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Nonprofit · EIN 32-6460476

BROOKS OSBORN BISHOP FAM CHARITABLE TR

Also known as U S TRUST BANK OF AMERICA N A TTEE

Tax-exempt · DALLAS, TX 75265

Financials

$545K$244K2025
Revenue Expenses · by fiscal year end
Financials of BROOKS OSBORN BISHOP FAM CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$545,093$243,797$301,296$1,113,474$0$1,113,474
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$56,559
Net gain from sales of assets
$487,950
Other income
$584

Expenses

Grants and similar amounts paid
$225,000
Compensation of officers, directors and key employees
$16,677
Disbursements for charitable purposes
$232,271
Excise tax on investment income
$7,407

Balance sheet and other

Total assets, start of year
$812,056
Total assets, end of year
$1,113,474
Total liabilities, end of year
$0
Net assets, end of year
$1,113,474
Fair market value of assets
$3,180,327
Qualifying distributions
$232,271
Net investment income
$544,438

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$16,677

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% US TRUST BANK OF AMERICA PWM
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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
32-6460476
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
December
Files
Form 990-PF
Assets (IRS master file)
$1,113,474
Income (IRS master file)
$783,661

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$158,636$237,376$983,970IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about BROOKS OSBORN BISHOP FAM CHARITABLE TR

What is the EIN of BROOKS OSBORN BISHOP FAM CHARITABLE TR?
The employer identification number (EIN) of BROOKS OSBORN BISHOP FAM CHARITABLE TR is 32-6460476.
Is BROOKS OSBORN BISHOP FAM CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to BROOKS OSBORN BISHOP FAM CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BROOKS OSBORN BISHOP FAM CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BROOKS OSBORN BISHOP FAM CHARITABLE TR 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 BROOKS OSBORN BISHOP FAM CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BROOKS OSBORN BISHOP FAM CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,677 (BANK OF AMERICA, TRUSTEE).
How much revenue does BROOKS OSBORN BISHOP FAM CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $545,093, expenses of $243,797 and total assets of $1,113,474 at year end.

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