Nonprofit · EIN 52-6060168
TRS UW OTTILIE E SMITH
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $110,248 | $72,622 | $37,626 | $1,026,255 | $0 | $1,026,255 |
| December 31, 2024 | 990-PF | $97,905 | $66,980 | $30,925 | $988,343 | $0 | $988,343 |
| December 31, 2023 | 990-PF | $22,046 | $52,460 | -$30,414 | $958,437 | $0 | $958,437 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $27,642
- Net gain from sales of assets
- $82,606
Expenses
- Grants and similar amounts paid
- $51,024
- Compensation of officers, directors and key employees
- $16,939
- Disbursements for charitable purposes
- $58,299
- Excise tax on investment income
- $1,358
Balance sheet and other
- Total assets, start of year
- $988,343
- Total assets, end of year
- $1,026,255
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,026,255
- Fair market value of assets
- $1,261,377
- Qualifying distributions
- $58,299
- Net investment income
- $109,821
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $16,939 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $15,969 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $14,259 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % MARYLAND NATL BK CO TTEE
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-6060168
- Donations deductible
- No
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,026,255
- Income (IRS master file)
- $230,745
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $110,248 | $72,622 | $1,026,255 | XML |
| 990-PF | December 2024 | $97,905 | $66,980 | $988,343 | XML |
| 990-PF | December 2023 | $22,046 | $52,460 | $958,437 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 52-6060168).
Questions about TRS UW OTTILIE E SMITH
- What is the EIN of TRS UW OTTILIE E SMITH?
- The employer identification number (EIN) of TRS UW OTTILIE E SMITH is 52-6060168.
- Is TRS UW OTTILIE E SMITH tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1973.
- Are donations to TRS UW OTTILIE E SMITH tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRS UW OTTILIE E SMITH file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRS UW OTTILIE E SMITH 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 TRS UW OTTILIE E SMITH 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 TRS UW OTTILIE E SMITH?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,939 (BANK OF AMERICA, TRUSTEE).
- How much revenue does TRS UW OTTILIE E SMITH have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $110,248, expenses of $72,622 and total assets of $1,026,255 at year end.
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