Nonprofit · EIN 06-6023640
JOHN S BARNES TRUST
Also known as UNITED BK & TRUST CO
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $316,196 | $210,338 | $105,858 | $3,575,707 | $0 | $3,575,707 |
| September 30, 2024 | 990-PF | $127,674 | $222,495 | -$94,821 | $3,461,979 | $0 | $3,461,979 |
| September 30, 2023 | 990-PF | -$42,591 | $190,689 | -$233,280 | $3,443,304 | $0 | $3,443,304 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $95,820
- Net gain from sales of assets
- $220,376
Expenses
- Grants and similar amounts paid
- $147,162
- Compensation of officers, directors and key employees
- $52,759
- Disbursements for charitable purposes
- $171,458
- Excise tax on investment income
- $3,817
Balance sheet and other
- Total assets, start of year
- $3,461,979
- Total assets, end of year
- $3,575,707
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,575,707
- Fair market value of assets
- $4,531,246
- Qualifying distributions
- $171,458
- Net investment income
- $312,602
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $52,759 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $47,931 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $45,471 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET INVESTMENT MANAGEMENT
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 06-6023640
- 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
- 1996
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E120)
- Assets (IRS master file)
- $3,575,707
- Income (IRS master file)
- $670,031
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $316,196 | $210,338 | $3,575,707 | XML |
| 990-PF | September 2024 | $127,674 | $222,495 | $3,461,979 | XML |
| 990-PF | September 2023 | -$42,591 | $190,689 | $3,443,304 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 06-6023640).
Questions about JOHN S BARNES TRUST
- What is the EIN of JOHN S BARNES TRUST?
- The employer identification number (EIN) of JOHN S BARNES TRUST is 06-6023640.
- Is JOHN S BARNES TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JOHN S BARNES TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN S BARNES TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN S BARNES TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN S BARNES TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOHN S BARNES TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $52,759 (BANK OF AMERICA, TRUSTEE).
- How much revenue does JOHN S BARNES TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $316,196, expenses of $210,338 and total assets of $3,575,707 at year end.
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