Nonprofit · EIN 30-6257040
LOUISE DAVIS HALSTED CHARITABLE FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $309,213 | $186,911 | $122,302 | $3,275,119 | $0 | $3,275,119 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $90,301
- Net gain from sales of assets
- $218,912
Expenses
- Grants and similar amounts paid
- $137,363
- Compensation of officers, directors and key employees
- $42,290
- Disbursements for charitable purposes
- $154,779
- Excise tax on investment income
- $3,814
Balance sheet and other
- Total assets, start of year
- $3,144,587
- Total assets, end of year
- $3,275,119
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,275,119
- Fair market value of assets
- $4,253,357
- Qualifying distributions
- $154,779
- Net investment income
- $305,877
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA NA PO BOX 1802, PROVIDENCE, RI 02901 | TRUSTEE | 1 | $42,290 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA TTEE
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 30-6257040
- 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
- 2013
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,275,119
- Income (IRS master file)
- $739,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | -$11,346 | $274,610 | $3,083,930 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LOUISE DAVIS HALSTED CHARITABLE FOUNDATION
- What is the EIN of LOUISE DAVIS HALSTED CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LOUISE DAVIS HALSTED CHARITABLE FOUNDATION is 30-6257040.
- Is LOUISE DAVIS HALSTED CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to LOUISE DAVIS HALSTED CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOUISE DAVIS HALSTED CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUISE DAVIS HALSTED CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOUISE DAVIS HALSTED CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of LOUISE DAVIS HALSTED CHARITABLE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $42,290 (BANK OF AMERICA NA, TRUSTEE).
- How much revenue does LOUISE DAVIS HALSTED CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $309,213, expenses of $186,911 and total assets of $3,275,119 at year end.
Other nonprofits in DALLAS
- COMMUNITIES FOUNDATION OF TEXAS EIN 75-0964565 · last filed 990 for 2025
- THE DALLAS FOUNDATION EIN 75-2890371 · last filed 990 for 2024
- DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INC EIN 75-2890923 · last filed 990 for 2025
- DALLAS JEWISH COMMUNITY FOUNDATION EIN 75-2836123 · last filed 990 for 2025
- UNITED WAY OF METROPOLITAN DALLAS INC EIN 75-6005352 · last filed 990 for 2025
- W W CARUTH JR FOUNDATION EIN 23-7436194 · last filed 990 for 2025
- JACK R MACDONALD CHARITABLE TRUST EIN 30-6410216 · last filed 990 for 2024
- TUMO FOUNDATION EIN 45-2130686 · last filed 990 for 2024
All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations