Nonprofit · EIN 75-6336289
STEIN FAMILY CHARITABLE TR 5029
Also known as ATTN TAX DEPT
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $196,324 | $89,247 | $107,077 | $1,356,762 | $0 | $1,356,762 |
| February 28, 2025 | 990-PF | $120,194 | $82,025 | $38,169 | $1,215,816 | $0 | $1,215,816 |
| February 29, 2024 | 990-PF | $45,787 | $77,828 | -$32,041 | $1,175,078 | $0 | $1,175,078 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $35,420
- Net gain from sales of assets
- $160,904
Expenses
- Grants and similar amounts paid
- $55,000
- Compensation of officers, directors and key employees
- $22,995
- Disbursements for charitable purposes
- $71,089
- Excise tax on investment income
- $2,498
Balance sheet and other
- Total assets, start of year
- $1,215,816
- Total assets, end of year
- $1,356,762
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,356,762
- Fair market value of assets
- $1,648,044
- Qualifying distributions
- $71,089
- Net investment income
- $195,805
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $22,995 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $20,513 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $18,397 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % NCNB-TNB 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-6336289
- 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
- 1986
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,356,762
- Income (IRS master file)
- $472,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $196,324 | $89,247 | $1,356,762 | XML |
| 990-PF | February 2025 | $120,194 | $82,025 | $1,215,816 | IRS |
| 990-PF | February 2024 | $45,787 | $77,828 | $1,175,078 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 75-6336289).
Questions about STEIN FAMILY CHARITABLE TR 5029
- What is the EIN of STEIN FAMILY CHARITABLE TR 5029?
- The employer identification number (EIN) of STEIN FAMILY CHARITABLE TR 5029 is 75-6336289.
- Is STEIN FAMILY CHARITABLE TR 5029 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to STEIN FAMILY CHARITABLE TR 5029 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEIN FAMILY CHARITABLE TR 5029 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEIN FAMILY CHARITABLE TR 5029 due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEIN FAMILY CHARITABLE TR 5029 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of STEIN FAMILY CHARITABLE TR 5029?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $22,995 (BANK OF AMERICA, TRUSTEE).
- How much revenue does STEIN FAMILY CHARITABLE TR 5029 have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $196,324, expenses of $89,247 and total assets of $1,356,762 at year end.
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