Nonprofit · EIN 58-6028261
TR U I 3 W O NANNIE WESTMORELAND
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $98,654 | $61,864 | $36,790 | $1,032,631 | $0 | $1,032,631 |
| September 30, 2024 | 990-PF | $33,855 | $64,820 | -$30,965 | $993,540 | $0 | $993,540 |
| September 30, 2023 | 990-PF | -$7,354 | $56,569 | -$63,923 | $992,852 | $0 | $992,852 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $28,520
- Net gain from sales of assets
- $70,134
Expenses
- Grants and similar amounts paid
- $43,414
- Compensation of officers, directors and key employees
- $14,688
- Disbursements for charitable purposes
- $49,627
- Excise tax on investment income
- $1,207
Balance sheet and other
- Total assets, start of year
- $993,538
- Total assets, end of year
- $1,032,631
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,032,631
- Fair market value of assets
- $1,329,332
- Qualifying distributions
- $49,627
- Net investment income
- $97,622
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $14,688 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $13,534 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $12,505 |
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 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 58-6028261
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,032,631
- Income (IRS master file)
- $249,651
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $98,654 | $61,864 | $1,032,631 | XML |
| 990-PF | September 2024 | $33,855 | $64,820 | $993,540 | XML |
| 990-PF | September 2023 | -$7,354 | $56,569 | $992,852 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 58-6028261).
Questions about TR U I 3 W O NANNIE WESTMORELAND
- What is the EIN of TR U I 3 W O NANNIE WESTMORELAND?
- The employer identification number (EIN) of TR U I 3 W O NANNIE WESTMORELAND is 58-6028261.
- Is TR U I 3 W O NANNIE WESTMORELAND tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does TR U I 3 W O NANNIE WESTMORELAND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TR U I 3 W O NANNIE WESTMORELAND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TR U I 3 W O NANNIE WESTMORELAND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of TR U I 3 W O NANNIE WESTMORELAND?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,688 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TR U I 3 W O NANNIE WESTMORELAND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $98,654, expenses of $61,864 and total assets of $1,032,631 at year end.
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