Nonprofit · EIN 13-6138067
UD M DAVIS FOR W DAVIS MEM FDN
Also known as UNITED STATES TRUST CO OF NEW YORK
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $9,257,640 | $3,734,744 | $5,522,896 | $39,244,464 | $0 | $39,244,464 |
| December 31, 2024 | 990-PF | $2,193,943 | $3,320,633 | -$1,126,690 | $33,726,988 | $0 | $33,726,988 |
| December 31, 2023 | 990-PF | $1,360,721 | $2,627,667 | -$1,266,946 | $34,853,569 | $0 | $34,853,569 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,600,697
- Net gain from sales of assets
- $7,656,943
Expenses
- Grants and similar amounts paid
- $3,501,929
- Compensation of officers, directors and key employees
- $75,340
- Disbursements for charitable purposes
- $3,532,565
- Excise tax on investment income
- $127,782
Balance sheet and other
- Total assets, start of year
- $33,726,988
- Total assets, end of year
- $39,244,464
- Total liabilities, end of year
- $0
- Net assets, end of year
- $39,244,464
- Fair market value of assets
- $75,287,156
- Qualifying distributions
- $3,532,565
- Net investment income
- $9,245,157
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 | $75,340 |
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 | $69,296 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $71,750 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % UNITED STATES TRUST COMPANY N A
- 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
- 13-6138067
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $39,244,464
- Income (IRS master file)
- $32,498,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $9,257,640 | $3,734,744 | $39,244,464 | XML |
| 990-PF | December 2024 | $2,193,943 | $3,320,633 | $33,726,988 | XML |
| 990-PF | December 2023 | $1,360,721 | $2,627,667 | $34,853,569 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 13-6138067).
Questions about UD M DAVIS FOR W DAVIS MEM FDN
- What is the EIN of UD M DAVIS FOR W DAVIS MEM FDN?
- The employer identification number (EIN) of UD M DAVIS FOR W DAVIS MEM FDN is 13-6138067.
- Is UD M DAVIS FOR W DAVIS MEM FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to UD M DAVIS FOR W DAVIS MEM FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UD M DAVIS FOR W DAVIS MEM FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UD M DAVIS FOR W DAVIS MEM FDN 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 UD M DAVIS FOR W DAVIS MEM FDN 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 UD M DAVIS FOR W DAVIS MEM FDN?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $75,340 (BANK OF AMERICA, TRUSTEE).
- How much revenue does UD M DAVIS FOR W DAVIS MEM FDN have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,257,640, expenses of $3,734,744 and total assets of $39,244,464 at year end.
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