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Nonprofit · EIN 04-6023246

TRUST U/A GEORGE A DIX

Tax-exempt · DALLAS, TX 75265

Financials

$16K$32K2023$52K$33K2024$54K$34K2025
Revenue Expenses · by fiscal year end
Financials of TRUST U/A GEORGE A DIX by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$54,362$34,289$20,073$499,952$0$499,952
December 31, 2024990-PF$51,553$33,060$18,493$479,738$0$479,738
December 31, 2023990-PF$15,827$31,533-$15,706$461,733$0$461,733
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,791
Net gain from sales of assets
$40,571

Expenses

Grants and similar amounts paid
$23,836
Compensation of officers, directors and key employees
$8,401
Disbursements for charitable purposes
$27,731
Excise tax on investment income
$664

Balance sheet and other

Total assets, start of year
$479,738
Total assets, end of year
$499,952
Total liabilities, end of year
$0
Net assets, end of year
$499,952
Fair market value of assets
$631,547
Qualifying distributions
$27,731
Net investment income
$54,160

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$8,401
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$7,967
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$7,193

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% SHAWMUT TR DIV 6-15
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
04-6023246
Exempt since
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$499,952
Income (IRS master file)
$115,770

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$54,362$34,289$499,952IRS
990-PFDecember 2024$51,553$33,060$479,738XML
990-PFDecember 2023$15,827$31,533$461,733XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 04-6023246).

Questions about TRUST U/A GEORGE A DIX

What is the EIN of TRUST U/A GEORGE A DIX?
The employer identification number (EIN) of TRUST U/A GEORGE A DIX is 04-6023246.
Is TRUST U/A GEORGE A DIX tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does TRUST U/A GEORGE A DIX file?
Form 990-PF. Private foundations file every year.
When is the next return of TRUST U/A GEORGE A DIX 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 TRUST U/A GEORGE A DIX 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 TRUST U/A GEORGE A DIX?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,401 (BANK OF AMERICA, TRUSTEE).
How much revenue does TRUST U/A GEORGE A DIX have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $54,362, expenses of $34,289 and total assets of $499,952 at year end.

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