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Nonprofit · EIN 22-6138410

CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$1M$713K2023$451K$822K2024$6M$948K2025
Revenue Expenses · by fiscal year end
Financials of CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,957,222$948,031$5,009,191$14,102,360$0$14,102,360
December 31, 2024990-PF$451,413$822,184-$370,771$9,096,435$0$9,096,435
December 31, 2023990-PF$1,023,162$712,809$310,353$9,463,279$0$9,463,279
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$426,114
Net gain from sales of assets
$5,531,108

Expenses

Grants and similar amounts paid
$700,000
Compensation of officers, directors and key employees
$121,639
Disbursements for charitable purposes
$749,036
Excise tax on investment income
$81,601

Balance sheet and other

Total assets, start of year
$9,096,435
Total assets, end of year
$14,102,360
Total liabilities, end of year
$0
Net assets, end of year
$14,102,360
Fair market value of assets
$17,423,167
Qualifying distributions
$749,036
Net investment income
$5,955,511

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 NA
PO BOX 1802, PROVIDENCE, RI 02901
CO-TRUSTEE1$70,331
LISA WHITESCARVER
405 GOODHILL RDOAD, KENTFIELD, CA 949042613
CO-TRUSTEE1$28,178
JEFFREY BURKE
38 WOLFE GRADE, KENTFIELD, CA 949041054
CO-TRUSTEE1$11,565
SAMUEL B PARTRIDGE
10 SUSSEX AVE, CHATHAM, NJ 07928
CO-TRUSTEE1$11,565
MARY B PARTRIDGE
5 WEST MAIN STREET PO BOX 435, BROOKSIDE, NJ 07926
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
BANK OF AMERICA NA
PO BOX 1802, PROVIDENCE, RI 02901
CO-TRUSTEE1$61,368
LISA WHITESCARVER
405 GOODHILL RDOAD, KENTFIELD, CA 949042613
CO-TRUSTEE1$25,733
JEFFREY BURKE
38 WOLFE GRADE, KENTFIELD, CA 949041054
CO-TRUSTEE1$7,412
SAMUEL B PARTRIDGE
10 SUSSEX AVE, CHATHAM, NJ 07928
CO-TRUSTEE1$7,412
MARY B PARTRIDGE
5 WEST MAIN STREET PO BOX 435, BROOKSIDE, NJ 07926
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BANK OF AMERICA NA
PO BOX 1802, PROVIDENCE, RI 02901
CO-TRUSTEE1$56,743
LISA WHITESCARVER
405 GOODHILL RDOAD, KENTFIELD, CA 949042613
CO-TRUSTEE1$23,639
JEFFREY BURKE
38 WOLFE GRADE, KENTFIELD, CA 949041054
CO-TRUSTEE1$5,782
SAMUEL B PARTRIDGE
10 SUSSEX AVE, CHATHAM, NJ 07928
CO-TRUSTEE1$5,782
MARY B PARTRIDGE
5 WEST MAIN STREET PO BOX 435, BROOKSIDE, NJ 07926
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% SUMMIT TRUST COMPANY
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
22-6138410
Exempt since
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,102,360
Income (IRS master file)
$10,088,362

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,957,222$948,031$14,102,360IRS
990-PFDecember 2024$451,413$822,184$9,096,435XML
990-PFDecember 2023$1,023,162$712,809$9,463,279XML
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 22-6138410).

Questions about CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST

What is the EIN of CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST?
The employer identification number (EIN) of CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST is 22-6138410.
Is CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST 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 CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST 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 CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST?
The 990-PF for the year ended December 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $70,331 (BANK OF AMERICA NA, CO-TRUSTEE).
How much revenue does CLARA L D JEFFERY UW CHARITABLE RESIDUARY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,957,222, expenses of $948,031 and total assets of $14,102,360 at year end.

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