Nonprofit · EIN 22-2741073
WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $101,572 | $49,118 | $52,454 | $692,305 | $0 | $692,305 |
| April 30, 2025 | 990-PF | $63,052 | $45,230 | $17,822 | $616,482 | $0 | $616,482 |
| April 30, 2024 | 990-PF | $23,066 | $42,816 | -$19,750 | $601,831 | $0 | $601,831 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $17,617
- Net gain from sales of assets
- $83,955
Expenses
- Grants and similar amounts paid
- $36,352
- Compensation of officers, directors and key employees
- $9,775
- Disbursements for charitable purposes
- $40,862
- Excise tax on investment income
- $1,305
Balance sheet and other
- Total assets, start of year
- $616,482
- Total assets, end of year
- $692,305
- Total liabilities, end of year
- $0
- Net assets, end of year
- $692,305
- Fair market value of assets
- $856,996
- Qualifying distributions
- $40,862
- Net investment income
- $101,307
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 | $9,775 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,893 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,426 |
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 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
- 22-2741073
- 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
- 1987
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $692,305
- Income (IRS master file)
- $212,611
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $101,572 | $49,118 | $692,305 | XML |
| 990-PF | April 2025 | $63,052 | $45,230 | $616,482 | XML |
| 990-PF | April 2024 | $23,066 | $42,816 | $601,831 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 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 22-2741073).
Questions about WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300
- What is the EIN of WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300?
- The employer identification number (EIN) of WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300 is 22-2741073.
- Is WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300 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 WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300 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 WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $9,775 (BANK OF AMERICA, TRUSTEE).
- How much revenue does WHITNEY & KAREN BOWEN CHARITABLE TRUST UW W B 2221300 have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $101,572, expenses of $49,118 and total assets of $692,305 at year end.
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