Nonprofit · EIN 56-6215427
S A BEATY RESIDUARY TRUST UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $89,408 | $36,138 | $53,270 | $632,656 | $0 | $632,656 |
| February 28, 2025 | 990-PF | $54,688 | $34,839 | $19,849 | $563,473 | $0 | $563,473 |
| February 29, 2024 | 990-PF | $19,926 | $28,170 | -$8,244 | $528,926 | $0 | $528,926 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $16,234
- Net gain from sales of assets
- $73,174
Expenses
- Grants and similar amounts paid
- $30,028
- Compensation of officers, directors and key employees
- $2,804
- Disbursements for charitable purposes
- $31,804
- Excise tax on investment income
- $1,196
Balance sheet and other
- Total assets, start of year
- $563,473
- Total assets, end of year
- $632,656
- Total liabilities, end of year
- $0
- Net assets, end of year
- $632,656
- Fair market value of assets
- $767,111
- Qualifying distributions
- $31,804
- Net investment income
- $89,179
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 | $2,804 |
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 | $2,602 |
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 | $2,286 |
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 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
- 56-6215427
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $632,656
- Income (IRS master file)
- $213,532
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $89,408 | $36,138 | $632,656 | IRS |
| 990-PF | February 2025 | $54,688 | $34,839 | $563,473 | XML |
| 990-PF | February 2024 | $19,926 | $28,170 | $528,926 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 56-6215427).
Questions about S A BEATY RESIDUARY TRUST UW
- What is the EIN of S A BEATY RESIDUARY TRUST UW?
- The employer identification number (EIN) of S A BEATY RESIDUARY TRUST UW is 56-6215427.
- Is S A BEATY RESIDUARY TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Which annual return does S A BEATY RESIDUARY TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of S A BEATY RESIDUARY TRUST UW 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 S A BEATY RESIDUARY TRUST UW 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 S A BEATY RESIDUARY TRUST UW?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,804 (BANK OF AMERICA, TRUSTEE).
- How much revenue does S A BEATY RESIDUARY TRUST UW have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $89,408, expenses of $36,138 and total assets of $632,656 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- AT&T VEBA TRUST EIN 43-1491162 · last filed 990 for 2024
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025