liabilities, end of year
$0
Net assets, end of year
$242,114
Fair market value of assets
$305,131
Qualifying distributions
$14,902
Net investment income
$26,035

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$4,021
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,824
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,409

Address and contacts

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6293033
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$242,114
Income (IRS master file)
$54,522

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$26,136$18,879$242,114XML
990-PFDecember 2024$24,092$15,438$234,787XML
990-PFDecember 2023$7,478$13,682$226,377XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 06-6293033).

Questions about BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940

What is the EIN of BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940?
The employer identification number (EIN) of BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940 is 06-6293033.
Is BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940 file?
Form 990-PF. Private foundations file every year.
When is the next return of BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,021 (BANK OF AMERICA, TRUSTEE).
How much revenue does BERTHA & JULIUS SHERIFF FAMILY MEMORIAL TRUST UW 14-307871940 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,136, expenses of $18,879 and total assets of $242,114 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas · Religion-related