Nonprofit · EIN 14-6132077
MARION ROCKWELL C MASON FUND TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $118,102 | $61,841 | $56,261 | $814,810 | $0 | $814,810 |
| May 31, 2025 | 990-PF | $70,905 | $50,467 | $20,438 | $728,091 | $0 | $728,091 |
| May 31, 2024 | 990-PF | $26,006 | $41,950 | -$15,944 | $713,897 | $0 | $713,897 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $20,249
- Net gain from sales of assets
- $97,853
Expenses
- Grants and similar amounts paid
- $47,366
- Compensation of officers, directors and key employees
- $9,824
- Disbursements for charitable purposes
- $51,900
- Excise tax on investment income
- $1,532
Balance sheet and other
- Total assets, start of year
- $728,091
- Total assets, end of year
- $814,810
- Total liabilities, end of year
- $0
- Net assets, end of year
- $814,810
- Fair market value of assets
- $1,030,475
- Qualifying distributions
- $51,900
- Net investment income
- $117,802
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $9,824 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $9,062 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,235 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % NORSTAR TRUST CO
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 14-6132077
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $814,810
- Income (IRS master file)
- $244,268
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $118,102 | $61,841 | $814,810 | XML |
| 990-PF | May 2025 | $70,905 | $50,467 | $728,091 | XML |
| 990-PF | May 2024 | $26,006 | $41,950 | $713,897 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 14-6132077).
Questions about MARION ROCKWELL C MASON FUND TRUST
- What is the EIN of MARION ROCKWELL C MASON FUND TRUST?
- The employer identification number (EIN) of MARION ROCKWELL C MASON FUND TRUST is 14-6132077.
- Is MARION ROCKWELL C MASON FUND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does MARION ROCKWELL C MASON FUND TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARION ROCKWELL C MASON FUND TRUST due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARION ROCKWELL C MASON FUND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of MARION ROCKWELL C MASON FUND TRUST?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $9,824 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MARION ROCKWELL C MASON FUND TRUST have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $118,102, expenses of $61,841 and total assets of $814,810 at year end.
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