Nonprofit · EIN 48-6166410
CHARLES S JONES MEMORIAL TR FUND
Also known as 50-16-101-3685300
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $951,217 | $740,035 | $211,182 | $6,510,445 | $0 | $6,510,445 |
| December 31, 2024 | 990-PF | $2,682,955 | $585,453 | $2,097,502 | $6,297,505 | $0 | $6,297,505 |
| December 31, 2023 | 990-PF | $152,952 | $234,955 | -$82,003 | $4,207,573 | $0 | $4,207,573 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $169,162
- Net gain from sales of assets
- $481,590
- Other income
- $300,465
Expenses
- Grants and similar amounts paid
- $572,286
- Compensation of officers, directors and key employees
- $108,112
- Disbursements for charitable purposes
- $616,051
- Excise tax on investment income
- $12,042
Balance sheet and other
- Total assets, start of year
- $6,297,505
- Total assets, end of year
- $6,510,445
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,510,445
- Fair market value of assets
- $10,286,845
- Qualifying distributions
- $616,051
- Net investment income
- $948,617
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 PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $108,112 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $198,622 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $57,342 |
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 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
- 48-6166410
- 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
- 1975
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,510,445
- Income (IRS master file)
- $1,759,773
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $951,217 | $740,035 | $6,510,445 | XML |
| 990-PF | December 2024 | $2,682,955 | $585,453 | $6,297,505 | XML |
| 990-PF | December 2023 | $152,952 | $234,955 | $4,207,573 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 48-6166410).
Questions about CHARLES S JONES MEMORIAL TR FUND
- What is the EIN of CHARLES S JONES MEMORIAL TR FUND?
- The employer identification number (EIN) of CHARLES S JONES MEMORIAL TR FUND is 48-6166410.
- Is CHARLES S JONES MEMORIAL TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to CHARLES S JONES MEMORIAL TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES S JONES MEMORIAL TR FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES S JONES MEMORIAL TR FUND 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 CHARLES S JONES MEMORIAL TR FUND 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 CHARLES S JONES MEMORIAL TR FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $108,112 (BANK OF AMERICA, TRUSTEE).
- How much revenue does CHARLES S JONES MEMORIAL TR FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $951,217, expenses of $740,035 and total assets of $6,510,445 at year end.
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