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Nonprofit · EIN 30-6737824

TUA MARTIN CHARITABLE TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$12M$162K2023$2.9M$675K2024
Revenue Expenses · by fiscal year end
Financials of TUA MARTIN CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,883,873$674,812$2,209,061$13,396,061$0$13,396,061
December 31, 2023990-PF$12,011,068$161,848$11,849,220$11,287,476$0$11,287,476
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,184,383
Dividends
$334,057
Net gain from sales of assets
$365,433

Expenses

Grants and similar amounts paid
$493,458
Compensation of officers, directors and key employees
$133,376
Disbursements for charitable purposes
$582,962
Excise tax on investment income
$8,529

Balance sheet and other

Total assets, start of year
$11,287,476
Total assets, end of year
$13,396,061
Total liabilities, end of year
$0
Net assets, end of year
$13,396,061
Fair market value of assets
$15,513,158
Qualifying distributions
$582,962
Net investment income
$699,490

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653036
TRUSTEE1$133,376
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653036
TRUSTEE1$46,121

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% ALEXANDRA LIO
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6737824
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,540,060
Income (IRS master file)
$2,933,836

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,883,873$674,812$13,396,061IRS
990-PFDecember 2023$12,011,068$161,848$11,287,476XML

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 30-6737824).

Questions about TUA MARTIN CHARITABLE TRUST

What is the EIN of TUA MARTIN CHARITABLE TRUST?
The employer identification number (EIN) of TUA MARTIN CHARITABLE TRUST is 30-6737824.
Is TUA MARTIN CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to TUA MARTIN CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TUA MARTIN CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of TUA MARTIN CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TUA MARTIN CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of TUA MARTIN CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $133,376 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does TUA MARTIN CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,883,873, expenses of $674,812 and total assets of $13,396,061 at year end.

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