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Nonprofit · EIN 30-6461065

AUGUST HEID BY TERESA HEID CHAR TUA

Tax-exempt · DALLAS, TX 75265

Financials

$856K$1.2M2023$2M$1.3M2024$1.9M$1.1M2025
Revenue Expenses · by fiscal year end
Financials of AUGUST HEID BY TERESA HEID CHAR TUA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$1,898,104$1,149,466$748,638$22,933,913$0$22,933,913
January 31, 2025990-PF$2,045,115$1,320,135$724,980$21,925,339$0$21,925,339
January 31, 2024990-PF$856,467$1,188,041-$331,574$21,123,782$0$21,123,782
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$589,288
Net gain from sales of assets
$1,308,816

Expenses

Grants and similar amounts paid
$904,000
Compensation of officers, directors and key employees
$190,357
Disbursements for charitable purposes
$980,643
Excise tax on investment income
$25,105

Balance sheet and other

Total assets, start of year
$21,925,339
Total assets, end of year
$22,933,913
Total liabilities, end of year
$0
Net assets, end of year
$22,933,913
Fair market value of assets
$30,454,457
Qualifying distributions
$980,643
Net investment income
$1,951,548

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$190,357
990-PF for the year ended January 31, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$180,870
990-PF for the year ended January 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$166,247

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA N A 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 yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
30-6461065
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
2017
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$22,933,913
Income (IRS master file)
$2,436,451

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$1,898,104$1,149,466$22,933,913IRS
990-PFJanuary 2025$2,045,115$1,320,135$21,925,339XML
990-PFJanuary 2024$856,467$1,188,041$21,123,782XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––IRS
990-PFJanuary 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 30-6461065).

Questions about AUGUST HEID BY TERESA HEID CHAR TUA

What is the EIN of AUGUST HEID BY TERESA HEID CHAR TUA?
The employer identification number (EIN) of AUGUST HEID BY TERESA HEID CHAR TUA is 30-6461065.
Is AUGUST HEID BY TERESA HEID CHAR TUA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to AUGUST HEID BY TERESA HEID CHAR TUA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AUGUST HEID BY TERESA HEID CHAR TUA file?
Form 990-PF. Private foundations file every year.
When is the next return of AUGUST HEID BY TERESA HEID CHAR TUA 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 AUGUST HEID BY TERESA HEID CHAR TUA 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 AUGUST HEID BY TERESA HEID CHAR TUA?
The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $190,357 (BANK OF AMERICA, TRUSTEE).
How much revenue does AUGUST HEID BY TERESA HEID CHAR TUA have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $1,898,104, expenses of $1,149,466 and total assets of $22,933,913 at year end.

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