Trust Uw Isabella M Wardwell 2 5610 Fbo Wheaton College

  • Dallas, TX
  • EIN: 05-6004616

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
$15,175
Expenses
$10,260
Net Income
$4,915
Net Assets
$145,324
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,159
27.4%
Sales of Assets $11,016
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,783
75.9%
Compensation of Officers* $2,449
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $145,324
Total Liabilities $0
Net Assets $145,324
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,449 $0

Document Links

990-PF
Filed on March 27, 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
$4,957
Expenses
$8,844
Net Income
-$3,887
Net Assets
$140,565
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,708
74.8%
Sales of Assets $398
8.0%
Other Income $851
17.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,577
74.4%
Compensation of Officers* $2,187
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 $140,565
Total Liabilities $0
Net Assets $140,565
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,187 $0

Document Links

990-PF
Filed on April 22, 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
-$3,655
Expenses
$12,627
Net Income
-$16,282
Net Assets
$144,507
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,933
Sales of Assets -$6,588
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,143
72.4%
Compensation of Officers* $2,266
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 $144,507
Total Liabilities $0
Net Assets $144,507
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,266 $0

Document Links

990-PF
Filed on May 4, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,911
Expenses
$10,959
Net Income
$22,952
Net Assets
$160,770
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,190
9.4%
Sales of Assets $30,721
90.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,297
75.7%
Compensation of Officers* $2,581
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $160,770
Total Liabilities $0
Net Assets $160,770
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,581 $0

Document Links

990-PF
Filed on April 13, 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
$11,653
Expenses
$11,528
Net Income
$125
Net Assets
$137,635
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,650
22.7%
Sales of Assets $9,003
77.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,268
80.4%
Compensation of Officers* $2,167
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 $137,636
Total Liabilities $1
Net Assets $137,635
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,167 $0

Document Links

990-PF
Filed on March 31, 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
$8,724
Expenses
$8,549
Net Income
$175
Net Assets
$137,514
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,540
40.6%
Sales of Assets $5,184
59.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,252
73.1%
Compensation of Officers* $2,114
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 $137,514
Total Liabilities $0
Net Assets $137,514

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

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.
2017

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.
2016

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.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,347
Expenses
$8,847
Net Income
-$3,500
Net Assets
$140,801
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,369
63.0%
Sales of Assets $1,961
36.7%
Other Income $17
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,471
84.4%
Compensation of Officers* $2,069
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $140,801
Total Liabilities $0
Net Assets $140,801

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,455
Expenses
$9,098
Net Income
-$4,643
Net Assets
$144,614
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,030
68.0%
Sales of Assets $1,330
29.9%
Other Income $95
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,670
84.3%
Compensation of Officers* $2,200
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 $144,614
Total Liabilities $0
Net Assets $144,614

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,191
Expenses
$10,254
Net Income
$3,937
Net Assets
$145,953
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,512
24.7%
Sales of Assets $10,728
75.6%
Other Income -$49
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,343
81.4%
Compensation of Officers* $2,138
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 $145,953
Total Liabilities $0
Net Assets $145,953

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
$16,128
Expenses
$7,923
Net Income
$8,205
Net Assets
$142,118
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,447
21.4%
Dividends $0
Sales of Assets $12,697
78.7%
Other Income -$16
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,437
81.2%
Compensation of Officers* $2,015
25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,118
Total Liabilities $0
Net Assets $142,118

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
$15,820
Expenses
$8,410
Net Income
$7,410
Net Assets
$134,431
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,416
21.6%
Sales of Assets $12,528
79.2%
Other Income -$124
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,831
81.2%
Compensation of Officers* $2,070
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 $134,431
Total Liabilities $0
Net Assets $134,431

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
PDF (2 of 2)

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.

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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