Lou H Willeke Trust

Fleet Bank Of Massachusetts Na

Dallas, TX
Tax-exempt since March 1993
EIN: 04-6607624

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$286k (2024)

Expenses

$186k (2024)

Total Assets

$2.75M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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

Revenue

$286,291

Expenses

$185,984

Net Income

$100,307

Net Assets

$2,751,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,718	27.8%
Sales of Assets	$206,573	72.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,964	83.9%
Compensation of Officers*	$38,972	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	$2,751,531
Total Liabilities	$0
Net Assets	$2,751,531

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$38,972	$0

990-PF

Filed on April 10, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$88,277

Expenses

$142,145

Net Income

-$53,868

Net Assets

$2,654,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,264	79.6%
Sales of Assets	$10,603	12.0%
Other Income	$7,410	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,109	82.4%
Compensation of Officers*	$34,376	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,654,147
Total Liabilities	$0
Net Assets	$2,654,147

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$34,376	$0

990-PF

Filed on May 30, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$64,878

Expenses

$199,745

Net Income

-$264,623

Net Assets

$2,708,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,270
Sales of Assets	-$120,148
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,624	86.4%
Compensation of Officers*	$34,870	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,708,988
Total Liabilities	$0
Net Assets	$2,708,988

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$34,870	$0

990-PF

Filed on April 11, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$624,817

Expenses

$197,210

Net Income

$427,607

Net Assets

$2,973,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,779	9.6%
Sales of Assets	$565,038	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,880	78.0%
Compensation of Officers*	$39,085	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,973,284
Total Liabilities	$0
Net Assets	$2,973,284

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$39,085	$0

990-PF

Filed on Aug. 30, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$203,172

Expenses

$177,932

Net Income

$25,240

Net Assets

$2,542,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,227	24.2%
Sales of Assets	$153,945	75.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,066	86.0%
Compensation of Officers*	$33,957	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,542,382
Total Liabilities	$1
Net Assets	$2,542,381

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$33,957	$0

990-PF

Filed on Sept. 20, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$144,605

Expenses

$146,965

Net Income

-$2,360

Net Assets

$2,517,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,176	42.3%
Sales of Assets	$83,429	57.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,125	84.5%
Compensation of Officers*	$31,446	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,517,864
Total Liabilities	$1
Net Assets	$2,517,863

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$31,446	$0

990-PF

Filed on May 21, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$231,926

Expenses

$177,741

Net Income

$54,185

Net Assets

$2,531,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,371	23.0%
Sales of Assets	$178,555	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,005	80.5%
Compensation of Officers*	$31,337	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,531,638
Total Liabilities	$0
Net Assets	$2,531,638

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$31,337	$0

990-PF

Filed on April 24, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Revenue

$56,412

Expenses

$147,738

Net Income

-$91,326

Net Assets

$2,400,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,006	88.6%
Sales of Assets	$6,406	11.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,394	84.9%
Compensation of Officers*	$28,654	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,400,801
Total Liabilities	$0
Net Assets	$2,400,801

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$28,654	$0

990-PF

Filed on April 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$90,214

Expenses

$160,891

Net Income

-$70,677

Net Assets

$2,510,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,985	64.3%
Sales of Assets	$32,229	35.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,671	84.9%
Compensation of Officers*	$30,219	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,510,041
Total Liabilities	$0
Net Assets	$2,510,041

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$97,943

Expenses

$164,205

Net Income

-$66,262

Net Assets

$2,589,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,047	62.3%
Sales of Assets	$35,190	35.9%
Other Income	$1,706	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,778	85.7%
Compensation of Officers*	$32,253	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,589,212
Total Liabilities	$0
Net Assets	$2,589,212

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$145,433

Expenses

$253,647

Net Income

-$108,214

Net Assets

$2,612,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,532	48.5%
Sales of Assets	$75,386	51.8%
Other Income	-$485

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,467	90.9%
Compensation of Officers*	$31,672	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,612,274
Total Liabilities	$0
Net Assets	$2,612,274

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$222,037

Expenses

$158,314

Net Income

$63,723

Net Assets

$2,719,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,363	25.8%
Sales of Assets	$164,660	74.2%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,540	84.4%
Compensation of Officers*	$26,966	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,719,993
Total Liabilities	$0
Net Assets	$2,719,993

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$272,653

Expenses

$148,917

Net Income

$123,736

Net Assets

$2,652,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,243	39.3%
Sales of Assets	$165,410	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,320	83.5%
Compensation of Officers*	$24,082	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,652,450
Total Liabilities	$0
Net Assets	$2,652,450

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 »

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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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Updated January 26, 2026

Lou H Willeke Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $286k (2024)

Expenses $186k (2024)

Total Assets $2.75M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$286k (2024)

Expenses

$186k (2024)

Total Assets

$2.75M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001