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Nonprofit · EIN 30-6618770

MELINDA J MCDANIEL CHAR TR

Tax-exempt · DALLAS, TX 75265

Financials

$11K$88K2022$43K$102K2023$214K$91K2024
Revenue Expenses · by fiscal year end
Financials of MELINDA J MCDANIEL CHAR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$214,414$90,803$123,611$1,415,043$0$1,415,043
July 31, 2024990-PF$42,866$102,420-$59,554$1,291,510$0$1,291,510
July 31, 2023990-PF$11,081$87,866-$76,785$1,325,916$0$1,325,916
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$32,469
Net gain from sales of assets
$181,945

Expenses

Grants and similar amounts paid
$66,000
Compensation of officers, directors and key employees
$21,487
Disbursements for charitable purposes
$75,095
Excise tax on investment income
$2,751

Balance sheet and other

Total assets, start of year
$1,291,510
Total assets, end of year
$1,415,043
Total liabilities, end of year
$0
Net assets, end of year
$1,415,043
Fair market value of assets
$1,567,854
Qualifying distributions
$75,095
Net investment income
$213,086

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
100 WESTMINSTER ST, PROVIDENCE, RI 029032309
TRUSTEE1$21,487
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
100 WESTMINSTER ST, PROVIDENCE, RI 029032309
TRUSTEE1$19,891
990-PF for the year ended July 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
100 WESTMINSTER ST, PROVIDENCE, RI 029032309
TRUSTEE1$18,986

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

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
30-6618770
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
2022
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$1,415,043
Income (IRS master file)
$739,866

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$214,414$90,803$1,415,043XML
990-PFJuly 2024$42,866$102,420$1,291,510XML
990-PFJuly 2023$11,081$87,866$1,325,916XML
990-PFJuly 2022–––IRS
990-PFJuly 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 30-6618770).

Questions about MELINDA J MCDANIEL CHAR TR

What is the EIN of MELINDA J MCDANIEL CHAR TR?
The employer identification number (EIN) of MELINDA J MCDANIEL CHAR TR is 30-6618770.
Is MELINDA J MCDANIEL CHAR TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to MELINDA J MCDANIEL CHAR TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MELINDA J MCDANIEL CHAR TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MELINDA J MCDANIEL CHAR TR due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MELINDA J MCDANIEL CHAR TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of MELINDA J MCDANIEL CHAR TR?
The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,487 (BANK OF AMERICA, TRUSTEE).
How much revenue does MELINDA J MCDANIEL CHAR TR have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $214,414, expenses of $90,803 and total assets of $1,415,043 at year end.

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