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Nonprofit · EIN 44-6009254

PAUL PATTON CHARITABLE TRUST TRUST DIVISION

Also known as WM LEON EVANS & H A BUNDSCHU

Tax-exempt · DALLAS, TX 75265

Financials

$137K$283K2023$159K$290K2024$297K$304K2025
Revenue Expenses · by fiscal year end
Financials of PAUL PATTON CHARITABLE TRUST TRUST DIVISION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$297,446$303,522-$6,076$4,047,547$0$4,047,547
December 31, 2024990-PF$159,350$290,099-$130,749$4,121,644$0$4,121,644
December 31, 2023990-PF$137,449$283,346-$145,897$4,250,420$0$4,250,420
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$119,400
Net gain from sales of assets
$178,046

Expenses

Grants and similar amounts paid
$220,000
Compensation of officers, directors and key employees
$62,557
Disbursements for charitable purposes
$260,720
Excise tax on investment income
$3,562

Balance sheet and other

Total assets, start of year
$4,121,644
Total assets, end of year
$4,047,547
Total liabilities, end of year
$0
Net assets, end of year
$4,047,547
Fair market value of assets
$6,031,186
Qualifying distributions
$260,720
Net investment income
$296,964

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$51,546
B SPENCER HEDDENS
43 LE MANS CT, PRAIRE VLG, KS 68208
CO-TRUSTEE1$8,277
MARTHA SMITH
15211 FONTANA ST, OVERLAND, KS 662248711
C0-TRUSTEE1$2,734
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$50,519
WILLIAM L EVANS JR
233 PROSPECT ST, LA JOLLA, CA 920374600
CO-TRUSTEE1$5,447
C TED MCCARTER
74359 DESERT ARROYO TRL, INDIAN WELLS, CA 922107064
CO-TRUSTEE1$4,357
B SPENCER HEDDENS
43 LE MANS CT, PRAIRE VLG, KS 68208
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$43,426
WILLIAM L EVANS JR
233 PROSPECT ST, LA JOLLA, CA 920374600
CO-TRUSTEE1$6,976
C TED MCCARTER
74359 DESERT ARROYO TRL, INDIAN WELLS, CA 922107064
CO-TRUSTEE1$6,976

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA NA
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
44-6009254
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,047,547
Income (IRS master file)
$1,235,935

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$297,446$303,522$4,047,547XML
990-PFDecember 2024$159,350$290,099$4,121,644XML
990-PFDecember 2023$137,449$283,346$4,250,420XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 44-6009254).

Questions about PAUL PATTON CHARITABLE TRUST TRUST DIVISION

What is the EIN of PAUL PATTON CHARITABLE TRUST TRUST DIVISION?
The employer identification number (EIN) of PAUL PATTON CHARITABLE TRUST TRUST DIVISION is 44-6009254.
Is PAUL PATTON CHARITABLE TRUST TRUST DIVISION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to PAUL PATTON CHARITABLE TRUST TRUST DIVISION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PAUL PATTON CHARITABLE TRUST TRUST DIVISION file?
Form 990-PF. Private foundations file every year.
When is the next return of PAUL PATTON CHARITABLE TRUST TRUST DIVISION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PAUL PATTON CHARITABLE TRUST TRUST DIVISION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of PAUL PATTON CHARITABLE TRUST TRUST DIVISION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $51,546 (BANK OF AMERICA N A, CO-TRUSTEE).
How much revenue does PAUL PATTON CHARITABLE TRUST TRUST DIVISION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $297,446, expenses of $303,522 and total assets of $4,047,547 at year end.

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