Nonprofit · EIN 59-7262197
TUA JOSEPHINE ROGERS PERPETUAL I
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $522,682 | $322,165 | $200,517 | $4,841,940 | $0 | $4,841,940 |
| October 31, 2024 | 990-PF | $176,574 | $290,960 | -$114,386 | $4,695,594 | $0 | $4,695,594 |
| October 31, 2023 | 990-PF | -$65,268 | $313,341 | -$378,609 | $4,612,496 | $0 | $4,612,496 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $132,928
- Net gain from sales of assets
- $389,754
Expenses
- Grants and similar amounts paid
- $243,366
- Compensation of officers, directors and key employees
- $67,709
- Disbursements for charitable purposes
- $270,949
- Excise tax on investment income
- $6,521
Balance sheet and other
- Total assets, start of year
- $4,695,594
- Total assets, end of year
- $4,841,940
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,841,940
- Fair market value of assets
- $6,072,268
- Qualifying distributions
- $270,949
- Net investment income
- $517,974
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $67,709 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $64,195 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $59,468 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 59-7262197
- 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
- 2008
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,841,940
- Income (IRS master file)
- $1,158,893
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $522,682 | $322,165 | $4,841,940 | XML |
| 990-PF | October 2024 | $176,574 | $290,960 | $4,695,594 | XML |
| 990-PF | October 2023 | -$65,268 | $313,341 | $4,612,496 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 59-7262197).
Questions about TUA JOSEPHINE ROGERS PERPETUAL I
- What is the EIN of TUA JOSEPHINE ROGERS PERPETUAL I?
- The employer identification number (EIN) of TUA JOSEPHINE ROGERS PERPETUAL I is 59-7262197.
- Is TUA JOSEPHINE ROGERS PERPETUAL I tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to TUA JOSEPHINE ROGERS PERPETUAL I tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TUA JOSEPHINE ROGERS PERPETUAL I file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TUA JOSEPHINE ROGERS PERPETUAL I due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TUA JOSEPHINE ROGERS PERPETUAL I last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of TUA JOSEPHINE ROGERS PERPETUAL I?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $67,709 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TUA JOSEPHINE ROGERS PERPETUAL I have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $522,682, expenses of $322,165 and total assets of $4,841,940 at year end.
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