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Nonprofit · EIN 06-6162999

CHARLES HUNTER TRUST U W

Tax-exempt · DALLAS, TX 75265

Financials

−$59K$534K2022$391K$630K2023$1.2M$785K2024
Revenue Expenses · by fiscal year end
Financials of CHARLES HUNTER TRUST U W by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$1,229,532$785,462$444,070$10,862,246$0$10,862,246
October 31, 2024990-PF$390,727$629,527-$238,800$10,499,478$0$10,499,478
October 31, 2023990-PF-$59,168$533,994-$593,162$10,317,446$0$10,317,446
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$302,511
Net gain from sales of assets
$927,021

Expenses

Grants and similar amounts paid
$637,973
Compensation of officers, directors and key employees
$108,524
Disbursements for charitable purposes
$683,309
Excise tax on investment income
$15,808

Balance sheet and other

Total assets, start of year
$10,499,478
Total assets, end of year
$10,862,246
Total liabilities, end of year
$0
Net assets, end of year
$10,862,246
Fair market value of assets
$14,002,007
Qualifying distributions
$683,309
Net investment income
$1,218,566

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$108,524
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$100,903
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$90,859

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 Not required. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
06-6162999
Exempt since
2018
Accounting year ends
October
Files
Not required
Assets (IRS master file)
$10,862,246
Income (IRS master file)
$2,518,801

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$1,229,532$785,462$10,862,246XML
990-PFOctober 2024$390,727$629,527$10,499,478XML
990-PFOctober 2023-$59,168$533,994$10,317,446XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2019–––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 06-6162999).

Questions about CHARLES HUNTER TRUST U W

What is the EIN of CHARLES HUNTER TRUST U W?
The employer identification number (EIN) of CHARLES HUNTER TRUST U W is 06-6162999.
Is CHARLES HUNTER TRUST U W tax-exempt?
Yes. The IRS lists it as tax-exempt since 2018.
Which annual return does CHARLES HUNTER TRUST U W file?
Form Not required.
When is the next return of CHARLES HUNTER TRUST U W due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES HUNTER TRUST U W last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of CHARLES HUNTER TRUST U W?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $108,524 (BANK OF AMERICA, TRUSTEE).
How much revenue does CHARLES HUNTER TRUST U W have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $1,229,532, expenses of $785,462 and total assets of $10,862,246 at year end.

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