Nonprofit · EIN 30-6405689
F J & M BERGIN CHARITABLE TR UA
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $51,083 | $31,104 | $19,979 | $448,216 | $0 | $448,216 |
| October 31, 2024 | 990-PF | $16,902 | $27,799 | -$10,897 | $431,892 | $0 | $431,892 |
| October 31, 2023 | 990-PF | -$2,421 | $26,507 | -$28,928 | $425,740 | $0 | $425,740 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $12,444
- Net gain from sales of assets
- $38,639
Expenses
- Grants and similar amounts paid
- $21,212
- Compensation of officers, directors and key employees
- $7,521
- Disbursements for charitable purposes
- $24,770
- Excise tax on investment income
- $621
Balance sheet and other
- Total assets, start of year
- $431,892
- Total assets, end of year
- $448,216
- Total liabilities, end of year
- $0
- Net assets, end of year
- $448,216
- Fair market value of assets
- $575,355
- Qualifying distributions
- $24,770
- Net investment income
- $50,635
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,521 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,403 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,502 |
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6405689
- 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
- 2015
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $448,216
- Income (IRS master file)
- $103,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $51,083 | $31,104 | $448,216 | XML |
| 990-PF | October 2024 | $16,902 | $27,799 | $431,892 | XML |
| 990-PF | October 2023 | -$2,421 | $26,507 | $425,740 | XML |
| 990-PF | October 2022 | – | – | – | 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 30-6405689).
Questions about F J & M BERGIN CHARITABLE TR UA
- What is the EIN of F J & M BERGIN CHARITABLE TR UA?
- The employer identification number (EIN) of F J & M BERGIN CHARITABLE TR UA is 30-6405689.
- Is F J & M BERGIN CHARITABLE TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to F J & M BERGIN CHARITABLE TR UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does F J & M BERGIN CHARITABLE TR UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of F J & M BERGIN CHARITABLE TR UA due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did F J & M BERGIN CHARITABLE TR UA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of F J & M BERGIN CHARITABLE TR UA?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,521 (BANK OF AMERICA, TRUSTEE).
- How much revenue does F J & M BERGIN CHARITABLE TR UA have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $51,083, expenses of $31,104 and total assets of $448,216 at year end.
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