Nonprofit · EIN 06-6080687
DILLON LAURENCE M TRUST U W
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $41,728 | $30,942 | $10,786 | $444,056 | $0 | $444,056 |
| June 30, 2024 | 990-PF | $25,082 | $140,702 | -$115,620 | $438,370 | $0 | $438,370 |
| June 30, 2023 | 990-PF | -$6,075 | $20,678 | -$26,753 | $544,425 | $0 | $544,425 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $12,951
- Net gain from sales of assets
- $28,777
Expenses
- Grants and similar amounts paid
- $11,015
- Compensation of officers, directors and key employees
- $7,567
- Disbursements for charitable purposes
- $24,566
- Excise tax on investment income
- $491
Balance sheet and other
- Total assets, start of year
- $438,370
- Total assets, end of year
- $444,056
- Total liabilities, end of year
- $0
- Net assets, end of year
- $444,056
- Fair market value of assets
- $563,749
- Qualifying distributions
- $24,566
- Net investment income
- $41,264
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,567 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $6,962 |
990-PF for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $7,077 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET PRIVATE CLIENTS GROUP
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6080687
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $444,056
- Income (IRS master file)
- $93,096
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $41,728 | $30,942 | $444,056 | XML |
| 990-PF | June 2024 | $25,082 | $140,702 | $438,370 | XML |
| 990-PF | June 2023 | -$6,075 | $20,678 | $544,425 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 06-6080687).
Questions about DILLON LAURENCE M TRUST U W
- What is the EIN of DILLON LAURENCE M TRUST U W?
- The employer identification number (EIN) of DILLON LAURENCE M TRUST U W is 06-6080687.
- Is DILLON LAURENCE M TRUST U W tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1972.
- Are donations to DILLON LAURENCE M TRUST U W tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DILLON LAURENCE M TRUST U W file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DILLON LAURENCE M TRUST U W due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DILLON LAURENCE M TRUST U W last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of DILLON LAURENCE M TRUST U W?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,567 (BANK OF AMERICA, TRUSTEE).
- How much revenue does DILLON LAURENCE M TRUST U W have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $41,728, expenses of $30,942 and total assets of $444,056 at year end.
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