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Nonprofit · EIN 36-6122369

ARRIE & ESTELLE BAMBERGER SCHOL TRUST

Tax-exempt · RICHARDSON, TX 75080

Financials

$101K$155K2023$626K$160K2024
Revenue Expenses · by fiscal year end
Financials of ARRIE & ESTELLE BAMBERGER SCHOL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$626,184$160,139$466,045$2,775,323$0$2,775,323
May 31, 2024990-PF$101,100$154,785-$53,685$2,333,644$0$2,333,644
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$71,089
Net gain from sales of assets
$555,095

Expenses

Grants and similar amounts paid
$118,250
Compensation of officers, directors and key employees
$16,177
Disbursements for charitable purposes
$128,716
Excise tax on investment income
$8,459

Balance sheet and other

Total assets, start of year
$2,333,644
Total assets, end of year
$2,775,323
Total liabilities, end of year
$0
Net assets, end of year
$2,775,323
Fair market value of assets
$2,847,490
Qualifying distributions
$128,716
Net investment income
$623,662

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
PRIOR TRUSTEE1$16,177
AMERICAN NATIONAL BANK OF TX
2600 NORTH CENTRAL EXPWY SUITE 700, RICHARDSON, TX 75080
TRUSTEE1$0
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$35,835

Address and contacts

Address (IRS master file)
2600 N CENTRAL EXPY STE 700, RICHARDSON, TX 75080-2063
In care of
% BANK OF AMERICA
Signed the 990-PF
AMERICAN NATIONAL BANK TX, TRUSTEE
Phone
(214) 863-6077
Return prepared by
BANK OF AMERICA NA

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 yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
36-6122369
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$2,775,323
Income (IRS master file)
$3,190,817

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$626,184$160,139$2,775,323XML
990-PFMay 2024$101,100$154,785$2,333,644XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 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 36-6122369).

Questions about ARRIE & ESTELLE BAMBERGER SCHOL TRUST

What is the EIN of ARRIE & ESTELLE BAMBERGER SCHOL TRUST?
The employer identification number (EIN) of ARRIE & ESTELLE BAMBERGER SCHOL TRUST is 36-6122369.
Is ARRIE & ESTELLE BAMBERGER SCHOL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ARRIE & ESTELLE BAMBERGER SCHOL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ARRIE & ESTELLE BAMBERGER SCHOL TRUST due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ARRIE & ESTELLE BAMBERGER SCHOL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of ARRIE & ESTELLE BAMBERGER SCHOL TRUST?
The 990-PF for the year ended May 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $16,177 (BANK OF AMERICA, PRIOR TRUSTEE).
How much revenue does ARRIE & ESTELLE BAMBERGER SCHOL TRUST have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $626,184, expenses of $160,139 and total assets of $2,775,323 at year end.

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