Nonprofit · EIN 52-6210881
CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $263,810 | $175,094 | $88,716 | $2,442,723 | $0 | $2,442,723 |
| December 31, 2024 | 990-PF | $253,479 | $161,207 | $92,272 | $2,353,370 | $0 | $2,353,370 |
| December 31, 2023 | 990-PF | $79,763 | $125,035 | -$45,272 | $2,263,566 | $0 | $2,263,566 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $67,790
- Net gain from sales of assets
- $196,020
Expenses
- Grants and similar amounts paid
- $125,754
- Compensation of officers, directors and key employees
- $39,483
- Disbursements for charitable purposes
- $142,047
- Excise tax on investment income
- $3,270
Balance sheet and other
- Total assets, start of year
- $2,353,370
- Total assets, end of year
- $2,442,723
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,442,723
- Fair market value of assets
- $3,110,364
- Qualifying distributions
- $142,047
- Net investment income
- $262,764
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 N A 9000 SOUTHSIDE BLVD BLDG 400 FL9-4, JACKSONVILLE, FL 322560787 | CO-TRUSTEE | 1 | $39,483 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 9000 SOUTHSIDE BLVD BLDG 400 FL9-4, JACKSONVILLE, FL 322560787 | CO-TRUSTEE | 1 | $37,265 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 9000 SOUTHSIDE BLVD BLDG 400 FL9-4, JACKSONVILLE, FL 322560787 | CO-TRUSTEE | 1 | $33,205 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA TTEE
- 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
- 52-6210881
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $2,442,723
- Income (IRS master file)
- $534,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $263,810 | $175,094 | $2,442,723 | XML |
| 990-PF | December 2024 | $253,479 | $161,207 | $2,353,370 | XML |
| 990-PF | December 2023 | $79,763 | $125,035 | $2,263,566 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 52-6210881).
Questions about CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81
- What is the EIN of CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81?
- The employer identification number (EIN) of CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81 is 52-6210881.
- Is CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81 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 CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81 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 CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $39,483 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does CAROLINE J PADGETT TRUST UA 3056249 FBO CAROLINE J PADGETT DTD 2-20-81 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $263,810, expenses of $175,094 and total assets of $2,442,723 at year end.
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