Joanna H Butler Trust Ua 76 Ua Dtd 9 20 40

Fleet National Bank
  • Dallas, TX
  • EIN: 04-6095078

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,583
Expenses
$6,694
Net Income
$2,889
Net Assets
$92,137
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,682
28.0%
Sales of Assets $6,901
72.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,852
72.5%
Compensation of Officers* $1,518
22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $92,137
Total Liabilities $0
Net Assets $92,137
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,518 $0

Document Links

990-PF
Filed on April 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,496
Expenses
$6,148
Net Income
-$2,652
Net Assets
$89,345
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,390
68.4%
Sales of Assets $841
24.1%
Other Income $265
7.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,421
71.9%
Compensation of Officers* $1,419
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $89,345
Total Liabilities $0
Net Assets $89,345
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,419 $0

Document Links

990-PF
Filed on May 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$2,682
Expenses
$7,979
Net Income
-$10,661
Net Assets
$92,024
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,895
Sales of Assets -$4,577
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,836
73.1%
Compensation of Officers* $1,348
16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $92,024
Total Liabilities $0
Net Assets $92,024
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,348 $0

Document Links

990-PF
Filed on May 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,523
Expenses
$7,324
Net Income
$14,199
Net Assets
$102,675
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,047
9.5%
Sales of Assets $19,476
90.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,317
72.6%
Compensation of Officers* $1,709
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $102,675
Total Liabilities $0
Net Assets $102,675
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,709 $0

Document Links

990-PF
Filed on May 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,867
Expenses
$6,400
Net Income
$1,467
Net Assets
$88,365
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,704
21.7%
Sales of Assets $6,163
78.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,712
73.6%
Compensation of Officers* $1,366
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $88,366
Total Liabilities $1
Net Assets $88,365
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,366 $0

Document Links

990-PF
Filed on April 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,164
Expenses
$5,958
Net Income
$206
Net Assets
$86,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,273
36.9%
Sales of Assets $3,891
63.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,204
70.6%
Compensation of Officers* $1,381
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $86,901
Total Liabilities $1
Net Assets $86,900
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,381 $0

Document Links

990-PF
Filed on April 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,002
Expenses
$6,664
Net Income
$1,338
Net Assets
$87,540
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,920
24.0%
Sales of Assets $6,082
76.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,695
70.5%
Compensation of Officers* $1,367
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $87,540
Total Liabilities $0
Net Assets $87,540
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,367 $0

Document Links

990-PF
Filed on April 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,491
Expenses
$5,919
Net Income
$3,572
Net Assets
$86,069
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,905
20.1%
Sales of Assets $7,549
79.5%
Other Income $37
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,296
72.6%
Compensation of Officers* $1,309
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $86,069
Total Liabilities $0
Net Assets $86,069
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,309 $0

Document Links

990-PF
Filed on April 19, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,694
Expenses
$5,931
Net Income
-$4,237
Net Assets
$84,065
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,897
> 100%
Sales of Assets -$203
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,269
72.0%
Compensation of Officers* $1,258
21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $84,065
Total Liabilities $0
Net Assets $84,065
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,258 $0

Document Links

990-PF
Filed on April 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,803
Expenses
$6,225
Net Income
-$2,422
Net Assets
$88,915
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,194
57.7%
Sales of Assets $1,609
42.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,321
85.5%
Compensation of Officers* $1,359
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $88,915
Total Liabilities $0
Net Assets $88,915
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,359 $0

Document Links

990-PF
Filed on April 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,442
Expenses
$6,388
Net Income
-$2,946
Net Assets
$91,733
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,976
57.4%
Sales of Assets $1,288
37.4%
Other Income $178
5.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,435
85.1%
Compensation of Officers* $1,471
23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $91,733
Total Liabilities $0
Net Assets $91,733
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,471 $0

Document Links

990-PF
Filed on April 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,584
Expenses
$7,911
Net Income
-$3,327
Net Assets
$92,559
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,175
47.4%
Sales of Assets $2,429
53.0%
Other Income -$20
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,572
83.1%
Compensation of Officers* $1,351
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $92,559
Total Liabilities $0
Net Assets $92,559

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,322
Expenses
$4,501
Net Income
$5,821
Net Assets
$95,952
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,134
20.7%
Sales of Assets $8,117
78.6%
Other Income $71
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,383
97.4%
Compensation of Officers* $14
0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $95,952
Total Liabilities $0
Net Assets $95,952

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,947
Expenses
$4,756
Net Income
$4,191
Net Assets
$90,020
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,521
39.4%
Sales of Assets $5,391
60.3%
Other Income $35
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,702
98.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $90,020
Total Liabilities $0
Net Assets $90,020

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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