Skip to main content

Nonprofit · EIN 52-6206483

IRENE LINDIG PERKINS LEWIS TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$14K$23K2023$43K$30K2024
Revenue Expenses · by fiscal year end
Financials of IRENE LINDIG PERKINS LEWIS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$43,443$29,723$13,720$420,753$0$420,753
December 31, 2023990-PF$14,029$23,390-$9,361$407,480$0$407,480
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$12,082
Net gain from sales of assets
$31,361

Expenses

Grants and similar amounts paid
$20,322
Compensation of officers, directors and key employees
$7,285
Disbursements for charitable purposes
$23,736
Excise tax on investment income
$517

Balance sheet and other

Total assets, start of year
$407,480
Total assets, end of year
$420,753
Total liabilities, end of year
$0
Net assets, end of year
$420,753
Fair market value of assets
$501,342
Qualifying distributions
$23,736
Net investment income
$43,012

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$7,285
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$6,636

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% CHESTER W STERCZEK
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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-6206483
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$420,753
Income (IRS master file)
$96,714

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$43,443$29,723$420,753XML
990-PFDecember 2023$14,029$23,390$407,480XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 52-6206483).

Questions about IRENE LINDIG PERKINS LEWIS TRUST

What is the EIN of IRENE LINDIG PERKINS LEWIS TRUST?
The employer identification number (EIN) of IRENE LINDIG PERKINS LEWIS TRUST is 52-6206483.
Is IRENE LINDIG PERKINS LEWIS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to IRENE LINDIG PERKINS LEWIS TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does IRENE LINDIG PERKINS LEWIS TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of IRENE LINDIG PERKINS LEWIS TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IRENE LINDIG PERKINS LEWIS TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of IRENE LINDIG PERKINS LEWIS TRUST?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $7,285 (BANK OF AMERICA, TRUSTEE).
How much revenue does IRENE LINDIG PERKINS LEWIS TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $43,443, expenses of $29,723 and total assets of $420,753 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations