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Nonprofit · EIN 57-0893376

ANNA ROSE OUTLAND TRUST UW

Tax-exempt · DALLAS, TX 75265

Financials

$19K$30K2023$50K$33K2024$84K$35K2025
Revenue Expenses · by fiscal year end
Financials of ANNA ROSE OUTLAND TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$84,499$35,293$49,206$604,606$0$604,606
June 30, 2025990-PF$49,917$33,183$16,734$527,314$0$527,314
June 30, 2024990-PF$19,111$29,969-$10,858$516,269$0$516,269
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$14,830
Net gain from sales of assets
$69,669

Expenses

Grants and similar amounts paid
$29,081
Compensation of officers, directors and key employees
$2,789
Disbursements for charitable purposes
$30,517
Excise tax on investment income
$1,128

Balance sheet and other

Total assets, start of year
$527,314
Total assets, end of year
$604,606
Total liabilities, end of year
$0
Net assets, end of year
$604,606
Fair market value of assets
$752,916
Qualifying distributions
$30,517
Net investment income
$84,264

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, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,789
990-PF for the year ended June 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,539
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,303

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 TRUSTEE, 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, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
57-0893376
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$604,606
Income (IRS master file)
$179,217

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$84,499$35,293$604,606XML
990-PFJune 2025$49,917$33,183$527,314XML
990-PFJune 2024$19,111$29,969$516,269XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 57-0893376).

Questions about ANNA ROSE OUTLAND TRUST UW

What is the EIN of ANNA ROSE OUTLAND TRUST UW?
The employer identification number (EIN) of ANNA ROSE OUTLAND TRUST UW is 57-0893376.
Is ANNA ROSE OUTLAND TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ANNA ROSE OUTLAND TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNA ROSE OUTLAND TRUST UW due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANNA ROSE OUTLAND TRUST UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of ANNA ROSE OUTLAND TRUST UW?
The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,789 (BANK OF AMERICA, TRUSTEE).
How much revenue does ANNA ROSE OUTLAND TRUST UW have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $84,499, expenses of $35,293 and total assets of $604,606 at year end.

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