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Nonprofit · EIN 04-6069508

AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND

Tax-exempt · DALLAS, TX 75265

Financials

$288K$44K2023$289K$64K2024$319K$92K2025
Revenue Expenses · by fiscal year end
Financials of AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$318,761$92,047$226,714$1,489,483$0$1,489,483
December 31, 2024990-PF$288,654$63,594$225,060$1,262,505$0$1,262,505
December 31, 2023990-PF$288,438$44,295$244,143$1,038,845$0$1,038,845
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$183,574
Dividends
$37,976
Net gain from sales of assets
$97,211

Expenses

Grants and similar amounts paid
$63,870
Compensation of officers, directors and key employees
$22,473
Disbursements for charitable purposes
$78,324
Excise tax on investment income
$1,713

Balance sheet and other

Total assets, start of year
$1,262,505
Total assets, end of year
$1,489,483
Total liabilities, end of year
$0
Net assets, end of year
$1,489,483
Fair market value of assets
$1,787,699
Qualifying distributions
$78,324
Net investment income
$134,600

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$22,473
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$18,615
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$13,639

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA
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
04-6069508
Exempt since
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,489,483
Income (IRS master file)
$425,083

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$318,761$92,047$1,489,483XML
990-PFDecember 2024$288,654$63,594$1,262,505XML
990-PFDecember 2023$288,438$44,295$1,038,845XML
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 04-6069508).

Questions about AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND

What is the EIN of AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND?
The employer identification number (EIN) of AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND is 04-6069508.
Is AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND tax-exempt?
Yes. The IRS lists it as tax-exempt since 1980.
Which annual return does AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND 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 AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND 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 AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,473 (BANK OF AMERICA, TRUSTEE).
How much revenue does AMELIA SILLIMAN ROCKWELL AND CARLOS PERRY ROCKWELL CHARITIES FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $318,761, expenses of $92,047 and total assets of $1,489,483 at year end.

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