Nonprofit · EIN 36-6054192
CAROLINE WILLIAMS CHARITABLE TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $28,851 | $23,839 | $5,012 | $312,859 | $0 | $312,859 |
| July 31, 2024 | 990-PF | $11,523 | $21,193 | -$9,670 | $310,325 | $0 | $310,325 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $8,880
- Net gain from sales of assets
- $19,971
Expenses
- Grants and similar amounts paid
- $15,276
- Compensation of officers, directors and key employees
- $6,694
- Disbursements for charitable purposes
- $18,469
- Excise tax on investment income
- $324
Balance sheet and other
- Total assets, start of year
- $310,325
- Total assets, end of year
- $312,859
- Total liabilities, end of year
- $0
- Net assets, end of year
- $312,859
- Fair market value of assets
- $394,507
- Qualifying distributions
- $18,469
- Net investment income
- $28,525
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 100 WESTMINSTER ST, PROVIDENCE, RI 02903 | TRUSTEE | 1 | $6,694 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 100 WESTMINSTER ST, PROVIDENCE, RI 02903 | TRUSTEE | 1 | $6,137 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA
- Signed the 990-PF
- BANK OF AMERICA 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 36-6054192
- 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
- 1957
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $312,859
- Income (IRS master file)
- $66,550
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | – | – | – | IRS |
| 990-PF | July 2024 | $11,523 | $21,193 | $310,325 | IRS |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about CAROLINE WILLIAMS CHARITABLE TRUST
- What is the EIN of CAROLINE WILLIAMS CHARITABLE TRUST?
- The employer identification number (EIN) of CAROLINE WILLIAMS CHARITABLE TRUST is 36-6054192.
- Is CAROLINE WILLIAMS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to CAROLINE WILLIAMS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROLINE WILLIAMS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROLINE WILLIAMS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAROLINE WILLIAMS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of CAROLINE WILLIAMS CHARITABLE TRUST?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,694 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does CAROLINE WILLIAMS CHARITABLE TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $28,851, expenses of $23,839 and total assets of $312,859 at year end.
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