Nonprofit · EIN 30-6311096
LLOYD E AND MARCELETA RAY CHARITABLE TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $135,757 | $88,201 | $47,556 | $1,293,559 | $0 | $1,293,559 |
| December 31, 2024 | 990-PF | $125,963 | $72,366 | $53,597 | $1,245,632 | $0 | $1,245,632 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $35,076
- Net gain from sales of assets
- $100,681
Expenses
- Grants and similar amounts paid
- $61,262
- Compensation of officers, directors and key employees
- $21,390
- Disbursements for charitable purposes
- $70,318
- Excise tax on investment income
- $1,669
Balance sheet and other
- Total assets, start of year
- $1,245,632
- Total assets, end of year
- $1,293,559
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,293,559
- Fair market value of assets
- $1,631,157
- Qualifying distributions
- $70,318
- Net investment income
- $135,216
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 | $21,390 |
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 | $20,190 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA
- 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
- 30-6311096
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W99)
- Assets (IRS master file)
- $1,293,559
- Income (IRS master file)
- $296,221
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $135,757 | $88,201 | $1,293,559 | XML |
| 990-PF | December 2024 | $125,963 | $72,366 | $1,245,632 | XML |
| 990-PF | December 2023 | $40,351 | $71,049 | $1,193,319 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 LLOYD E AND MARCELETA RAY CHARITABLE TRUST
- What is the EIN of LLOYD E AND MARCELETA RAY CHARITABLE TRUST?
- The employer identification number (EIN) of LLOYD E AND MARCELETA RAY CHARITABLE TRUST is 30-6311096.
- Is LLOYD E AND MARCELETA RAY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to LLOYD E AND MARCELETA RAY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LLOYD E AND MARCELETA RAY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LLOYD E AND MARCELETA RAY CHARITABLE 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 LLOYD E AND MARCELETA RAY CHARITABLE 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 LLOYD E AND MARCELETA RAY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,390 (BANK OF AMERICA, TRUSTEE).
- How much revenue does LLOYD E AND MARCELETA RAY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $135,757, expenses of $88,201 and total assets of $1,293,559 at year end.
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All nonprofits in DALLAS · Texas · Public and societal benefit