Nonprofit · EIN 75-2510793
TUW A M PATE JR CHARITABLE TR
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $165,879 | $120,108 | $45,771 | $1,584,711 | $0 | $1,584,711 |
| June 30, 2025 | 990-PF | $194,530 | $108,052 | $86,478 | $1,539,876 | $0 | $1,539,876 |
| June 30, 2024 | 990-PF | $41,780 | $96,675 | -$54,895 | $1,453,396 | $0 | $1,453,396 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $34,717
- Net gain from sales of assets
- $130,443
- Other income
- $719
Expenses
- Grants and similar amounts paid
- $85,000
- Compensation of officers, directors and key employees
- $22,986
- Disbursements for charitable purposes
- $100,398
- Excise tax on investment income
- $2,096
Balance sheet and other
- Total assets, start of year
- $1,539,876
- Total assets, end of year
- $1,584,711
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,584,711
- Fair market value of assets
- $2,284,127
- Qualifying distributions
- $100,398
- Net investment income
- $165,879
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $22,986 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $21,088 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $18,966 |
| JOYCE PATE CAPPER PO BOX 1317, FORT WORTH, TX 761011317 | GRANT ADVISOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-2510793
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22J)
- Assets (IRS master file)
- $1,584,711
- Income (IRS master file)
- $342,993
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $165,879 | $120,108 | $1,584,711 | XML |
| 990-PF | June 2025 | $194,530 | $108,052 | $1,539,876 | XML |
| 990-PF | June 2024 | $41,780 | $96,675 | $1,453,396 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 75-2510793).
Questions about TUW A M PATE JR CHARITABLE TR
- What is the EIN of TUW A M PATE JR CHARITABLE TR?
- The employer identification number (EIN) of TUW A M PATE JR CHARITABLE TR is 75-2510793.
- Is TUW A M PATE JR CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to TUW A M PATE JR CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TUW A M PATE JR CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TUW A M PATE JR CHARITABLE TR due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TUW A M PATE JR CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of TUW A M PATE JR CHARITABLE TR?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $22,986 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TUW A M PATE JR CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $165,879, expenses of $120,108 and total assets of $1,584,711 at year end.
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