Nonprofit · EIN 36-2417437
A MONTGOMERY WARD FOUNDATION 32 48652-4
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,212,047 | $1,014,102 | $197,945 | $14,589,251 | $0 | $14,589,251 |
| June 30, 2024 | 990-PF | $494,035 | $965,885 | -$471,850 | $14,327,674 | $0 | $14,327,674 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $424,497
- Net gain from sales of assets
- $787,310
- Other income
- $240
Expenses
- Grants and similar amounts paid
- $683,359
- Compensation of officers, directors and key employees
- $246,582
- Disbursements for charitable purposes
- $831,207
- Excise tax on investment income
- $14,435
Balance sheet and other
- Total assets, start of year
- $14,327,674
- Total assets, end of year
- $14,589,251
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,589,251
- Fair market value of assets
- $18,418,870
- Qualifying distributions
- $831,207
- Net investment income
- $1,206,012
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bank of America N A PO BOX 653067, DALLAS, TX 752653067 | Co-Trustee | 1 | $125,450 |
| Jack Hutchings BofA PO BOX 653067, DALLAS, TX 752653067 | Co-Trustee | 4 | $60,566 |
| Richard Oloffson BofA PO BOX 653067, DALLAS, TX 752653067 | Co-Trustee | 4 | $60,566 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bank of America N A 110 N LaSalle, Chicago, IL 60606 | Co-Trustee | 1 | $116,754 |
| Jack Hutchings c/oBank of America 110 N LaSalle, Chicago, IL 60606 | Co-Trustee | 4 | $56,442 |
| Richard Oloffson c/oBank of America 110 N LaSalle, Chicago, IL 60606 | Co-Trustee | 4 | $56,442 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % CONTL ILL NATL BK & TR CO FO CHGO
- Signed the 990-PF
- BK OF AMER NA AS CO-TTEE, 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-2417437
- 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
- 1960
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,589,251
- Income (IRS master file)
- $4,908,014
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,212,047 | $1,014,102 | $14,589,251 | IRS |
| 990-PF | June 2024 | $494,035 | $965,885 | $14,327,674 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 36-2417437).
Questions about A MONTGOMERY WARD FOUNDATION 32 48652-4
- What is the EIN of A MONTGOMERY WARD FOUNDATION 32 48652-4?
- The employer identification number (EIN) of A MONTGOMERY WARD FOUNDATION 32 48652-4 is 36-2417437.
- Is A MONTGOMERY WARD FOUNDATION 32 48652-4 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to A MONTGOMERY WARD FOUNDATION 32 48652-4 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does A MONTGOMERY WARD FOUNDATION 32 48652-4 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of A MONTGOMERY WARD FOUNDATION 32 48652-4 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did A MONTGOMERY WARD FOUNDATION 32 48652-4 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of A MONTGOMERY WARD FOUNDATION 32 48652-4?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $125,450 (Bank of America N A, Co-Trustee).
- How much revenue does A MONTGOMERY WARD FOUNDATION 32 48652-4 have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,212,047, expenses of $1,014,102 and total assets of $14,589,251 at year end.
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