Nonprofit · EIN 54-6225993
WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $454,926 | $207,998 | $246,928 | $3,261,296 | $0 | $3,261,296 |
| April 30, 2025 | 990-PF | $267,042 | $198,073 | $68,969 | $2,906,475 | $0 | $2,906,475 |
| April 30, 2024 | 990-PF | $95,776 | $165,432 | -$69,656 | $2,852,330 | $0 | $2,852,330 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $81,851
- Net gain from sales of assets
- $365,712
- Other income
- $7,363
Expenses
- Grants and similar amounts paid
- $146,620
- Compensation of officers, directors and key employees
- $47,982
- Disbursements for charitable purposes
- $169,281
- Excise tax on investment income
- $5,742
Balance sheet and other
- Total assets, start of year
- $2,906,475
- Total assets, end of year
- $3,261,296
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,261,296
- Fair market value of assets
- $3,952,984
- Qualifying distributions
- $169,281
- Net investment income
- $446,300
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $47,982 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $44,602 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $40,466 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA N A
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 54-6225993
- 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
- 1985
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,261,296
- Income (IRS master file)
- $972,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $454,926 | $207,998 | $3,261,296 | XML |
| 990-PF | April 2025 | $267,042 | $198,073 | $2,906,475 | XML |
| 990-PF | April 2024 | $95,776 | $165,432 | $2,852,330 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 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 54-6225993).
Questions about WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK
- What is the EIN of WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK?
- The employer identification number (EIN) of WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK is 54-6225993.
- Is WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $47,982 (BANK OF AMERICA, TRUSTEE).
- How much revenue does WHITLOCK MEMORIAL FUND UW FRANK W WHITLOCK have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $454,926, expenses of $207,998 and total assets of $3,261,296 at year end.
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