Nonprofit · EIN 16-6273794
MS & W BOWEN CHARTIABLE FUND
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $433,025 | $203,277 | $229,748 | $2,940,296 | $0 | $2,940,296 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $74,507
- Net gain from sales of assets
- $358,518
Expenses
- Grants and similar amounts paid
- $153,605
- Compensation of officers, directors and key employees
- $41,240
- Disbursements for charitable purposes
- $170,851
- Excise tax on investment income
- $5,602
Balance sheet and other
- Total assets, start of year
- $2,611,622
- Total assets, end of year
- $2,940,296
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,940,296
- Fair market value of assets
- $3,626,885
- Qualifying distributions
- $170,851
- Net investment income
- $431,854
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $41,240 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6273794
- 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
- 1986
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,940,296
- Income (IRS master file)
- $885,717
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | – | – | – | IRS |
| 990-PF | April 2025 | – | – | – | IRS |
| 990-PF | April 2024 | $96,572 | $180,700 | $2,549,533 | IRS |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | 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 MS & W BOWEN CHARTIABLE FUND
- What is the EIN of MS & W BOWEN CHARTIABLE FUND?
- The employer identification number (EIN) of MS & W BOWEN CHARTIABLE FUND is 16-6273794.
- Is MS & W BOWEN CHARTIABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to MS & W BOWEN CHARTIABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MS & W BOWEN CHARTIABLE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MS & W BOWEN CHARTIABLE FUND due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MS & W BOWEN CHARTIABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of MS & W BOWEN CHARTIABLE FUND?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $41,240 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MS & W BOWEN CHARTIABLE FUND have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $433,025, expenses of $203,277 and total assets of $2,940,296 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- AT&T VEBA TRUST EIN 43-1491162 · last filed 990 for 2024
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025