Nonprofit · EIN 74-6432041
CHARLES DOWNEY CHARITABLE TRUST UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $59,975 | $46,281 | $13,694 | $555,131 | $0 | $555,131 |
| December 31, 2024 | 990-PF | $55,250 | $37,615 | $17,635 | $541,248 | $0 | $541,248 |
| December 31, 2023 | 990-PF | $18,155 | $29,050 | -$10,895 | $524,184 | $0 | $524,184 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $15,259
- Net gain from sales of assets
- $44,716
Expenses
- Grants and similar amounts paid
- $33,828
- Compensation of officers, directors and key employees
- $9,333
- Disbursements for charitable purposes
- $38,061
- Excise tax on investment income
- $733
Balance sheet and other
- Total assets, start of year
- $541,248
- Total assets, end of year
- $555,131
- Total liabilities, end of year
- $0
- Net assets, end of year
- $555,131
- Fair market value of assets
- $698,143
- Qualifying distributions
- $38,061
- Net investment income
- $59,751
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $9,333 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,848 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,915 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % NATIONSBANK 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-6432041
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $555,131
- Income (IRS master file)
- $127,732
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $59,975 | $46,281 | $555,131 | XML |
| 990-PF | December 2024 | $55,250 | $37,615 | $541,248 | XML |
| 990-PF | December 2023 | $18,155 | $29,050 | $524,184 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 74-6432041).
Questions about CHARLES DOWNEY CHARITABLE TRUST UW
- What is the EIN of CHARLES DOWNEY CHARITABLE TRUST UW?
- The employer identification number (EIN) of CHARLES DOWNEY CHARITABLE TRUST UW is 74-6432041.
- Is CHARLES DOWNEY CHARITABLE TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to CHARLES DOWNEY CHARITABLE TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES DOWNEY CHARITABLE TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES DOWNEY CHARITABLE TRUST UW due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES DOWNEY CHARITABLE TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CHARLES DOWNEY CHARITABLE TRUST UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,333 (BANK OF AMERICA, TRUSTEE).
- How much revenue does CHARLES DOWNEY CHARITABLE TRUST UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $59,975, expenses of $46,281 and total assets of $555,131 at year end.
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