Nonprofit · EIN 30-6405675
JOSEPH L AMODEO CHARITABLE TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $76,676 | $46,558 | $30,118 | $501,898 | $0 | $501,898 |
| January 31, 2025 | 990-PF | $47,385 | $30,799 | $16,586 | $487,722 | $0 | $487,722 |
| January 31, 2024 | 990-PF | $16,272 | $29,762 | -$13,490 | $469,340 | $0 | $469,340 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $13,306
- Net gain from sales of assets
- $63,370
Expenses
- Grants and similar amounts paid
- $33,233
- Compensation of officers, directors and key employees
- $10,443
- Disbursements for charitable purposes
- $37,945
- Excise tax on investment income
- $957
Balance sheet and other
- Total assets, start of year
- $487,722
- Total assets, end of year
- $501,898
- Total liabilities, end of year
- $0
- Net assets, end of year
- $501,898
- Fair market value of assets
- $634,210
- Qualifying distributions
- $37,945
- Net investment income
- $76,463
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,354 |
| DANIEL E HEALY 6 WOODMAN WAY UNIT 101A, NEWBURYPORT, MA 019503573 | CO-TRUSTEE | 1 | $2,089 |
990-PF for the year ended January 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,914 |
| DANIEL E HEALY 6 WOODMAN WAY UNIT 101A, NEWBURYPORT, MA 019503573 | CO-TRUSTEE | 1 | $1,979 |
990-PF for the year ended January 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,327 |
| DANIEL E HEALY 6 WOODMAN WAY UNIT 101A, NEWBURYPORT, MA 019503573 | CO-TRUSTEE | 1 | $1,637 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA CO 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6405675
- 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
- 2016
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $501,898
- Income (IRS master file)
- $179,164
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $76,676 | $46,558 | $501,898 | XML |
| 990-PF | January 2025 | $47,385 | $30,799 | $487,722 | XML |
| 990-PF | January 2024 | $16,272 | $29,762 | $469,340 | IRS |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 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 30-6405675).
Questions about JOSEPH L AMODEO CHARITABLE TR
- What is the EIN of JOSEPH L AMODEO CHARITABLE TR?
- The employer identification number (EIN) of JOSEPH L AMODEO CHARITABLE TR is 30-6405675.
- Is JOSEPH L AMODEO CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to JOSEPH L AMODEO CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH L AMODEO CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH L AMODEO CHARITABLE TR due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH L AMODEO CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of JOSEPH L AMODEO CHARITABLE TR?
- The 990-PF for the year ended January 31, 2026 lists 2 people; 2 received compensation from the organization, the highest $8,354 (BANK OF AMERICA, TRUSTEE).
- How much revenue does JOSEPH L AMODEO CHARITABLE TR have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $76,676, expenses of $46,558 and total assets of $501,898 at year end.
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