Nonprofit · EIN 22-6550842
J ELLSWORTH MACDONNELL CHARITABLE TR UA
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $70,436 | $46,114 | $24,322 | $731,112 | $0 | $731,112 |
| July 31, 2024 | 990-PF | $24,568 | $46,334 | -$21,766 | $711,489 | $0 | $711,489 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $20,270
- Net gain from sales of assets
- $50,166
Expenses
- Grants and similar amounts paid
- $30,260
- Compensation of officers, directors and key employees
- $12,385
- Disbursements for charitable purposes
- $35,714
- Excise tax on investment income
- $840
Balance sheet and other
- Total assets, start of year
- $711,489
- Total assets, end of year
- $731,112
- Total liabilities, end of year
- $0
- Net assets, end of year
- $731,112
- Fair market value of assets
- $915,673
- Qualifying distributions
- $35,714
- Net investment income
- $69,683
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $12,385 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $11,277 |
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6550842
- 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
- 2010
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $731,112
- Income (IRS master file)
- $164,941
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $70,436 | $46,114 | $731,112 | XML |
| 990-PF | July 2024 | $24,568 | $46,334 | $711,489 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 22-6550842).
Questions about J ELLSWORTH MACDONNELL CHARITABLE TR UA
- What is the EIN of J ELLSWORTH MACDONNELL CHARITABLE TR UA?
- The employer identification number (EIN) of J ELLSWORTH MACDONNELL CHARITABLE TR UA is 22-6550842.
- Is J ELLSWORTH MACDONNELL CHARITABLE TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to J ELLSWORTH MACDONNELL CHARITABLE TR UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J ELLSWORTH MACDONNELL CHARITABLE TR UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J ELLSWORTH MACDONNELL CHARITABLE TR UA due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J ELLSWORTH MACDONNELL CHARITABLE TR UA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of J ELLSWORTH MACDONNELL CHARITABLE TR UA?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,385 (BANK OF AMERICA, TRUSTEE).
- How much revenue does J ELLSWORTH MACDONNELL CHARITABLE TR UA have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $70,436, expenses of $46,114 and total assets of $731,112 at year end.
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