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Nonprofit · EIN 43-6780615

PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000

Tax-exempt · DALLAS, TX 75265

Financials

$86K$124K2023$217K$155K2024$366K$180K2025
Revenue Expenses · by fiscal year end
Financials of PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$366,035$179,974$186,061$2,500,717$0$2,500,717
March 31, 2025990-PF$216,614$155,195$61,419$2,247,636$0$2,247,636
March 31, 2024990-PF$86,403$123,620-$37,217$2,181,247$0$2,181,247
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$62,760
Net gain from sales of assets
$303,275

Expenses

Grants and similar amounts paid
$138,143
Compensation of officers, directors and key employees
$33,181
Disbursements for charitable purposes
$151,915
Excise tax on investment income
$4,748

Balance sheet and other

Total assets, start of year
$2,247,636
Total assets, end of year
$2,500,717
Total liabilities, end of year
$0
Net assets, end of year
$2,500,717
Fair market value of assets
$2,863,566
Qualifying distributions
$151,915
Net investment income
$365,073

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$33,181
990-PF for the year ended March 31, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$31,272
990-PF for the year ended March 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$28,002

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 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
43-6780615
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
1999
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$2,500,717
Income (IRS master file)
$744,860

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$366,035$179,974$2,500,717XML
990-PFMarch 2025$216,614$155,195$2,247,636XML
990-PFMarch 2024$86,403$123,620$2,181,247XML
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 43-6780615).

Questions about PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000

What is the EIN of PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000?
The employer identification number (EIN) of PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000 is 43-6780615.
Is PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000 file?
Form 990-PF. Private foundations file every year.
When is the next return of PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000 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 PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000 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 PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000?
The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $33,181 (BANK OF AMERICA, TRUSTEE).
How much revenue does PHYLLIS DEE CATHER IRREVOCABLE TRUST UW 10-27-97 50011024901000 have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $366,035, expenses of $179,974 and total assets of $2,500,717 at year end.

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