Nonprofit · EIN 58-6109234
LLOYD WHITLEY TRUW ITEM II
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $157,084 | $96,140 | $60,944 | $1,472,891 | $0 | $1,472,891 |
| November 30, 2024 | 990-PF | $50,547 | $78,309 | -$27,762 | $1,410,954 | $0 | $1,410,954 |
| November 30, 2023 | 990-PF | -$10,556 | $71,462 | -$82,018 | $1,361,269 | $0 | $1,361,269 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $39,578
- Net gain from sales of assets
- $117,506
Expenses
- Grants and similar amounts paid
- $83,786
- Compensation of officers, directors and key employees
- $8,526
- Disbursements for charitable purposes
- $87,516
- Excise tax on investment income
- $2,055
Balance sheet and other
- Total assets, start of year
- $1,410,954
- Total assets, end of year
- $1,472,891
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,472,891
- Fair market value of assets
- $1,833,304
- Qualifying distributions
- $87,516
- Net investment income
- $155,672
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,526 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,809 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,148 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6109234
- 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
- 1974
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,472,891
- Income (IRS master file)
- $326,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $157,084 | $96,140 | $1,472,891 | XML |
| 990-PF | November 2024 | $50,547 | $78,309 | $1,410,954 | XML |
| 990-PF | November 2023 | -$10,556 | $71,462 | $1,361,269 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 58-6109234).
Questions about LLOYD WHITLEY TRUW ITEM II
- What is the EIN of LLOYD WHITLEY TRUW ITEM II?
- The employer identification number (EIN) of LLOYD WHITLEY TRUW ITEM II is 58-6109234.
- Is LLOYD WHITLEY TRUW ITEM II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to LLOYD WHITLEY TRUW ITEM II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LLOYD WHITLEY TRUW ITEM II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LLOYD WHITLEY TRUW ITEM II due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LLOYD WHITLEY TRUW ITEM II last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of LLOYD WHITLEY TRUW ITEM II?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,526 (BANK OF AMERICA, TRUSTEE).
- How much revenue does LLOYD WHITLEY TRUW ITEM II have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $157,084, expenses of $96,140 and total assets of $1,472,891 at year end.
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