Nonprofit · EIN 14-6014233
FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $356,721 | $240,293 | $116,428 | $3,236,361 | $0 | $3,236,361 |
| December 31, 2024 | 990-PF | $325,673 | $228,171 | $97,502 | $3,118,950 | $0 | $3,118,950 |
| December 31, 2023 | 990-PF | $109,064 | $199,420 | -$90,356 | $3,024,758 | $0 | $3,024,758 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $90,064
- Net gain from sales of assets
- $266,657
Expenses
- Grants and similar amounts paid
- $164,500
- Compensation of officers, directors and key employees
- $52,926
- Disbursements for charitable purposes
- $196,757
- Excise tax on investment income
- $4,432
Balance sheet and other
- Total assets, start of year
- $3,118,950
- Total assets, end of year
- $3,236,361
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,236,361
- Fair market value of assets
- $4,108,762
- Qualifying distributions
- $196,757
- Net investment income
- $355,390
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 | $52,926 |
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 | $50,355 |
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 | $43,231 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % TRUST DEPARTMENT STATE BANK OF NY
- 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
- 14-6014233
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,236,361
- Income (IRS master file)
- $750,949
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $356,721 | $240,293 | $3,236,361 | XML |
| 990-PF | December 2024 | $325,673 | $228,171 | $3,118,950 | XML |
| 990-PF | December 2023 | $109,064 | $199,420 | $3,024,758 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 14-6014233).
Questions about FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY
- What is the EIN of FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY?
- The employer identification number (EIN) of FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY is 14-6014233.
- Is FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY 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 FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY 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 FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $52,926 (BANK OF AMERICA, TRUSTEE).
- How much revenue does FREDERICK MCDONALD TRUST C/O TRUST DEPT STATE BK OF NY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $356,721, expenses of $240,293 and total assets of $3,236,361 at year end.
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