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Nonprofit · EIN 59-7247101

LUCY B LONG CHARITABLE TUW TR

Also known as 60-01-103-0729194

Tax-exempt · DALLAS, TX 75265

Financials

$5K$14K2023$12K$9K2024
Revenue Expenses · by fiscal year end
Financials of LUCY B LONG CHARITABLE TUW TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$11,558$8,640$2,918$121,063$0$121,063
August 31, 2024990-PF$5,433$14,422-$8,989$118,269$0$118,269
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$3,469
Net gain from sales of assets
$8,089

Expenses

Grants and similar amounts paid
$3,000
Compensation of officers, directors and key employees
$2,090
Disbursements for charitable purposes
$6,415
Excise tax on investment income
$128

Balance sheet and other

Total assets, start of year
$118,268
Total assets, end of year
$121,063
Total liabilities, end of year
$0
Net assets, end of year
$121,063
Fair market value of assets
$156,471
Qualifying distributions
$6,415
Net investment income
$11,433

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,090
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$1,970

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
59-7247101
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
2007
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$121,063
Income (IRS master file)
$26,462

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$11,558$8,640$121,063XML
990-PFAugust 2024$5,433$14,422$118,269XML
990-PFAugust 2023–––IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2019–––IRS
990-PFAugust 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 59-7247101).

Questions about LUCY B LONG CHARITABLE TUW TR

What is the EIN of LUCY B LONG CHARITABLE TUW TR?
The employer identification number (EIN) of LUCY B LONG CHARITABLE TUW TR is 59-7247101.
Is LUCY B LONG CHARITABLE TUW TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to LUCY B LONG CHARITABLE TUW TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCY B LONG CHARITABLE TUW TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCY B LONG CHARITABLE TUW TR 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 LUCY B LONG CHARITABLE TUW TR 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 LUCY B LONG CHARITABLE TUW TR?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,090 (BANK OF AMERICA, TRUSTEE).
How much revenue does LUCY B LONG CHARITABLE TUW TR have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $11,558, expenses of $8,640 and total assets of $121,063 at year end.

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