Nonprofit · EIN 36-6039360
HOBART W WILLIAMS TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $2,424,110 | $1,720,080 | $704,030 | $24,059,936 | $0 | $24,059,936 |
| September 30, 2024 | 990-PF | $822,576 | $1,372,708 | -$550,132 | $23,225,935 | $0 | $23,225,935 |
| September 30, 2023 | 990-PF | -$110,064 | $1,127,416 | -$1,237,480 | $23,004,373 | $0 | $23,004,373 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $659,961
- Net gain from sales of assets
- $1,764,149
Expenses
- Grants and similar amounts paid
- $1,471,140
- Compensation of officers, directors and key employees
- $151,380
- Disbursements for charitable purposes
- $1,532,207
- Excise tax on investment income
- $31,537
Balance sheet and other
- Total assets, start of year
- $23,225,935
- Total assets, end of year
- $24,059,936
- Total liabilities, end of year
- $0
- Net assets, end of year
- $24,059,936
- Fair market value of assets
- $31,105,524
- Qualifying distributions
- $1,532,207
- Net investment income
- $2,398,983
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 110 N Wacker, Chicago, IL 60606 | TRUSTEE | 1 | $151,380 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 110 N Wacker, Chicago, IL 60606 | TRUSTEE | 1 | $138,012 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 100 WESTMINSTER ST, PROVIDENCE, RI 02903 | TRUSTEE | 1 | $125,777 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA ILLINOIS
- Signed the 990-PF
- BANK OF AMERICA N A AS TRUSTEE, 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 36-6039360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1900
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $24,059,936
- Income (IRS master file)
- $5,898,752
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $2,424,110 | $1,720,080 | $24,059,936 | XML |
| 990-PF | September 2024 | $822,576 | $1,372,708 | $23,225,935 | XML |
| 990-PF | September 2023 | -$110,064 | $1,127,416 | $23,004,373 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 36-6039360).
Questions about HOBART W WILLIAMS TRUST
- What is the EIN of HOBART W WILLIAMS TRUST?
- The employer identification number (EIN) of HOBART W WILLIAMS TRUST is 36-6039360.
- Is HOBART W WILLIAMS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1900.
- Which annual return does HOBART W WILLIAMS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOBART W WILLIAMS TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOBART W WILLIAMS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of HOBART W WILLIAMS TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $151,380 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does HOBART W WILLIAMS TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $2,424,110, expenses of $1,720,080 and total assets of $24,059,936 at year end.
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