Nonprofit · EIN 54-6030447
SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE
Also known as 003-055056358774
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $1,044,795 | $516,548 | $528,247 | $7,646,656 | $0 | $7,646,656 |
| February 28, 2025 | 990-PF | $675,963 | $519,161 | $156,802 | $6,945,269 | $0 | $6,945,269 |
| February 29, 2024 | 990-PF | $218,177 | $489,130 | -$270,953 | $6,764,033 | $0 | $6,764,033 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $193,667
- Net gain from sales of assets
- $851,128
Expenses
- Grants and similar amounts paid
- $412,703
- Compensation of officers, directors and key employees
- $78,253
- Disbursements for charitable purposes
- $449,974
- Excise tax on investment income
- $13,697
Balance sheet and other
- Total assets, start of year
- $6,945,269
- Total assets, end of year
- $7,646,656
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,646,656
- Fair market value of assets
- $9,203,276
- Qualifying distributions
- $449,974
- Net investment income
- $1,042,001
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $78,253 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $74,057 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $67,291 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA
- Signed the 990-PF
- BANK OF AMERICA NA, 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 54-6030447
- 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
- 1996
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $7,646,656
- Income (IRS master file)
- $2,773,488
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $1,044,795 | $516,548 | $7,646,656 | IRS |
| 990-PF | February 2025 | $675,963 | $519,161 | $6,945,269 | XML |
| 990-PF | February 2024 | $218,177 | $489,130 | $6,764,033 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 54-6030447).
Questions about SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE
- What is the EIN of SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE?
- The employer identification number (EIN) of SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE is 54-6030447.
- Is SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE 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 SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE 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 SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $78,253 (BANK OF AMERICA, TRUSTEE).
- How much revenue does SAMUEL W HOLDCROFT TRUST UW SOVRAN BANK NA TTEE have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $1,044,795, expenses of $516,548 and total assets of $7,646,656 at year end.
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