Nonprofit · EIN 30-0060326
GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $189,962 | $88,624 | $101,338 | $1,478,424 | $0 | $1,478,424 |
| May 31, 2025 | 990-PF | $125,740 | $84,343 | $41,397 | $1,324,384 | $0 | $1,324,384 |
| May 31, 2024 | 990-PF | $48,743 | $70,598 | -$21,855 | $1,293,917 | $0 | $1,293,917 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $34,621
- Net gain from sales of assets
- $155,341
Expenses
- Grants and similar amounts paid
- $66,086
- Compensation of officers, directors and key employees
- $17,074
- Disbursements for charitable purposes
- $73,416
- Excise tax on investment income
- $2,458
Balance sheet and other
- Total assets, start of year
- $1,324,384
- Total assets, end of year
- $1,478,424
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,478,424
- Fair market value of assets
- $1,761,718
- Qualifying distributions
- $73,416
- Net investment income
- $189,416
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 101 East River Drive, EAST HARTFORD, CT 06108 | CO-TRUSTEE | 1 | $17,074 |
| DOUGLAS O'CONNELL HOWD LAVIERI FINCH LLP, MAIN ST WINSTEAD, CT 060981515 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 101 East River Drive, EAST HARTFORD, CT 06108 | CO-TRUSTEE | 1 | $14,409 |
| DOUGLAS O'CONNELL HOWD LAVIERI FINCH LLP, MAIN ST WINSTEAD, CT 060981515 | CO-TRUSTEE | 1 | $210 |
990-PF for the year ended May 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 101 East River Drive, EAST HARTFORD, CT 06108 | CO-TRUSTEE | 1 | $13,311 |
| DOUGLAS O'CONNELL HOWD LAVIERI FINCH LLP, MAIN ST WINSTEAD, CT 060981515 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BRUCE C SCHMIDT
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-0060326
- 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
- 2002
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,324,384
- Income (IRS master file)
- $259,525
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $189,962 | $88,624 | $1,478,424 | XML |
| 990-PF | May 2025 | $125,740 | $84,343 | $1,324,384 | XML |
| 990-PF | May 2024 | $48,743 | $70,598 | $1,293,917 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 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 30-0060326).
Questions about GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST
- What is the EIN of GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST?
- The employer identification number (EIN) of GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST is 30-0060326.
- Is GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST?
- The 990-PF for the year ended May 31, 2026 lists 2 people; 1 received compensation from the organization, the highest $17,074 (BANK OF AMERICA, CO-TRUSTEE).
- How much revenue does GERTRUDE G BANCROFT CHARITABLE REMAINDER TRUST have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $189,962, expenses of $88,624 and total assets of $1,478,424 at year end.
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