Nonprofit · EIN 22-2589381
JAMES E WARD TRUST UW
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $213,603 | $137,542 | $76,061 | $1,836,481 | $0 | $1,836,481 |
| October 31, 2024 | 990-PF | $64,485 | $113,082 | -$48,597 | $1,781,115 | $0 | $1,781,115 |
| October 31, 2023 | 990-PF | -$12,654 | $99,457 | -$112,111 | $1,755,130 | $0 | $1,755,130 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $50,890
- Net gain from sales of assets
- $162,713
Expenses
- Grants and similar amounts paid
- $101,464
- Compensation of officers, directors and key employees
- $30,607
- Disbursements for charitable purposes
- $114,207
- Excise tax on investment income
- $2,638
Balance sheet and other
- Total assets, start of year
- $1,781,115
- Total assets, end of year
- $1,836,481
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,836,481
- Fair market value of assets
- $2,344,975
- Qualifying distributions
- $114,207
- Net investment income
- $211,818
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $30,607 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $29,125 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $25,942 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % CHESTER W STERCZEK
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 22-2589381
- 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
- 2012
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,836,481
- Income (IRS master file)
- $551,089
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $213,603 | $137,542 | $1,836,481 | XML |
| 990-PF | October 2024 | $64,485 | $113,082 | $1,781,115 | XML |
| 990-PF | October 2023 | -$12,654 | $99,457 | $1,755,130 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 22-2589381).
Questions about JAMES E WARD TRUST UW
- What is the EIN of JAMES E WARD TRUST UW?
- The employer identification number (EIN) of JAMES E WARD TRUST UW is 22-2589381.
- Is JAMES E WARD TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to JAMES E WARD TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES E WARD TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES E WARD TRUST UW 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 JAMES E WARD TRUST UW 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 JAMES E WARD TRUST UW?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $30,607 (BANK OF AMERICA, TRUSTEE).
- How much revenue does JAMES E WARD TRUST UW have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $213,603, expenses of $137,542 and total assets of $1,836,481 at year end.
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