Nonprofit · EIN 22-6070838
BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $18,534 | $19,941 | -$1,407 | $327,366 | $0 | $327,366 |
| December 31, 2024 | 990-PF | $16,419 | $18,302 | -$1,883 | $328,713 | $0 | $328,713 |
| December 31, 2023 | 990-PF | $11,378 | $17,554 | -$6,176 | $330,892 | $0 | $330,892 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,319
- Net gain from sales of assets
- $7,215
Expenses
- Grants and similar amounts paid
- $17,001
- Compensation of officers, directors and key employees
- $1,861
- Disbursements for charitable purposes
- $17,905
- Excise tax on investment income
- $231
Balance sheet and other
- Total assets, start of year
- $328,713
- Total assets, end of year
- $327,366
- Total liabilities, end of year
- $0
- Net assets, end of year
- $327,366
- Fair market value of assets
- $399,110
- Qualifying distributions
- $17,905
- Net investment income
- $18,359
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 | $1,861 |
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 | $1,809 |
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 | $1,636 |
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 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
- 22-6070838
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $327,366
- Income (IRS master file)
- $47,680
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $18,534 | $19,941 | $327,366 | XML |
| 990-PF | December 2024 | $16,419 | $18,302 | $328,713 | XML |
| 990-PF | December 2023 | $11,378 | $17,554 | $330,892 | 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 22-6070838).
Questions about BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO
- What is the EIN of BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO?
- The employer identification number (EIN) of BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO is 22-6070838.
- Is BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO 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 BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO 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 BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,861 (BANK OF AMERICA, TRUSTEE).
- How much revenue does BURLING CHARITABLE FUND TR UA THE SUMMIT TRUST CO have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,534, expenses of $19,941 and total assets of $327,366 at year end.
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