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Nonprofit · EIN 30-6555626

CO TUW CHARLES G BANCROFT TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$238K$948K2023$2.6M$1M2024$972K$1M2025
Revenue Expenses · by fiscal year end
Financials of CO TUW CHARLES G BANCROFT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$972,405$1,048,193-$75,788$12,830,109$0$12,830,109
February 28, 2025990-PF$2,645,661$1,021,431$1,624,230$12,526,115$0$12,526,115
February 29, 2024990-PF$238,131$947,650-$709,519$10,830,318$0$10,830,318
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$425,607
Net gain from sales of assets
$536,652
Other income
$10,146

Expenses

Grants and similar amounts paid
$856,242
Compensation of officers, directors and key employees
$163,209
Disbursements for charitable purposes
$921,651
Excise tax on investment income
$11,457

Balance sheet and other

Total assets, start of year
$12,526,115
Total assets, end of year
$12,830,109
Total liabilities, end of year
$0
Net assets, end of year
$12,830,109
Fair market value of assets
$21,882,846
Qualifying distributions
$921,651
Net investment income
$936,369

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
1 FINANCIAL PLAZA, PROVIDENCE, RI 02903
CO-TRUSTEE1$158,939
C MURRAY MCQUAID
PO BOX 81, BOOTHBAY HBR, ME 045380081
CO-TRUSTEE1$4,270
990-PF for the year ended February 28, 2025: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA
1 FINANCIAL PLAZA, PROVIDENCE, RI 02903
CO-TRUSTEE1$156,901
C MURRAY MCQUAID
PO BOX 81, BOOTHBAY HBR, ME 045380081
CO-TRUSTEE1$41,070
990-PF for the year ended February 29, 2024: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA
1 FINANCIAL PLAZA, PROVIDENCE, RI 02903
CO-TRUSTEE1$141,728
C MURRAY MCQUAID
PO BOX 81, BOOTHBAY HBR, ME 045380081
CO-TRUSTEE1$36,827

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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
30-6555626
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
2018
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$12,830,109
Income (IRS master file)
$1,097,405

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$972,405$1,048,193$12,830,109XML
990-PFFebruary 2025$2,645,661$1,021,431$12,526,115XML
990-PFFebruary 2024$238,131$947,650$10,830,318XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––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 30-6555626).

Questions about CO TUW CHARLES G BANCROFT TRUST

What is the EIN of CO TUW CHARLES G BANCROFT TRUST?
The employer identification number (EIN) of CO TUW CHARLES G BANCROFT TRUST is 30-6555626.
Is CO TUW CHARLES G BANCROFT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to CO TUW CHARLES G BANCROFT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CO TUW CHARLES G BANCROFT TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CO TUW CHARLES G BANCROFT TRUST due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CO TUW CHARLES G BANCROFT TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of CO TUW CHARLES G BANCROFT TRUST?
The 990-PF for the year ended February 28, 2026 lists 2 people; 2 received compensation from the organization, the highest $158,939 (BANK OF AMERICA, CO-TRUSTEE).
How much revenue does CO TUW CHARLES G BANCROFT TRUST have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $972,405, expenses of $1,048,193 and total assets of $12,830,109 at year end.

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