Margaret Carey Trust Ua 101964 T16612

Dallas, TX
EIN: 04-6468598

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Category: Medical Research / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$311k (2025)

Expenses

$248k (2025)

Total Assets

$3.35M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 Sept.
2025

Revenue

$311,437

Expenses

$248,197

Net Income

$63,240

Net Assets

$3,353,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,665	29.4%
Sales of Assets	$219,772	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,978	85.0%
Compensation of Officers*	$48,814	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,353,231
Total Liabilities	$0
Net Assets	$3,353,231

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$48,814	$0

990-PF

Filed on Nov. 3, 2025

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

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XML

Fiscal Year Ending Sept.
2024

Revenue

$139,496

Expenses

$214,463

Net Income

-$74,967

Net Assets

$3,286,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,484	61.3%
Sales of Assets	$46,679	33.5%
Other Income	$7,333	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,490	85.1%
Compensation of Officers*	$45,038	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,286,679
Total Liabilities	$0
Net Assets	$3,286,679

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$45,038	$0

990-PF

Filed on Oct. 22, 2024

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

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XML

Fiscal Year Ending Sept.
2023

Revenue

-$34,588

Expenses

$186,741

Net Income

-$221,329

Net Assets

$3,254,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,794
Sales of Assets	-$105,382
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,333	76.2%
Compensation of Officers*	$41,662	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,254,724
Total Liabilities	$0
Net Assets	$3,254,724

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$41,662	$0

990-PF

Filed on Oct. 27, 2023

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

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XML

Fiscal Year Ending Sept.
2022

Revenue

$645,939

Expenses

$253,046

Net Income

$392,893

Net Assets

$3,419,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,002	10.8%
Sales of Assets	$575,937	89.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,925	86.9%
Compensation of Officers*	$45,351	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,419,519
Total Liabilities	$0
Net Assets	$3,419,519

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$45,351	$0

990-PF

Filed on Nov. 30, 2022

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

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PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$213,545

Expenses

$211,851

Net Income

$1,694

Net Assets

$3,560,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,779	27.5%
Sales of Assets	$154,766	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,914	82.1%
Compensation of Officers*	$46,529	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,560,112
Total Liabilities	$1
Net Assets	$3,560,111

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$46,529	$0

990-PF

Filed on Dec. 8, 2021

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

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PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$261,440

Expenses

$219,603

Net Income

$41,837

Net Assets

$3,128,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,456	26.6%
Sales of Assets	$191,984	73.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,456	87.2%
Compensation of Officers*	$40,870	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,128,064
Total Liabilities	$1
Net Assets	$3,128,063

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$40,870	$0

990-PF

Filed on Nov. 17, 2020

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

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Fiscal Year Ending Sept.
2019

Revenue

$196,203

Expenses

$175,116

Net Income

$21,087

Net Assets

$3,100,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,387	35.9%
Sales of Assets	$125,816	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,062	80.0%
Compensation of Officers*	$39,953	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,100,470
Total Liabilities	$0
Net Assets	$3,100,470

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$39,953	$0

990-PF

Filed on Nov. 7, 2019

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

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Fiscal Year Ending Sept.
2018

Revenue

$283,250

Expenses

$196,410

Net Income

$86,840

Net Assets

$3,121,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,028	20.8%
Sales of Assets	$224,222	79.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,606	83.8%
Compensation of Officers*	$41,448	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,121,217
Total Liabilities	$0
Net Assets	$3,121,217

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$41,448	$0

990-PF

Filed on Oct. 30, 2018

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

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Fiscal Year Ending Sept.
2017

Revenue

$135,419

Expenses

$179,319

Net Income

-$43,900

Net Assets

$3,025,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,369	48.3%
Sales of Assets	$70,050	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,492	85.0%
Compensation of Officers*	$38,839	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,025,311
Total Liabilities	$0
Net Assets	$3,025,311

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$38,839	$0

990-PF

Filed on Nov. 9, 2017

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

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PDF XML

Fiscal Year Ending Sept.
2016

Revenue

$14,303

Expenses

$312,361

Net Income

-$298,058

Net Assets

$3,008,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,710	> 100%
Sales of Assets	-$64,551
Other Income	$144	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$286,572	91.7%
Compensation of Officers*	$38,157	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,008,520
Total Liabilities	$0
Net Assets	$3,008,520

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$38,157	$0

990-PF

Filed on Nov. 2, 2016

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

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Fiscal Year Ending Sept.
2015

Revenue

$122,344

Expenses

$201,461

Net Income

-$79,117

Net Assets

$3,320,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,880	56.3%
Sales of Assets	$53,099	43.4%
Other Income	$365	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,060	86.4%
Compensation of Officers*	$42,049	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,320,652
Total Liabilities	$0
Net Assets	$3,320,652

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$42,049	$0

990-PF

Filed on Nov. 10, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$128,577

Expenses

$159,649

Net Income

-$31,072

Net Assets

$3,334,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,231	47.6%
Sales of Assets	$67,346	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,785	78.8%
Compensation of Officers*	$42,239	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,334,189
Total Liabilities	$0
Net Assets	$3,334,189

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$249,751

Expenses

$143,677

Net Income

$106,074

Net Assets

$3,304,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,518	28.6%
Sales of Assets	$168,680	67.5%
Other Income	$9,553	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,052	83.6%
Compensation of Officers*	$35,499	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,304,764
Total Liabilities	$0
Net Assets	$3,304,764

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$75,748

Expenses

$154,970

Net Income

-$79,222

Net Assets

$3,172,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$111,131	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,127	73.6%
Compensation of Officers*	$27,553	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,172,530
Total Liabilities	$0
Net Assets	$3,172,530

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$637,098

Expenses

$145,182

Net Income

$491,916

Net Assets

$3,283,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,757	15.0%
Sales of Assets	$541,341	85.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,849	83.9%
Compensation of Officers*	$31,177	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,283,882
Total Liabilities	$0
Net Assets	$3,283,882

990

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

PDF

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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.

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Updated March 23, 2026

Margaret Carey Trust Ua 101964 T16612

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $311k (2025)

Expenses $248k (2025)

Total Assets $3.35M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$311k (2025)

Expenses

$248k (2025)

Total Assets

$3.35M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001