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Nonprofit · EIN 36-6055133

GEORGE J WILLIAMS CHARITABLE TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$15K$29K2023$41K$29K2024
Revenue Expenses · by fiscal year end
Financials of GEORGE J WILLIAMS CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$41,223$29,477$11,746$416,282$0$416,282
June 30, 2024990-PF$14,706$28,793-$14,087$409,323$0$409,323
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$12,033
Net gain from sales of assets
$29,190

Expenses

Grants and similar amounts paid
$20,128
Compensation of officers, directors and key employees
$7,309
Disbursements for charitable purposes
$23,567
Excise tax on investment income
$487

Balance sheet and other

Total assets, start of year
$409,323
Total assets, end of year
$416,282
Total liabilities, end of year
$0
Net assets, end of year
$416,282
Fair market value of assets
$522,516
Qualifying distributions
$23,567
Net investment income
$40,793

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST, PROVIDENCE, RI 02903
TRUSTEE1$7,309
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST, PROVIDENCE, RI 02903
TRUSTEE1$8,006

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
36-6055133
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
1940
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$416,282
Income (IRS master file)
$94,663

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025–––IRS
990-PFJune 2024$14,706$28,793$409,323IRS
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 GEORGE J WILLIAMS CHARITABLE TRUST

What is the EIN of GEORGE J WILLIAMS CHARITABLE TRUST?
The employer identification number (EIN) of GEORGE J WILLIAMS CHARITABLE TRUST is 36-6055133.
Is GEORGE J WILLIAMS CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
Are donations to GEORGE J WILLIAMS CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGE J WILLIAMS CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE J WILLIAMS CHARITABLE TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GEORGE J WILLIAMS CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of GEORGE J WILLIAMS CHARITABLE TRUST?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,309 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does GEORGE J WILLIAMS CHARITABLE TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $41,223, expenses of $29,477 and total assets of $416,282 at year end.

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