Nonprofit · EIN 36-6010130
HERBERT N ROSE TR CONSOLIDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $605,323 | $778,619 | -$173,296 | $7,579,548 | $0 | $7,579,548 |
| December 31, 2024 | 990-PF | $715,251 | $693,814 | $21,437 | $7,748,838 | $0 | $7,748,838 |
| December 31, 2023 | 990-PF | $799,020 | $689,692 | $109,328 | $7,727,301 | $0 | $7,727,301 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $336,986
- Net gain from sales of assets
- $268,337
Expenses
- Grants and similar amounts paid
- $650,000
- Compensation of officers, directors and key employees
- $117,494
- Disbursements for charitable purposes
- $697,513
- Excise tax on investment income
- $7,356
Balance sheet and other
- Total assets, start of year
- $7,748,838
- Total assets, end of year
- $7,579,548
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,579,548
- Fair market value of assets
- $16,140,081
- Qualifying distributions
- $697,513
- Net investment income
- $604,818
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $117,494 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $109,512 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $95,830 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- Signed the 990-PF
- BANK OF AMERICA AS 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-6010130
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $7,579,548
- Income (IRS master file)
- $714,459
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $605,323 | $778,619 | $7,579,548 | XML |
| 990-PF | December 2024 | $715,251 | $693,814 | $7,748,838 | XML |
| 990-PF | December 2023 | $799,020 | $689,692 | $7,727,301 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 36-6010130).
Questions about HERBERT N ROSE TR CONSOLIDATION
- What is the EIN of HERBERT N ROSE TR CONSOLIDATION?
- The employer identification number (EIN) of HERBERT N ROSE TR CONSOLIDATION is 36-6010130.
- Is HERBERT N ROSE TR CONSOLIDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to HERBERT N ROSE TR CONSOLIDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT N ROSE TR CONSOLIDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT N ROSE TR CONSOLIDATION 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 HERBERT N ROSE TR CONSOLIDATION 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 HERBERT N ROSE TR CONSOLIDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $117,494 (BANK OF AMERICA, TRUSTEE).
- How much revenue does HERBERT N ROSE TR CONSOLIDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $605,323, expenses of $778,619 and total assets of $7,579,548 at year end.
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