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Nonprofit · EIN 54-6064255

JESSE P DONNALLY TR UW

Also known as 032-033006317960

Tax-exempt · DALLAS, TX 75265

Financials

$31K$17K2024$33K$23K2025
Revenue Expenses · by fiscal year end
Financials of JESSE P DONNALLY TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$33,064$22,543$10,521$312,946$0$312,946
December 31, 2024990-PF$30,586$17,224$13,362$302,342$0$302,342
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$8,532
Net gain from sales of assets
$24,532

Expenses

Grants and similar amounts paid
$16,032
Compensation of officers, directors and key employees
$3,734
Disbursements for charitable purposes
$18,723
Excise tax on investment income
$415

Balance sheet and other

Total assets, start of year
$302,342
Total assets, end of year
$312,946
Total liabilities, end of year
$0
Net assets, end of year
$312,946
Fair market value of assets
$392,903
Qualifying distributions
$18,723
Net investment income
$32,932

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,734
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$1,634

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 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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
54-6064255
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$312,946
Income (IRS master file)
$67,565

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$33,064$22,543$312,946IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$9,117$16,599$289,301IRS
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 54-6064255).

Questions about JESSE P DONNALLY TR UW

What is the EIN of JESSE P DONNALLY TR UW?
The employer identification number (EIN) of JESSE P DONNALLY TR UW is 54-6064255.
Is JESSE P DONNALLY TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JESSE P DONNALLY TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of JESSE P DONNALLY TR UW 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 JESSE P DONNALLY TR UW 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 JESSE P DONNALLY TR UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,734 (BANK OF AMERICA, TRUSTEE).
How much revenue does JESSE P DONNALLY TR UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $33,064, expenses of $22,543 and total assets of $312,946 at year end.

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