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Nonprofit · EIN 91-1863880

BERTRAM D BLAISDELL INS TR

Tax-exempt · DALLAS, TX 75265

Financials

$16K$28K2023$44K$30K2024$47K$28K2025
Revenue Expenses · by fiscal year end
Financials of BERTRAM D BLAISDELL INS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$46,833$27,969$18,864$426,914$0$426,914
December 31, 2024990-PF$44,461$29,936$14,525$407,921$0$407,921
December 31, 2023990-PF$15,521$28,136-$12,615$393,812$0$393,812
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$11,816
Net gain from sales of assets
$35,017

Expenses

Grants and similar amounts paid
$18,000
Compensation of officers, directors and key employees
$7,222
Disbursements for charitable purposes
$21,424
Excise tax on investment income
$571

Balance sheet and other

Total assets, start of year
$407,921
Total assets, end of year
$426,914
Total liabilities, end of year
$0
Net assets, end of year
$426,914
Fair market value of assets
$541,517
Qualifying distributions
$21,424
Net investment income
$46,661

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$7,222
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$7,790
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$7,128

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
91-1863880
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$426,914
Income (IRS master file)
$101,328

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$46,833$27,969$426,914XML
990-PFDecember 2024$44,461$29,936$407,921XML
990-PFDecember 2023$15,521$28,136$393,812XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 91-1863880).

Questions about BERTRAM D BLAISDELL INS TR

What is the EIN of BERTRAM D BLAISDELL INS TR?
The employer identification number (EIN) of BERTRAM D BLAISDELL INS TR is 91-1863880.
Is BERTRAM D BLAISDELL INS TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does BERTRAM D BLAISDELL INS TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BERTRAM D BLAISDELL INS TR 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 BERTRAM D BLAISDELL INS TR 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 BERTRAM D BLAISDELL INS TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,222 (BANK OF AMERICA, TRUSTEE).
How much revenue does BERTRAM D BLAISDELL INS TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $46,833, expenses of $27,969 and total assets of $426,914 at year end.

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