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Nonprofit · EIN 52-7059226

RICHARD D SHINEY CHARITABLE TR

Tax-exempt · DALLAS, TX 75265

Financials

$95K$68K2024$152K$71K2025
Revenue Expenses · by fiscal year end
Financials of RICHARD D SHINEY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$152,293$70,654$81,639$953,820$0$953,820
January 31, 2025990-PF$94,818$67,897$26,921$907,591$0$907,591
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$26,479
Net gain from sales of assets
$125,814

Expenses

Grants and similar amounts paid
$49,051
Compensation of officers, directors and key employees
$15,413
Disbursements for charitable purposes
$55,716
Excise tax on investment income
$1,932

Balance sheet and other

Total assets, start of year
$907,591
Total assets, end of year
$953,820
Total liabilities, end of year
$0
Net assets, end of year
$953,820
Fair market value of assets
$1,232,378
Qualifying distributions
$55,716
Net investment income
$151,898

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 January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$15,413
990-PF for the year ended January 31, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$14,564

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

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
52-7059226
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
2000
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$953,820
Income (IRS master file)
$355,730

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026–––IRS
990-PFJanuary 2025–––IRS
990-PFJanuary 2024$31,226$50,627$879,148IRS
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––IRS
990-PFJanuary 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about RICHARD D SHINEY CHARITABLE TR

What is the EIN of RICHARD D SHINEY CHARITABLE TR?
The employer identification number (EIN) of RICHARD D SHINEY CHARITABLE TR is 52-7059226.
Is RICHARD D SHINEY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to RICHARD D SHINEY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD D SHINEY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD D SHINEY CHARITABLE TR due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RICHARD D SHINEY CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2026.
Who are the officers and directors of RICHARD D SHINEY CHARITABLE TR?
The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $15,413 (BANK OF AMERICA, TRUSTEE).
How much revenue does RICHARD D SHINEY CHARITABLE TR have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $152,293, expenses of $70,654 and total assets of $953,820 at year end.

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