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Nonprofit · EIN 14-6087924

WALTER A HABERBUSH TRUST UP 8TH

Tax-exempt · DALLAS, TX 75265

Financials

−$743$3K2022$2K$3K2023$7K$5K2024
Revenue Expenses · by fiscal year end
Financials of WALTER A HABERBUSH TRUST UP 8TH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$7,044$4,607$2,437$64,141$0$64,141
October 31, 2024990-PF$2,197$3,146-$949$62,387$0$62,387
October 31, 2023990-PF-$743$3,181-$3,924$60,477$0$60,477
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$1,775
Net gain from sales of assets
$5,269

Expenses

Grants and similar amounts paid
$3,502
Compensation of officers, directors and key employees
$929
Disbursements for charitable purposes
$3,924
Excise tax on investment income
$88

Balance sheet and other

Total assets, start of year
$62,387
Total assets, end of year
$64,141
Total liabilities, end of year
$0
Net assets, end of year
$64,141
Fair market value of assets
$82,083
Qualifying distributions
$3,924
Net investment income
$6,978

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$929
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$857
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$767

Address and contacts

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

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
14-6087924
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
1976
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$64,141
Income (IRS master file)
$17,829

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$7,044$4,607$64,141XML
990-PFOctober 2024$2,197$3,146$62,387XML
990-PFOctober 2023-$743$3,181$60,477XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––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 14-6087924).

Questions about WALTER A HABERBUSH TRUST UP 8TH

What is the EIN of WALTER A HABERBUSH TRUST UP 8TH?
The employer identification number (EIN) of WALTER A HABERBUSH TRUST UP 8TH is 14-6087924.
Is WALTER A HABERBUSH TRUST UP 8TH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to WALTER A HABERBUSH TRUST UP 8TH tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALTER A HABERBUSH TRUST UP 8TH file?
Form 990-PF. Private foundations file every year.
When is the next return of WALTER A HABERBUSH TRUST UP 8TH due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WALTER A HABERBUSH TRUST UP 8TH last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of WALTER A HABERBUSH TRUST UP 8TH?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $929 (BANK OF AMERICA, TRUSTEE).
How much revenue does WALTER A HABERBUSH TRUST UP 8TH have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $7,044, expenses of $4,607 and total assets of $64,141 at year end.

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