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Nonprofit · EIN 56-6072059

C C BEAM TRUST FUND UW

Tax-exempt · DALLAS, TX 75265

Financials

$15K$24K2023$41K$27K2024
Revenue Expenses · by fiscal year end
Financials of C C BEAM TRUST FUND UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$40,707$26,661$14,046$433,786$0$433,786
June 30, 2024990-PF$15,164$24,397-$9,233$424,555$0$424,555
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$12,495
Net gain from sales of assets
$28,212

Expenses

Grants and similar amounts paid
$24,076
Compensation of officers, directors and key employees
$551
Disbursements for charitable purposes
$24,724
Excise tax on investment income
$540

Balance sheet and other

Total assets, start of year
$424,555
Total assets, end of year
$433,786
Total liabilities, end of year
$0
Net assets, end of year
$433,786
Fair market value of assets
$544,248
Qualifying distributions
$24,724
Net investment income
$40,261

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$551
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$529

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
56-6072059
Exempt since
1970
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$433,786
Income (IRS master file)
$84,609

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$40,707$26,661$433,786XML
990-PFJune 2024$15,164$24,397$424,555XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 56-6072059).

Questions about C C BEAM TRUST FUND UW

What is the EIN of C C BEAM TRUST FUND UW?
The employer identification number (EIN) of C C BEAM TRUST FUND UW is 56-6072059.
Is C C BEAM TRUST FUND UW tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does C C BEAM TRUST FUND UW file?
Form 990-PF. Private foundations file every year.
When is the next return of C C BEAM TRUST FUND UW due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did C C BEAM TRUST FUND UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of C C BEAM TRUST FUND UW?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $551 (BANK OF AMERICA, TRUSTEE).
How much revenue does C C BEAM TRUST FUND UW have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $40,707, expenses of $26,661 and total assets of $433,786 at year end.

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