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Nonprofit · EIN 22-3159778

ANNA KEIM BARSAM FOUNDATION TR

Tax-exempt · DALLAS, TX 75265

Financials

$45K$77K2023$158K$100K2024$167K$107K2025
Revenue Expenses · by fiscal year end
Financials of ANNA KEIM BARSAM FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$166,581$106,873$59,708$1,544,092$0$1,544,092
December 31, 2024990-PF$157,868$99,531$58,337$1,483,961$0$1,483,961
December 31, 2023990-PF$45,213$76,937-$31,724$1,427,201$0$1,427,201
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$41,849
Net gain from sales of assets
$124,732

Expenses

Grants and similar amounts paid
$77,088
Compensation of officers, directors and key employees
$22,867
Disbursements for charitable purposes
$86,985
Excise tax on investment income
$2,080

Balance sheet and other

Total assets, start of year
$1,483,961
Total assets, end of year
$1,544,092
Total liabilities, end of year
$0
Net assets, end of year
$1,544,092
Fair market value of assets
$1,935,151
Qualifying distributions
$86,985
Net investment income
$165,958

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$22,867
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$21,503
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$19,241

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-3159778
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,544,092
Income (IRS master file)
$364,155

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$166,581$106,873$1,544,092XML
990-PFDecember 2024$157,868$99,531$1,483,961XML
990-PFDecember 2023$45,213$76,937$1,427,201XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 22-3159778).

Questions about ANNA KEIM BARSAM FOUNDATION TR

What is the EIN of ANNA KEIM BARSAM FOUNDATION TR?
The employer identification number (EIN) of ANNA KEIM BARSAM FOUNDATION TR is 22-3159778.
Is ANNA KEIM BARSAM FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to ANNA KEIM BARSAM FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNA KEIM BARSAM FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNA KEIM BARSAM FOUNDATION TR 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 ANNA KEIM BARSAM FOUNDATION TR 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 ANNA KEIM BARSAM FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,867 (BANK OF AMERICA, TRUSTEE).
How much revenue does ANNA KEIM BARSAM FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $166,581, expenses of $106,873 and total assets of $1,544,092 at year end.

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