Nonprofit · EIN 16-6385508
TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES
Also known as WOODMAN RICHARD S CO-TTEE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $657,671 | $312,169 | $345,502 | $5,083,054 | $0 | $5,083,054 |
| July 31, 2024 | 990-PF | $238,907 | $282,747 | -$43,840 | $4,800,558 | $0 | $4,800,558 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $145,163
- Net gain from sales of assets
- $512,508
Expenses
- Grants and similar amounts paid
- $281,500
- Compensation of officers, directors and key employees
- $15,575
- Disbursements for charitable purposes
- $288,240
- Excise tax on investment income
- $8,929
Balance sheet and other
- Total assets, start of year
- $4,800,558
- Total assets, end of year
- $5,083,054
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,083,054
- Fair market value of assets
- $6,095,495
- Qualifying distributions
- $288,240
- Net investment income
- $655,116
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 1 EAST AVE, ROCHESTER, NY 14638 | CO-TRUSTEE | 1 | $7,788 |
| WILLIAM H GETMAN 130 E MAIN STREET, WATERVILLE, NY 13480 | CO-TRUSTEE | 2 | $7,787 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 1 EAST AVE, ROCHESTER, NY 14638 | CO-TRUSTEE | 1 | $7,495 |
| WILLIAM H GETMAN 130 E MAIN STREET, WATERVILLE, NY 13480 | CO-TRUSTEE | 2 | $7,495 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA
- 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6385508
- 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
- 1997
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $5,083,054
- Income (IRS master file)
- $2,350,251
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $657,671 | $312,169 | $5,083,054 | XML |
| 990-PF | July 2024 | $238,907 | $282,747 | $4,800,558 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 16-6385508).
Questions about TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES
- What is the EIN of TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES?
- The employer identification number (EIN) of TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES is 16-6385508.
- Is TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $7,788 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does TRUST UW EDWARD S BARTON C/O FLEET INVESTMENT SERIVCES have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $657,671, expenses of $312,169 and total assets of $5,083,054 at year end.
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