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Nonprofit · EIN 54-6285472

TR T I & ALMA C STEPTOE U W TIS

Tax-exempt · DALLAS, TX 75265

Financials

$161K$156K2023$1.1M$184K2024$125K$212K2025
Revenue Expenses · by fiscal year end
Financials of TR T I & ALMA C STEPTOE U W TIS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$125,337$211,634-$86,297$3,108,091$0$3,108,091
February 28, 2025990-PF$1,061,455$184,396$877,059$3,194,384$0$3,194,384
February 29, 2024990-PF$161,271$156,101$5,170$2,317,324$0$2,317,324
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$97,857
Net gain from sales of assets
$27,480

Expenses

Grants and similar amounts paid
$148,254
Compensation of officers, directors and key employees
$44,800
Disbursements for charitable purposes
$168,932
Excise tax on investment income
$1,335

Balance sheet and other

Total assets, start of year
$3,194,384
Total assets, end of year
$3,108,091
Total liabilities, end of year
$0
Net assets, end of year
$3,108,091
Fair market value of assets
$3,814,224
Qualifying distributions
$168,932
Net investment income
$125,337

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$44,800
990-PF for the year ended February 28, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$42,489
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$37,990

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA TTEE
Signed the 990-PF
BANK OF AMERICA NA TTEE, 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 yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
54-6285472
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
1990
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$3,108,091
Income (IRS master file)
$234,451

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$125,337$211,634$3,108,091XML
990-PFFebruary 2025$1,061,455$184,396$3,194,384XML
990-PFFebruary 2024$161,271$156,101$2,317,324XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 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 54-6285472).

Questions about TR T I & ALMA C STEPTOE U W TIS

What is the EIN of TR T I & ALMA C STEPTOE U W TIS?
The employer identification number (EIN) of TR T I & ALMA C STEPTOE U W TIS is 54-6285472.
Is TR T I & ALMA C STEPTOE U W TIS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to TR T I & ALMA C STEPTOE U W TIS tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TR T I & ALMA C STEPTOE U W TIS file?
Form 990-PF. Private foundations file every year.
When is the next return of TR T I & ALMA C STEPTOE U W TIS 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 TR T I & ALMA C STEPTOE U W TIS 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 TR T I & ALMA C STEPTOE U W TIS?
The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $44,800 (BANK OF AMERICA, TRUSTEE).
How much revenue does TR T I & ALMA C STEPTOE U W TIS have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $125,337, expenses of $211,634 and total assets of $3,108,091 at year end.

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