Nonprofit · EIN 36-6040330
CARL J METZ MEMORIAL TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $11,205 | $9,215 | $1,990 | $112,378 | $0 | $112,378 |
| September 30, 2024 | 990-PF | $4,114 | $8,044 | -$3,930 | $110,011 | $0 | $110,011 |
| September 30, 2023 | 990-PF | -$865 | $7,300 | -$8,165 | $110,334 | $0 | $110,334 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $3,196
- Net gain from sales of assets
- $8,009
Expenses
- Grants and similar amounts paid
- $5,812
- Compensation of officers, directors and key employees
- $1,913
- Disbursements for charitable purposes
- $7,092
- Excise tax on investment income
- $125
Balance sheet and other
- Total assets, start of year
- $110,011
- Total assets, end of year
- $112,378
- Total liabilities, end of year
- $0
- Net assets, end of year
- $112,378
- Fair market value of assets
- $145,185
- Qualifying distributions
- $7,092
- Net investment income
- $11,090
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 PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $1,913 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $1,771 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $1,654 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % CONTINENTAL ILL NATL BK & TR CO
- 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 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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 36-6040330
- 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)
- $112,378
- Income (IRS master file)
- $28,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $11,205 | $9,215 | $112,378 | XML |
| 990-PF | September 2024 | $4,114 | $8,044 | $110,011 | XML |
| 990-PF | September 2023 | -$865 | $7,300 | $110,334 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 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 36-6040330).
Questions about CARL J METZ MEMORIAL TRUST
- What is the EIN of CARL J METZ MEMORIAL TRUST?
- The employer identification number (EIN) of CARL J METZ MEMORIAL TRUST is 36-6040330.
- Is CARL J METZ MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1900.
- Which annual return does CARL J METZ MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL J METZ MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARL J METZ MEMORIAL 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 CARL J METZ MEMORIAL TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,913 (BANK OF AMERICA, TRUSTEE).
- How much revenue does CARL J METZ MEMORIAL TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $11,205, expenses of $9,215 and total assets of $112,378 at year end.
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