Nonprofit · EIN 59-6121126
CHARLES A LAUFFER TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $534,532 | $309,464 | $225,068 | $3,359,194 | $0 | $3,359,194 |
| August 31, 2024 | 990-PF | $148,190 | $258,072 | -$109,882 | $3,099,771 | $0 | $3,099,771 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $98,797
- Net gain from sales of assets
- $435,735
Expenses
- Grants and similar amounts paid
- $250,485
- Compensation of officers, directors and key employees
- $51,526
- Disbursements for charitable purposes
- $271,595
- Excise tax on investment income
- $6,893
Balance sheet and other
- Total assets, start of year
- $3,099,771
- Total assets, end of year
- $3,359,194
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,359,194
- Fair market value of assets
- $4,631,677
- Qualifying distributions
- $271,595
- Net investment income
- $531,634
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $51,526 |
| LUANNE EAGLE FERGUSON 3637 4TH ST N STE 240, ST PETERSBURG, FL 33704 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $48,422 |
| LUANNE EAGLE FERGUSON 100 2ND AVE N STE 350, ST PETERSBURG, FL 33701 | CO-TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % NATIONSBANK N A SOUTH TTEE
- 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 59-6121126
- 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
- 2017
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $3,359,194
- Income (IRS master file)
- $860,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $534,532 | $309,464 | $3,359,194 | XML |
| 990-PF | August 2024 | $148,190 | $258,072 | $3,099,771 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | 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 59-6121126).
Questions about CHARLES A LAUFFER TRUST
- What is the EIN of CHARLES A LAUFFER TRUST?
- The employer identification number (EIN) of CHARLES A LAUFFER TRUST is 59-6121126.
- Is CHARLES A LAUFFER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to CHARLES A LAUFFER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES A LAUFFER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES A LAUFFER TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES A LAUFFER TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of CHARLES A LAUFFER TRUST?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $51,526 (BANK OF AMERICA, TRUSTEE).
- How much revenue does CHARLES A LAUFFER TRUST have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $534,532, expenses of $309,464 and total assets of $3,359,194 at year end.
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