Nonprofit · EIN 58-6284321
TUW WESLEY SMITH CHARITABLE TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $76,863 | $35,904 | $40,959 | $536,393 | $0 | $536,393 |
| March 31, 2025 | 990-PF | $45,289 | $34,637 | $10,652 | $480,986 | $0 | $480,986 |
| March 31, 2024 | 990-PF | $17,532 | $27,813 | -$10,281 | $469,243 | $0 | $469,243 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $13,369
- Net gain from sales of assets
- $63,494
Expenses
- Grants and similar amounts paid
- $24,580
- Compensation of officers, directors and key employees
- $8,575
- Disbursements for charitable purposes
- $28,510
- Excise tax on investment income
- $975
Balance sheet and other
- Total assets, start of year
- $480,986
- Total assets, end of year
- $536,393
- Total liabilities, end of year
- $0
- Net assets, end of year
- $536,393
- Fair market value of assets
- $611,373
- Qualifying distributions
- $28,510
- Net investment income
- $76,657
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,575 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,079 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,236 |
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6284321
- 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
- 2002
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $536,393
- Income (IRS master file)
- $162,135
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | – | – | – | IRS |
| 990-PF | March 2025 | – | – | – | IRS |
| 990-PF | March 2024 | $17,532 | $27,813 | $469,243 | IRS |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about TUW WESLEY SMITH CHARITABLE TR
- What is the EIN of TUW WESLEY SMITH CHARITABLE TR?
- The employer identification number (EIN) of TUW WESLEY SMITH CHARITABLE TR is 58-6284321.
- Is TUW WESLEY SMITH CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to TUW WESLEY SMITH CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TUW WESLEY SMITH CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TUW WESLEY SMITH CHARITABLE TR due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TUW WESLEY SMITH CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of TUW WESLEY SMITH CHARITABLE TR?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $8,575 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TUW WESLEY SMITH CHARITABLE TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $76,863, expenses of $35,904 and total assets of $536,393 at year end.
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