Nonprofit · EIN 22-3047384
SIMEON J FORTIN TR UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $312,872 | $271,336 | $41,536 | $2,746,088 | $0 | $2,746,088 |
| December 31, 2024 | 990-PF | $271,567 | $165,358 | $106,209 | $2,703,636 | $0 | $2,703,636 |
| December 31, 2023 | 990-PF | $99,086 | $153,014 | -$53,928 | $2,600,308 | $0 | $2,600,308 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $74,539
- Net gain from sales of assets
- $238,333
Expenses
- Grants and similar amounts paid
- $206,200
- Compensation of officers, directors and key employees
- $43,510
- Disbursements for charitable purposes
- $233,522
- Excise tax on investment income
- $3,888
Balance sheet and other
- Total assets, start of year
- $2,703,636
- Total assets, end of year
- $2,746,088
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,746,088
- Fair market value of assets
- $3,567,279
- Qualifying distributions
- $233,522
- Net investment income
- $311,758
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 PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $43,510 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $40,939 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $36,848 |
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 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
- 22-3047384
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,746,088
- Income (IRS master file)
- $666,071
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $312,872 | $271,336 | $2,746,088 | XML |
| 990-PF | December 2024 | $271,567 | $165,358 | $2,703,636 | XML |
| 990-PF | December 2023 | $99,086 | $153,014 | $2,600,308 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 22-3047384).
Questions about SIMEON J FORTIN TR UW
- What is the EIN of SIMEON J FORTIN TR UW?
- The employer identification number (EIN) of SIMEON J FORTIN TR UW is 22-3047384.
- Is SIMEON J FORTIN TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to SIMEON J FORTIN TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMEON J FORTIN TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMEON J FORTIN TR UW 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 SIMEON J FORTIN TR UW 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 SIMEON J FORTIN TR UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $43,510 (BANK OF AMERICA, TRUSTEE).
- How much revenue does SIMEON J FORTIN TR UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $312,872, expenses of $271,336 and total assets of $2,746,088 at year end.
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