Nonprofit · EIN 06-6312170
HOLMS CHARITABLE TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $65,714 | $43,514 | $22,200 | $597,979 | $0 | $597,979 |
| December 31, 2024 | 990-PF | $59,784 | $46,048 | $13,736 | $574,775 | $0 | $574,775 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $16,115
- Net gain from sales of assets
- $49,599
Expenses
- Grants and similar amounts paid
- $31,000
- Compensation of officers, directors and key employees
- $7,405
- Disbursements for charitable purposes
- $36,242
- Excise tax on investment income
- $827
Balance sheet and other
- Total assets, start of year
- $574,775
- Total assets, end of year
- $597,979
- Total liabilities, end of year
- $0
- Net assets, end of year
- $597,979
- Fair market value of assets
- $757,100
- Qualifying distributions
- $36,242
- Net investment income
- $65,453
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,405 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $6,983 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % KPMG
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6312170
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $597,979
- Income (IRS master file)
- $127,544
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $17,612 | $47,119 | $561,639 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 HOLMS CHARITABLE TR
- What is the EIN of HOLMS CHARITABLE TR?
- The employer identification number (EIN) of HOLMS CHARITABLE TR is 06-6312170.
- Is HOLMS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HOLMS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does HOLMS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLMS CHARITABLE TR 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 HOLMS CHARITABLE TR 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 HOLMS CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,405 (BANK OF AMERICA, TRUSTEE).
- How much revenue does HOLMS CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,714, expenses of $43,514 and total assets of $597,979 at year end.
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