Nonprofit · EIN 54-0907164
LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $74,482 | $48,539 | $25,943 | $678,833 | $0 | $678,833 |
| December 31, 2024 | 990-PF | $67,580 | $44,610 | $22,970 | $652,711 | $0 | $652,711 |
| December 31, 2023 | 990-PF | $21,598 | $35,152 | -$13,554 | $630,384 | $0 | $630,384 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,745
- Net gain from sales of assets
- $55,737
Expenses
- Grants and similar amounts paid
- $33,656
- Compensation of officers, directors and key employees
- $10,626
- Disbursements for charitable purposes
- $39,378
- Excise tax on investment income
- $925
Balance sheet and other
- Total assets, start of year
- $652,711
- Total assets, end of year
- $678,833
- Total liabilities, end of year
- $0
- Net assets, end of year
- $678,833
- Fair market value of assets
- $851,554
- Qualifying distributions
- $39,378
- Net investment income
- $74,205
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 | $10,626 |
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 | $9,987 |
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 | $8,948 |
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
- 54-0907164
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $678,833
- Income (IRS master file)
- $161,229
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $74,482 | $48,539 | $678,833 | IRS |
| 990-PF | December 2024 | $67,580 | $44,610 | $652,711 | XML |
| 990-PF | December 2023 | $21,598 | $35,152 | $630,384 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 54-0907164).
Questions about LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY
- What is the EIN of LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY?
- The employer identification number (EIN) of LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY is 54-0907164.
- Is LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY 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 LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY 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 LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,626 (BANK OF AMERICA, TRUSTEE).
- How much revenue does LOUISE B OVERBY TR UW FBO WASH & LEE UNIVERSITY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $74,482, expenses of $48,539 and total assets of $678,833 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- AT&T VEBA TRUST EIN 43-1491162 · last filed 990 for 2024
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025