Nonprofit · EIN 16-6330825
LYLE & LUCILLE HOFFER TRUST
Also known as FLEET NATIONAL BANK
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $164,846 | $125,500 | $39,346 | $1,652,305 | $0 | $1,652,305 |
| December 31, 2023 | 990-PF | $40,258 | $31,808 | $8,450 | $1,602,638 | $0 | $1,602,638 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $44,272
- Net gain from sales of assets
- $120,574
Expenses
- Grants and similar amounts paid
- $102,489
- Compensation of officers, directors and key employees
- $17,279
- Disbursements for charitable purposes
- $110,151
- Excise tax on investment income
- $2,100
Balance sheet and other
- Total assets, start of year
- $1,612,524
- Total assets, end of year
- $1,652,305
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,652,305
- Fair market value of assets
- $2,057,546
- Qualifying distributions
- $110,151
- Net investment income
- $164,192
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 N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 10 | $17,279 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 10 | $14,631 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET NATIONAL BANK
- 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
- 16-6330825
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,652,305
- Income (IRS master file)
- $419,390
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $40,258 | $31,808 | $1,602,638 | 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 LYLE & LUCILLE HOFFER TRUST
- What is the EIN of LYLE & LUCILLE HOFFER TRUST?
- The employer identification number (EIN) of LYLE & LUCILLE HOFFER TRUST is 16-6330825.
- Is LYLE & LUCILLE HOFFER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to LYLE & LUCILLE HOFFER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LYLE & LUCILLE HOFFER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LYLE & LUCILLE HOFFER TRUST 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 LYLE & LUCILLE HOFFER TRUST 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 LYLE & LUCILLE HOFFER TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $17,279 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does LYLE & LUCILLE HOFFER TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $164,846, expenses of $125,500 and total assets of $1,652,305 at year end.
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