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Nonprofit · EIN 43-6316904

COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE

Tax-exempt · DALLAS, TX 75265

Financials

$3.5M$1.8M2023$18M$1.6M2024$3.1M$1.6M2025
Revenue Expenses · by fiscal year end
Financials of COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,131,192$1,646,735$1,484,457$40,414,126$0$40,414,126
December 31, 2024990-PF$17,997,060$1,565,414$16,431,646$38,913,089$0$38,913,089
December 31, 2023990-PF$3,488,596$1,776,000$1,712,596$22,405,674$0$22,405,674
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$973,649
Net gain from sales of assets
$2,157,543

Expenses

Grants and similar amounts paid
$1,337,500
Compensation of officers, directors and key employees
$174,103
Disbursements for charitable purposes
$1,511,854
Excise tax on investment income
$41,585

Balance sheet and other

Total assets, start of year
$38,913,089
Total assets, end of year
$40,414,126
Total liabilities, end of year
$0
Net assets, end of year
$40,414,126
Fair market value of assets
$43,855,987
Qualifying distributions
$1,511,854
Net investment income
$3,126,594

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.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$174,103
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$161,833
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$143,443
JOHN H MIZE JR - CO BOA
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$73,544

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-6316904
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$40,414,126
Income (IRS master file)
$5,873,084

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,131,192$1,646,735$40,414,126IRS
990-PFDecember 2024$17,997,060$1,565,414$38,913,089XML
990-PFDecember 2023$3,488,596$1,776,000$22,405,674XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 43-6316904).

Questions about COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE

What is the EIN of COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE?
The employer identification number (EIN) of COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE is 43-6316904.
Is COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE 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 COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE 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 COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $174,103 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does COURTNEY S TURNER CHARITABLE TRUST BOATMENS FIRST NATL BK OF KC TTEE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,131,192, expenses of $1,646,735 and total assets of $40,414,126 at year end.

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