Nonprofit · EIN 36-6037380
R H NORTON FUND TRUST 39214
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $175,244 | $594,739 | -$419,495 | $4,419,936 | $0 | $4,419,936 |
| May 31, 2025 | 990-PF | $258,418 | $290,806 | -$32,388 | $4,840,891 | $0 | $4,840,891 |
| May 31, 2024 | 990-PF | $258,237 | $369,448 | -$111,211 | $4,873,276 | $0 | $4,873,276 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $165,207
- Net gain from sales of assets
- $10,037
Expenses
- Grants and similar amounts paid
- $555,900
- Compensation of officers, directors and key employees
- $32,772
- Disbursements for charitable purposes
- $569,509
- Excise tax on investment income
- $2,123
Balance sheet and other
- Total assets, start of year
- $4,840,891
- Total assets, end of year
- $4,419,936
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,419,936
- Fair market value of assets
- $7,773,263
- Qualifying distributions
- $569,509
- Net investment income
- $175,244
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $32,772 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $30,524 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $27,731 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA TRUSTEE
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-6037380
- 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
- 1954
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,419,936
- Income (IRS master file)
- $401,316
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $175,244 | $594,739 | $4,419,936 | XML |
| 990-PF | May 2025 | $258,418 | $290,806 | $4,840,891 | XML |
| 990-PF | May 2024 | $258,237 | $369,448 | $4,873,276 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 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 36-6037380).
Questions about R H NORTON FUND TRUST 39214
- What is the EIN of R H NORTON FUND TRUST 39214?
- The employer identification number (EIN) of R H NORTON FUND TRUST 39214 is 36-6037380.
- Is R H NORTON FUND TRUST 39214 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to R H NORTON FUND TRUST 39214 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R H NORTON FUND TRUST 39214 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R H NORTON FUND TRUST 39214 due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R H NORTON FUND TRUST 39214 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of R H NORTON FUND TRUST 39214?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $32,772 (BANK OF AMERICA, TRUSTEE).
- How much revenue does R H NORTON FUND TRUST 39214 have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $175,244, expenses of $594,739 and total assets of $4,419,936 at year end.
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