Civic Intelligence

Myrtle O Sargent Trust UW FBO Harry J Sargent Scholarship Fund

990PF • Fiscal year 2024 • EIN 59-6192495

May 01, 2024 to Dec 31, 2024 • Filed on Mar 20, 2025

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $244,307 (-100%) from 2023

Net Assets

Down

$0

Down $244,307 (-100%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses

Revenue

Up

$6,098

Up $8,263 (+382%) from 2023

Expenses

Down

$3,716

Down $15,088 (-80%) from 2023

Net Income

Up

$2,382

Up $23,351 (+111%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $174,346Liabilities 2012: $02012Assets 2013: $169,086Liabilities 2013: $02013Assets 2014: $189,479Liabilities 2014: $02014Assets 2015: $214,570Liabilities 2015: $1Net Assets 2015: $214,5702015Assets 2016: $223,870Liabilities 2016: $1Net Assets 2016: $223,8702016Assets 2017: $222,293Liabilities 2017: $0Net Assets 2017: $222,2932017Assets 2020: $212,732Liabilities 2020: $1Net Assets 2020: $212,7322020Assets 2021: $244,871Liabilities 2021: $1Net Assets 2021: $244,8712021Assets 2022: $267,043Liabilities 2022: $1Net Assets 2022: $267,0432022Assets 2023: $244,307Liabilities 2023: $1Net Assets 2023: $244,3072023Assets 2024: $3,045Liabilities 2024: $0Net Assets 2024: $3,0452024Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2012: $5,701Expenses 2012: $9,619Net Income 2012: -$3,9182012Revenue 2013: $4,668Expenses 2013: $11,471Net Income 2013: -$6,8032013Revenue 2014: $27,884Expenses 2014: $7,490Net Income 2014: $20,3942014Revenue 2015: $31,070Expenses 2015: $5,958Net Income 2015: $25,1122015Revenue 2016: $14,422Expenses 2016: $6,045Net Income 2016: $8,3772016Revenue 2017: $7,121Expenses 2017: $7,349Net Income 2017: -$2282017Revenue 2020: $7,702Expenses 2020: $7,383Net Income 2020: $3192020Revenue 2021: $2,328Expenses 2021: $8,629Net Income 2021: -$6,3012021Revenue 2022: $65,265Expenses 2022: $15,699Net Income 2022: $49,5662022Revenue 2023: -$2,165Expenses 2023: $18,804Net Income 2023: -$20,9692023Revenue 2024: $32,881Expenses 2024: $279,699Net Income 2024: -$246,8182024Revenue 2024: $6,098Expenses 2024: $3,716Net Income 2024: $2,3822024

Highlighted filing

2024

Revenue$6,098
Expenses$3,716
Net Income$2,382
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Dec 31, 2024
Signed
Mar 20, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Myrtle O Sargent Trust
EIN
59-6192495
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-03-20
Raw XML Appendix265 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 653067
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LiquidationExplanationStmt/ExplanationTxt0ACCOUNT WAS CLOSED DUE TO COURT ORDER. FINAL DISTRIBUTIONS WERE MADE TO THE BENEFICIARY ACCORDINGLY.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MYRTLE O SARGENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SARG
ReturnHeader/Filer/EIN0596192495
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-03-20T10:01:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$6,098
Expenses
$3,716
Net income
$2,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.33$2.80$2.47
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.02$0.19$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.65$0.16$0.50
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.02$0.09$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.07$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.14$0.06$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.31$0.06$0.25
2014Summary only. Only limited summary data is available for this year.$1.89$0.00$0.28$0.07$0.20
2013Summary only. Only limited summary data is available for this year.$1.69$0.00$0.05$0.11$0.07
2012Summary only. Only limited summary data is available for this year.$1.74$0.00$0.06$0.10$0.04