Nonprofit · EIN 59-7238035
F & M POTTER TUA MEMORIAL FUND TR
Also known as 0607017-0543413
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $542,592 | $788,881 | -$246,289 | $6,918,481 | $0 | $6,918,481 |
| July 31, 2025 | 990-PF | $470,891 | $702,665 | -$231,774 | $7,118,094 | $0 | $7,118,094 |
| July 31, 2024 | 990-PF | $1,036,178 | $664,414 | $371,764 | $7,372,508 | $0 | $7,372,508 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $311,626
- Net gain from sales of assets
- $227,639
- Other income
- $3,327
Expenses
- Grants and similar amounts paid
- $542,996
- Compensation of officers, directors and key employees
- $239,558
- Disbursements for charitable purposes
- $639,319
- Excise tax on investment income
- $5,417
Balance sheet and other
- Total assets, start of year
- $7,118,094
- Total assets, end of year
- $6,918,481
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,918,481
- Fair market value of assets
- $13,539,705
- Qualifying distributions
- $639,319
- Net investment income
- $539,265
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEWITT DUPONT 1515 HERBERT ST, PORT ORANGE, FL 321296105 | CO-TRUSTEE | 20 | $119,788 |
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 75265 | CO-TRUSTEE | 1 | $119,770 |
990-PF for the year ended July 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 75265 | CO-TRUSTEE | 1 | $118,340 |
| HEWITT DUPONT 1515 HERBERT ST, PORT ORANGE, FL 321296105 | CO-TRUSTEE | 20 | $99,716 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 75265 | CO-TRUSTEE | 1 | $111,565 |
| HEWITT DUPONT 1515 HERBERT ST, PORT ORANGE, FL 321296105 | CO-TRUSTEE | 20 | $94,023 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA N A ET AL 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990-PF on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 59-7238035
- 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
- 2005
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $7,118,094
- Income (IRS master file)
- $1,747,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | $542,592 | $788,881 | $6,918,481 | XML |
| 990-PF | July 2025 | $470,891 | $702,665 | $7,118,094 | XML |
| 990-PF | July 2024 | $1,036,178 | $664,414 | $7,372,508 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 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 59-7238035).
Questions about F & M POTTER TUA MEMORIAL FUND TR
- What is the EIN of F & M POTTER TUA MEMORIAL FUND TR?
- The employer identification number (EIN) of F & M POTTER TUA MEMORIAL FUND TR is 59-7238035.
- Is F & M POTTER TUA MEMORIAL FUND TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to F & M POTTER TUA MEMORIAL FUND TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does F & M POTTER TUA MEMORIAL FUND TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of F & M POTTER TUA MEMORIAL FUND TR due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did F & M POTTER TUA MEMORIAL FUND TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of F & M POTTER TUA MEMORIAL FUND TR?
- The 990-PF for the year ended July 31, 2026 lists 2 people; 2 received compensation from the organization, the highest $119,788 (HEWITT DUPONT, CO-TRUSTEE).
- How much revenue does F & M POTTER TUA MEMORIAL FUND TR have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $542,592, expenses of $788,881 and total assets of $6,918,481 at year end.
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