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Nonprofit · EIN 30-6744063

REGINA WILLIAMS EDUCATIONAL TRUST

Tax-exempt · EAST HARTFORD, CT 06108

Financials

$6M$17K2023$1.4M$434K2024
Revenue Expenses · by fiscal year end
Financials of REGINA WILLIAMS EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,359,226$433,717$925,509$6,947,360$0$6,947,360
June 30, 2024990-PF$6,036,457$17,364$6,019,093$6,019,093$0$6,019,093
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,000,000
Dividends
$201,192
Net gain from sales of assets
$158,034

Expenses

Grants and similar amounts paid
$361,649
Compensation of officers, directors and key employees
$67,506
Disbursements for charitable purposes
$388,651
Excise tax on investment income
$4,394

Balance sheet and other

Total assets, start of year
$6,019,093
Total assets, end of year
$6,947,360
Total liabilities, end of year
$0
Net assets, end of year
$6,947,360
Fair market value of assets
$7,602,028
Qualifying distributions
$388,651
Net investment income
$358,844

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.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE1$67,506
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE1$10,981

Address and contacts

Address (IRS master file)
101 EAST RIVER DRIVE, EAST HARTFORD, CT 06108-3285
In care of
% ALEXANDRA LIO
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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
30-6744063
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
2026
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$6,947,360
Income (IRS master file)
$3,519,276

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,359,226$433,717$6,947,360IRS
990-PFJune 2024$6,036,457$17,364$6,019,093XML

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 30-6744063).

Questions about REGINA WILLIAMS EDUCATIONAL TRUST

What is the EIN of REGINA WILLIAMS EDUCATIONAL TRUST?
The employer identification number (EIN) of REGINA WILLIAMS EDUCATIONAL TRUST is 30-6744063.
Is REGINA WILLIAMS EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
Are donations to REGINA WILLIAMS EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does REGINA WILLIAMS EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of REGINA WILLIAMS EDUCATIONAL TRUST 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 REGINA WILLIAMS EDUCATIONAL TRUST 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 REGINA WILLIAMS EDUCATIONAL TRUST?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $67,506 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does REGINA WILLIAMS EDUCATIONAL TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,359,226, expenses of $433,717 and total assets of $6,947,360 at year end.

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