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Nonprofit · EIN 82-6627989

LONE WOLF TR

Also known as PIERCE MANGURIAN TTEE

Tax-exempt · DALLAS, TX 75219

Financials

$5.5M$441K2023$896K$519K2024$782K$778K2025
Revenue Expenses · by fiscal year end
Financials of LONE WOLF TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$781,586$777,743$3,843$12,000,766$0$12,000,766
December 31, 2024990-PF$895,581$518,936$376,645$11,996,923$0$11,996,923
December 31, 2023990-PF$5,505,386$441,146$5,064,240$11,620,278$0$11,620,278
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$430,194
Net gain from sales of assets
$350,621
Other income
$771

Expenses

Grants and similar amounts paid
$647,433
Disbursements for charitable purposes
$647,433
Excise tax on investment income
$9,252

Balance sheet and other

Total assets, start of year
$11,996,923
Total assets, end of year
$12,000,766
Total liabilities, end of year
$0
Net assets, end of year
$12,000,766
Fair market value of assets
$14,396,249
Qualifying distributions
$647,433
Net investment income
$781,586

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
BNY MELLON WEALTH MANAGEMENT
4020 MAPLE AVE SUITE 650, DALLAS, TX 75219
TRUSTEE1$108,332
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON WEALTH MANAGEMENT
6150 SHERRY LANE, DALLAS, TX 75225
TRUSTEE1$106,560
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLON WEALTH MANAGEMENT
6150 SHERRY LANE, DALLAS, TX 75225
TRUSTEE1$76,574

Address and contacts

Address (IRS master file)
4020 MAPLE AVE STE 650, DALLAS, TX 75219-3352
In care of
% BNY MELLON WEALTH MANAGEMENT
Signed the 990-PF
BNY MELLON WEALTH MANAGEMENT, TRUSTEE
Phone
(214) 239-6439
Return prepared by
Doug Ashman CPA

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
82-6627989
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,000,766
Income (IRS master file)
$3,532,975

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$781,586$777,743$12,000,766IRS
990-PFDecember 2024$895,581$518,936$11,996,923IRS
990-PFDecember 2023$5,505,386$441,146$11,620,278XML
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 82-6627989).

Questions about LONE WOLF TR

What is the EIN of LONE WOLF TR?
The employer identification number (EIN) of LONE WOLF TR is 82-6627989.
Is LONE WOLF TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to LONE WOLF TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LONE WOLF TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LONE WOLF TR 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 LONE WOLF TR 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 LONE WOLF TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $108,332 (BNY MELLON WEALTH MANAGEMENT, TRUSTEE).
How much revenue does LONE WOLF TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $781,586, expenses of $777,743 and total assets of $12,000,766 at year end.

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