Nonprofit · EIN 43-6575377
CARRIE E GROSS TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $181,789 | $85,005 | $96,784 | $1,384,551 | $0 | $1,384,551 |
| July 31, 2024 | 990-PF | $50,568 | $111,677 | -$61,109 | $1,293,140 | $0 | $1,293,140 |
| July 31, 2023 | 990-PF | -$13,332 | $116,645 | -$129,977 | $1,300,239 | $0 | $1,300,239 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $38,619
- Net gain from sales of assets
- $143,170
Expenses
- Grants and similar amounts paid
- $52,500
- Compensation of officers, directors and key employees
- $21,716
- Disbursements for charitable purposes
- $69,013
- Excise tax on investment income
- $2,289
Balance sheet and other
- Total assets, start of year
- $1,293,140
- Total assets, end of year
- $1,384,551
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,384,551
- Fair market value of assets
- $1,661,374
- Qualifying distributions
- $69,013
- Net investment income
- $180,429
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $21,716 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $20,041 |
990-PF for the year ended July 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $19,146 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA
- 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6575377
- 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
- 1995
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $1,384,551
- Income (IRS master file)
- $1,193,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $181,789 | $85,005 | $1,384,551 | XML |
| 990-PF | July 2024 | $50,568 | $111,677 | $1,293,140 | XML |
| 990-PF | July 2023 | -$13,332 | $116,645 | $1,300,239 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 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 43-6575377).
Questions about CARRIE E GROSS TRUST
- What is the EIN of CARRIE E GROSS TRUST?
- The employer identification number (EIN) of CARRIE E GROSS TRUST is 43-6575377.
- Is CARRIE E GROSS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to CARRIE E GROSS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARRIE E GROSS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARRIE E GROSS TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARRIE E GROSS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of CARRIE E GROSS TRUST?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,716 (BANK OF AMERICA, TRUSTEE).
- How much revenue does CARRIE E GROSS TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $181,789, expenses of $85,005 and total assets of $1,384,551 at year end.
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