Nonprofit · EIN 37-6445616
ZELMA MAY JOSI CHARITABLE TR
Also known as JACK L ROBSON TTEE
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $143,311 | $261,632 | -$118,321 | $1,843,023 | $0 | $1,843,023 |
| December 31, 2024 | 990-PF | $96,368 | $205,871 | -$109,503 | $1,959,868 | $0 | $1,959,868 |
| December 31, 2023 | 990-PF | $90,447 | $280,741 | -$190,294 | $2,041,999 | $0 | $2,041,999 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $96,474
- Net gain from sales of assets
- $45,247
- Other income
- $1,590
Expenses
- Grants and similar amounts paid
- $192,249
- Compensation of officers, directors and key employees
- $63,129
- Disbursements for charitable purposes
- $218,919
- Excise tax on investment income
- $1,398
Balance sheet and other
- Total assets, start of year
- $1,959,868
- Total assets, end of year
- $1,843,023
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,843,023
- Fair market value of assets
- $4,811,182
- Qualifying distributions
- $218,919
- Net investment income
- $141,721
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $63,129 |
| JACK ROBSON 6220 SE RIVERSIDE DRIVE, VANCOUVER, WA 98661 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $40,557 |
| JACK ROBSON 6220 SE RIVERSIDE DRIVE, VANCOUVER, WA 98661 | TRUSTEE | 1 | $18,581 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK L ROBSON 6220 SE RIVERSIDE DRIVE, VANCOUVER, WA 98661 | TRUSTEE | 1 | $38,869 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % JACK L ROBSON TRUSTEE
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-6445616
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,843,023
- Income (IRS master file)
- $941,628
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $143,311 | $261,632 | $1,843,023 | IRS |
| 990-PF | December 2024 | $96,368 | $205,871 | $1,959,868 | IRS |
| 990-PF | December 2023 | $90,447 | $280,741 | $2,041,999 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 37-6445616).
Questions about ZELMA MAY JOSI CHARITABLE TR
- What is the EIN of ZELMA MAY JOSI CHARITABLE TR?
- The employer identification number (EIN) of ZELMA MAY JOSI CHARITABLE TR is 37-6445616.
- Is ZELMA MAY JOSI CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ZELMA MAY JOSI CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ZELMA MAY JOSI CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ZELMA MAY JOSI CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ZELMA MAY JOSI CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ZELMA MAY JOSI CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $63,129 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does ZELMA MAY JOSI CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $143,311, expenses of $261,632 and total assets of $1,843,023 at year end.
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