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Nonprofit · EIN 59-7266000

HAROLD & REBECCA GROSS FDN TUW

Tax-exempt · DALLAS, TX 75265

Financials

$298K$520K2023$822K$520K2024$1.4M$380K2025
Revenue Expenses · by fiscal year end
Financials of HAROLD & REBECCA GROSS FDN TUW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$1,399,683$380,101$1,019,582$10,056,975$0$10,056,975
May 31, 2025990-PF$821,914$520,252$301,662$8,653,866$0$8,653,866
May 31, 2024990-PF$297,962$519,959-$221,997$8,429,432$0$8,429,432
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$242,890
Net gain from sales of assets
$1,156,793

Expenses

Grants and similar amounts paid
$225,000
Compensation of officers, directors and key employees
$98,865
Disbursements for charitable purposes
$295,490
Excise tax on investment income
$18,414

Balance sheet and other

Total assets, start of year
$8,653,866
Total assets, end of year
$10,056,975
Total liabilities, end of year
$0
Net assets, end of year
$10,056,975
Fair market value of assets
$12,738,329
Qualifying distributions
$295,490
Net investment income
$1,395,850

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$98,865
990-PF for the year ended May 31, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$89,162
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$80,684

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA N A 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
59-7266000
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
May
Files
Form 990-PF
Assets (IRS master file)
$10,056,975
Income (IRS master file)
$2,755,092

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$1,399,683$380,101$10,056,975XML
990-PFMay 2025$821,914$520,252$8,653,866XML
990-PFMay 2024$297,962$519,959$8,429,432XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2019–––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 59-7266000).

Questions about HAROLD & REBECCA GROSS FDN TUW

What is the EIN of HAROLD & REBECCA GROSS FDN TUW?
The employer identification number (EIN) of HAROLD & REBECCA GROSS FDN TUW is 59-7266000.
Is HAROLD & REBECCA GROSS FDN TUW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to HAROLD & REBECCA GROSS FDN TUW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD & REBECCA GROSS FDN TUW file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD & REBECCA GROSS FDN TUW due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAROLD & REBECCA GROSS FDN TUW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of HAROLD & REBECCA GROSS FDN TUW?
The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $98,865 (BANK OF AMERICA, TRUSTEE).
How much revenue does HAROLD & REBECCA GROSS FDN TUW have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $1,399,683, expenses of $380,101 and total assets of $10,056,975 at year end.

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