Nonprofit · EIN 05-6006062
JOHN CLARKE TRUST UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $738,615 | $601,574 | $137,041 | $7,270,764 | $0 | $7,270,764 |
| December 31, 2024 | 990-PF | $752,399 | $528,624 | $223,775 | $7,132,313 | $0 | $7,132,313 |
| December 31, 2023 | 990-PF | $332,884 | $487,146 | -$154,262 | $6,908,676 | $0 | $6,908,676 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $233,889
- Net rental income
- -$417
- Net gain from sales of assets
- $504,726
Expenses
- Grants and similar amounts paid
- $499,900
- Compensation of officers, directors and key employees
- $77,517
- Disbursements for charitable purposes
- $549,648
- Excise tax on investment income
- $9,753
Balance sheet and other
- Total assets, start of year
- $7,132,313
- Total assets, end of year
- $7,270,764
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,270,764
- Fair market value of assets
- $13,305,502
- Qualifying distributions
- $549,648
- Net investment income
- $737,729
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 225 FRANKLIN ST, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $60,283 |
| BARBARA N WATTERSON PO BOX 3058, WESTPORT, MA 02790 | CO-TRUSTEE | 2 | $8,617 |
| JOSEPH OLAYNACK III 43B MEMORIAL BLVD, NEWPORT, RI 028403637 | CO-TRUSTEE | 2 | $8,617 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 225 FRANKLIN ST, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $57,746 |
| BARBARA N WATTERSON PO BOX 3058, WESTPORT, MA 02790 | CO-TRUSTEE | 2 | $5,775 |
| JOSEPH OLAYNACK III 43B MEMORIAL BLVD, NEWPORT, RI 028403637 | CO-TRUSTEE | 2 | $5,775 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 225 FRANKLIN ST, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $51,432 |
| JOSEPH OLAYNACK III 43B MEMORIAL BLVD, NEWPORT, RI 028403637 | CO-TRUSTEE | 2 | $5,144 |
| BARBARA N WATTERSON PO BOX 3058, WESTPORT, MA 02790 | CO-TRUSTEE | 2 | $5,143 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % RI HOSPITAL TRUST NATL BANK
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 05-6006062
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,270,764
- Income (IRS master file)
- $1,624,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $738,615 | $601,574 | $7,270,764 | XML |
| 990-PF | December 2024 | $752,399 | $528,624 | $7,132,313 | XML |
| 990-PF | December 2023 | $332,884 | $487,146 | $6,908,676 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 05-6006062).
Questions about JOHN CLARKE TRUST UW
- What is the EIN of JOHN CLARKE TRUST UW?
- The employer identification number (EIN) of JOHN CLARKE TRUST UW is 05-6006062.
- Is JOHN CLARKE TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does JOHN CLARKE TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN CLARKE TRUST UW 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 JOHN CLARKE TRUST UW 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 JOHN CLARKE TRUST UW?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $60,283 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does JOHN CLARKE TRUST UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $738,615, expenses of $601,574 and total assets of $7,270,764 at year end.
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