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Nonprofit · EIN 58-6240287

W N HARPER TR UW FBO THE AMERICAN HEART ASSN

Tax-exempt · DALLAS, TX 75265

Financials

$90K$138K2023$271K$178K2024$295K$193K2025
Revenue Expenses · by fiscal year end
Financials of W N HARPER TR UW FBO THE AMERICAN HEART ASSN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$294,767$192,647$102,120$2,721,259$0$2,721,259
December 31, 2024990-PF$271,361$178,369$92,992$2,618,350$0$2,618,350
December 31, 2023990-PF$89,860$137,536-$47,676$2,528,135$0$2,528,135
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$74,639
Net gain from sales of assets
$220,128

Expenses

Grants and similar amounts paid
$139,644
Compensation of officers, directors and key employees
$42,478
Disbursements for charitable purposes
$157,135
Excise tax on investment income
$3,669

Balance sheet and other

Total assets, start of year
$2,618,350
Total assets, end of year
$2,721,259
Total liabilities, end of year
$0
Net assets, end of year
$2,721,259
Fair market value of assets
$3,449,306
Qualifying distributions
$157,135
Net investment income
$293,609

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$42,478
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$39,985
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$35,817

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-6240287
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,721,259
Income (IRS master file)
$587,515

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$294,767$192,647$2,721,259IRS
990-PFDecember 2024$271,361$178,369$2,618,350IRS
990-PFDecember 2023$89,860$137,536$2,528,135XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 58-6240287).

Questions about W N HARPER TR UW FBO THE AMERICAN HEART ASSN

What is the EIN of W N HARPER TR UW FBO THE AMERICAN HEART ASSN?
The employer identification number (EIN) of W N HARPER TR UW FBO THE AMERICAN HEART ASSN is 58-6240287.
Is W N HARPER TR UW FBO THE AMERICAN HEART ASSN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to W N HARPER TR UW FBO THE AMERICAN HEART ASSN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does W N HARPER TR UW FBO THE AMERICAN HEART ASSN file?
Form 990-PF. Private foundations file every year.
When is the next return of W N HARPER TR UW FBO THE AMERICAN HEART ASSN due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did W N HARPER TR UW FBO THE AMERICAN HEART ASSN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of W N HARPER TR UW FBO THE AMERICAN HEART ASSN?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $42,478 (BANK OF AMERICA, TRUSTEE).
How much revenue does W N HARPER TR UW FBO THE AMERICAN HEART ASSN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $294,767, expenses of $192,647 and total assets of $2,721,259 at year end.

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