Trust Uw Patrick Carter 2 4044

  • Dallas, TX
  • EIN: 05-6004322

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
$21,588
Expenses
$14,957
Net Income
$6,631
Net Assets
$206,329
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,020
27.9%
Sales of Assets $15,568
72.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,594
77.5%
Compensation of Officers* $3,678
24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $206,329
Total Liabilities $0
Net Assets $206,329
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,678 $0

Document Links

990-PF
Filed on March 20, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,505
Expenses
$12,200
Net Income
-$4,695
Net Assets
$199,917
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,331
71.0%
Sales of Assets $979
13.0%
Other Income $1,195
15.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,213
75.5%
Compensation of Officers* $3,262
26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $199,917
Total Liabilities $0
Net Assets $199,917
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,262 $0

Document Links

990-PF
Filed on April 16, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$5,124
Expenses
$17,767
Net Income
-$22,891
Net Assets
$204,686
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,227
Sales of Assets -$9,351
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,138
73.9%
Compensation of Officers* $3,276
18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $204,686
Total Liabilities $0
Net Assets $204,686
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,276 $0

Document Links

990-PF
Filed on April 11, 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
$47,662
Expenses
$15,403
Net Income
$32,259
Net Assets
$227,543
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,572
9.6%
Sales of Assets $43,090
90.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,873
77.1%
Compensation of Officers* $3,702
24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $227,543
Total Liabilities $0
Net Assets $227,543
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,702 $0

Document Links

990-PF
Filed on April 6, 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
$18,500
Expenses
$14,831
Net Income
$3,669
Net Assets
$193,664
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,783
20.4%
Sales of Assets $14,717
79.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,729
79.1%
Compensation of Officers* $3,110
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 $193,665
Total Liabilities $1
Net Assets $193,664
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,110 $0

Document Links

990-PF
Filed on March 26, 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
$13,162
Expenses
$12,317
Net Income
$845
Net Assets
$190,631
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,005
38.0%
Sales of Assets $8,071
61.3%
Other Income $86
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,594
77.9%
Compensation of Officers* $3,023
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $190,632
Total Liabilities $1
Net Assets $190,631
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,023 $0

Document Links

990-PF
Filed on March 26, 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
$17,537
Expenses
$14,653
Net Income
$2,884
Net Assets
$192,384
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,239
24.2%
Sales of Assets $13,298
75.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,205
76.5%
Compensation of Officers* $3,079
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 $192,384
Total Liabilities $0
Net Assets $192,384
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,079 $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
$20,544
Expenses
$11,879
Net Income
$8,665
Net Assets
$188,802
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,198
20.4%
Sales of Assets $16,346
79.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,134
76.9%
Compensation of Officers* $2,975
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $188,802
Total Liabilities $0
Net Assets $188,802
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,975 $0

Document Links

990-PF
Filed on March 29, 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
$4,068
Expenses
$11,860
Net Income
-$7,792
Net Assets
$183,179
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,158
> 100%
Sales of Assets -$90
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,811
82.7%
Compensation of Officers* $2,960
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $183,179
Total Liabilities $0
Net Assets $183,179
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,960 $0

Document Links

990-PF
Filed on March 31, 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
$8,068
Expenses
$12,683
Net Income
-$4,615
Net Assets
$192,976
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,790
59.4%
Sales of Assets $3,272
40.6%
Other Income $6
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,693
84.3%
Compensation of Officers* $3,000
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $192,976
Total Liabilities $0
Net Assets $192,976
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,000 $0

Document Links

990-PF
Filed on March 30, 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
$7,013
Expenses
$12,984
Net Income
-$5,971
Net Assets
$197,261
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,332
61.8%
Sales of Assets $2,581
36.8%
Other Income $100
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,944
84.3%
Compensation of Officers* $3,144
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 $197,261
Total Liabilities $0
Net Assets $197,261
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,144 $0

Document Links

990-PF
Filed on March 25, 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
$12,231
Expenses
$13,696
Net Income
-$1,465
Net Assets
$199,875
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,777
39.1%
Sales of Assets $7,499
61.3%
Other Income -$45
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,290
82.4%
Compensation of Officers* $3,058
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 $199,875
Total Liabilities $0
Net Assets $199,875

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
$14,601
Expenses
$11,388
Net Income
$3,213
Net Assets
$201,070
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,092
28.0%
Sales of Assets $10,505
71.9%
Other Income $4
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,519
83.6%
Compensation of Officers* $2,631
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 $201,070
Total Liabilities $0
Net Assets $201,070

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
$16,321
Expenses
$12,036
Net Income
$4,285
Net Assets
$197,800
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,664
47.0%
Sales of Assets $8,656
53.0%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,415
86.5%
Compensation of Officers* $2,509
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $197,800
Total Liabilities $0
Net Assets $197,800

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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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.

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

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