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Nonprofit · EIN 59-7268792

JOHN S LEHMANN CHAR TR TUW

Also known as 50-01-100-1032291

Tax-exempt · DALLAS, TX 75265

Financials

$895K$1.1M2024
Revenue Expenses · by fiscal year end
Financials of JOHN S LEHMANN CHAR TR TUW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$895,068$1,089,296-$194,228$15,662,461$0$15,662,461
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$462,106
Net gain from sales of assets
$431,589
Other income
$1,373

Expenses

Grants and similar amounts paid
$921,172
Compensation of officers, directors and key employees
$121,721
Disbursements for charitable purposes
$970,525
Excise tax on investment income
$11,081

Balance sheet and other

Total assets, start of year
$15,767,053
Total assets, end of year
$15,662,461
Total liabilities, end of year
$0
Net assets, end of year
$15,662,461
Fair market value of assets
$21,139,034
Qualifying distributions
$970,525
Net investment income
$904,703

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$121,721

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 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
59-7268792
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
2009
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$15,662,461
Income (IRS master file)
$3,680,495

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025–––IRS
990-PFAugust 2024$683,405$1,144,405$15,767,053IRS
990-PFAugust 2023$315,008$1,137,747$16,136,999IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about JOHN S LEHMANN CHAR TR TUW

What is the EIN of JOHN S LEHMANN CHAR TR TUW?
The employer identification number (EIN) of JOHN S LEHMANN CHAR TR TUW is 59-7268792.
Is JOHN S LEHMANN CHAR TR TUW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to JOHN S LEHMANN CHAR TR TUW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN S LEHMANN CHAR TR TUW file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN S LEHMANN CHAR TR TUW 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 JOHN S LEHMANN CHAR TR TUW 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 JOHN S LEHMANN CHAR TR TUW?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $121,721 (BANK OF AMERICA, TRUSTEE).
How much revenue does JOHN S LEHMANN CHAR TR TUW have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $895,068, expenses of $1,089,296 and total assets of $15,662,461 at year end.

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