Nonprofit · EIN 75-6274172
MELBA R WILLIAMS TESTAMENTARY TRUST UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $136,625 | $65,892 | $70,733 | $982,547 | $0 | $982,547 |
| March 31, 2025 | 990-PF | $79,199 | $59,994 | $19,205 | $884,702 | $0 | $884,702 |
| March 31, 2024 | 990-PF | $33,524 | $57,012 | -$23,488 | $862,704 | $0 | $862,704 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $25,306
- Net gain from sales of assets
- $111,319
Expenses
- Grants and similar amounts paid
- $46,000
- Compensation of officers, directors and key employees
- $15,959
- Disbursements for charitable purposes
- $52,883
- Excise tax on investment income
- $1,735
Balance sheet and other
- Total assets, start of year
- $884,702
- Total assets, end of year
- $982,547
- Total liabilities, end of year
- $0
- Net assets, end of year
- $982,547
- Fair market value of assets
- $1,119,896
- Qualifying distributions
- $52,883
- Net investment income
- $136,237
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $15,959 |
| DR DENNIS BURNS 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR AVA PIERCE 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR ANGELA MIHALIC 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR ADITEE AMBARDEKAR 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR BLAKE BARKER 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE CHAIRMAN | 1 | $0 |
| DR ADRIANE DELA CRUZ 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR DREW ALEXANDER 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR NORBERTO RODRIQUEZ-BAEZ 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
990-PF for the year ended March 31, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $14,968 |
| DR DENNIS BURNS 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR AVA PIERCE 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR ANGELA MIHALIC 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR ADITEE AMBARDEKAR 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR BLAKE BARKER 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE CHAIRMAN | 1 | $0 |
| DR ADRIANE DELA CRUZ 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR DREW ALEXANDER 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR NORBERTO RODRIQUEZ-BAEZ 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
990-PF for the year ended March 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $13,566 |
| DR DENNIS BURNS 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR CRAIG RUBIN 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR ANGELA MIHALIC 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR MELANIE SULISTIO 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR BLAKE BARKER 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE CHAIRMAN | 1 | $0 |
| DR RENE GALINDO 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR DREW ALEXANDER 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
| DR NORBERTO RODRIQUEZ-BAEZ 5323 HARRY HINES BLVD, DALLAS, TX 753909009 | COMMITTEE MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-6274172
- 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
- 1979
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $982,547
- Income (IRS master file)
- $296,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $136,625 | $65,892 | $982,547 | XML |
| 990-PF | March 2025 | $79,199 | $59,994 | $884,702 | XML |
| 990-PF | March 2024 | $33,524 | $57,012 | $862,704 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 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 75-6274172).
Questions about MELBA R WILLIAMS TESTAMENTARY TRUST UW
- What is the EIN of MELBA R WILLIAMS TESTAMENTARY TRUST UW?
- The employer identification number (EIN) of MELBA R WILLIAMS TESTAMENTARY TRUST UW is 75-6274172.
- Is MELBA R WILLIAMS TESTAMENTARY TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to MELBA R WILLIAMS TESTAMENTARY TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MELBA R WILLIAMS TESTAMENTARY TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MELBA R WILLIAMS TESTAMENTARY TRUST UW due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MELBA R WILLIAMS TESTAMENTARY TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of MELBA R WILLIAMS TESTAMENTARY TRUST UW?
- The 990-PF for the year ended March 31, 2026 lists 9 people; 1 received compensation from the organization, the highest $15,959 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MELBA R WILLIAMS TESTAMENTARY TRUST UW have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $136,625, expenses of $65,892 and total assets of $982,547 at year end.
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