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Nonprofit · EIN 58-6259129

INNIS HARRELL TRUST UW

Tax-exempt · DALLAS, TX 75265

Financials

$1K$20K2023$7K$20K2024$11K$20K2025
Revenue Expenses · by fiscal year end
Financials of INNIS HARRELL TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$10,825$19,978-$9,153$309,974$0$309,974
December 31, 2024990-PF$6,844$20,114-$13,270$319,180$0$319,180
December 31, 2023990-PF$1,183$20,032-$18,849$332,559$0$332,559
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$14,030
Net gain from sales of assets
-$3,205

Expenses

Grants and similar amounts paid
$12,999
Compensation of officers, directors and key employees
$5,525
Disbursements for charitable purposes
$15,709
Excise tax on investment income
$138

Balance sheet and other

Total assets, start of year
$319,180
Total assets, end of year
$309,974
Total liabilities, end of year
$0
Net assets, end of year
$309,974
Fair market value of assets
$308,542
Qualifying distributions
$15,709
Net investment income
$14,030

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$5,525
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$5,611
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$5,181

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 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
58-6259129
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
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$309,974
Income (IRS master file)
$46,363

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$10,825$19,978$309,974IRS
990-PFDecember 2024$6,844$20,114$319,180IRS
990-PFDecember 2023$1,183$20,032$332,559XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 58-6259129).

Questions about INNIS HARRELL TRUST UW

What is the EIN of INNIS HARRELL TRUST UW?
The employer identification number (EIN) of INNIS HARRELL TRUST UW is 58-6259129.
Is INNIS HARRELL TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to INNIS HARRELL TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does INNIS HARRELL TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of INNIS HARRELL TRUST UW 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 INNIS HARRELL TRUST UW 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 INNIS HARRELL TRUST UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,525 (BANK OF AMERICA, TRUSTEE).
How much revenue does INNIS HARRELL TRUST UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,825, expenses of $19,978 and total assets of $309,974 at year end.

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