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Nonprofit · EIN 48-6243897

JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL

Tax-exempt · DALLAS, TX 75265

Financials

$38K$59K2023$79K$67K2024$92K$98K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$92,156$98,291-$6,135$1,205,605$0$1,205,605
February 28, 2025990-PF$79,395$67,373$12,022$1,192,410$0$1,192,410
February 29, 2024990-PF$37,590$59,421-$21,831$1,180,276$0$1,180,276
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$40,607
Net gain from sales of assets
$51,549

Expenses

Grants and similar amounts paid
$71,123
Compensation of officers, directors and key employees
$18,356
Disbursements for charitable purposes
$84,391
Excise tax on investment income
$1,103

Balance sheet and other

Total assets, start of year
$1,192,410
Total assets, end of year
$1,205,605
Total liabilities, end of year
$0
Net assets, end of year
$1,205,605
Fair market value of assets
$1,361,326
Qualifying distributions
$84,391
Net investment income
$91,939

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$18,356
990-PF for the year ended February 28, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$17,891
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$16,608

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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
48-6243897
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
1983
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$1,205,605
Income (IRS master file)
$295,989

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$92,156$98,291$1,205,605XML
990-PFFebruary 2025$79,395$67,373$1,192,410IRS
990-PFFebruary 2024$37,590$59,421$1,180,276XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 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 48-6243897).

Questions about JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL

What is the EIN of JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL?
The employer identification number (EIN) of JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL is 48-6243897.
Is JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL?
The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $18,356 (BANK OF AMERICA, TRUSTEE).
How much revenue does JOSEPHINE M & EVERETT O ROYER TRUST FOR GRACE EPISCOPAL CATHEDRAL have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $92,156, expenses of $98,291 and total assets of $1,205,605 at year end.

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