Nonprofit · EIN 74-6410360
NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $356,569 | $48,776 | $307,793 | $2,806,956 | $0 | $2,806,956 |
| July 31, 2024 | 990-PF | $88,785 | $157,714 | -$68,929 | $2,634,441 | $0 | $2,634,441 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $69,938
- Net gain from sales of assets
- $286,631
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $35,922
- Disbursements for charitable purposes
- $22,611
- Excise tax on investment income
- $4,593
Balance sheet and other
- Total assets, start of year
- $2,634,441
- Total assets, end of year
- $2,806,956
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,806,956
- Fair market value of assets
- $3,301,453
- Qualifying distributions
- $22,611
- Net investment income
- $355,538
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $35,922 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $32,527 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % J CRAIG KING
- 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 | Not due yet |
| 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
- 74-6410360
- 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
- 1994
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,806,956
- Income (IRS master file)
- $544,390
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $356,569 | $48,776 | $2,806,956 | XML |
| 990-PF | July 2024 | $88,785 | $157,714 | $2,634,441 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 74-6410360).
Questions about NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST
- What is the EIN of NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST?
- The employer identification number (EIN) of NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST is 74-6410360.
- Is NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,922 (BANK OF AMERICA, TRUSTEE).
- How much revenue does NATHALIE AND GLADYS DALKOWITZ CHARITABLE TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $356,569, expenses of $48,776 and total assets of $2,806,956 at year end.
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