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Nonprofit · EIN 43-6023718

RACHEL B ELGAS TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$88K$123K2023$224K$158K2024$377K$187K2025
Revenue Expenses · by fiscal year end
Financials of RACHEL B ELGAS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$377,175$187,198$189,977$2,554,831$0$2,554,831
March 31, 2025990-PF$223,569$158,225$65,344$2,297,133$0$2,297,133
March 31, 2024990-PF$87,709$123,488-$35,779$2,226,131$0$2,226,131
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$64,274
Net gain from sales of assets
$312,901

Expenses

Grants and similar amounts paid
$142,976
Compensation of officers, directors and key employees
$33,307
Disbursements for charitable purposes
$156,799
Excise tax on investment income
$4,900

Balance sheet and other

Total assets, start of year
$2,297,133
Total assets, end of year
$2,554,831
Total liabilities, end of year
$0
Net assets, end of year
$2,554,831
Fair market value of assets
$2,911,933
Qualifying distributions
$156,799
Net investment income
$376,162

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$33,307
990-PF for the year ended March 31, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$31,300
990-PF for the year ended March 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$27,968

Address and contacts

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

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
43-6023718
Exempt since
1900
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$2,554,831
Income (IRS master file)
$781,445

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$377,175$187,198$2,554,831IRS
990-PFMarch 2025$223,569$158,225$2,297,133IRS
990-PFMarch 2024$87,709$123,488$2,226,131XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––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 43-6023718).

Questions about RACHEL B ELGAS TRUST

What is the EIN of RACHEL B ELGAS TRUST?
The employer identification number (EIN) of RACHEL B ELGAS TRUST is 43-6023718.
Is RACHEL B ELGAS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt since 1900.
Which annual return does RACHEL B ELGAS TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of RACHEL B ELGAS TRUST due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RACHEL B ELGAS TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of RACHEL B ELGAS TRUST?
The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $33,307 (BANK OF AMERICA, TRUSTEE).
How much revenue does RACHEL B ELGAS TRUST have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $377,175, expenses of $187,198 and total assets of $2,554,831 at year end.

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