Elizabeth F Upton Trust Ua N C P E C Ny City 124 1389907010

Dallas, TX
EIN: 06-6026887

Type of Nonprofit

Designated as a 4947(a)(1) 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

Revenue

$14,718

Expenses

$9,678

Net Income

$5,040

Net Assets

$137,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,915	26.6%
Sales of Assets	$10,803	73.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,527	77.8%
Compensation of Officers*	$1,887	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$137,203
Total Liabilities	$0
Net Assets	$137,203

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$1,887	$0

990-PF

Filed on March 20, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$4,587

Expenses

$7,973

Net Income

-$3,386

Net Assets

$132,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,487	76.0%
Sales of Assets	$723	15.8%
Other Income	$377	8.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,021	75.5%
Compensation of Officers*	$1,699	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	$132,307
Total Liabilities	$0
Net Assets	$132,307

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$1,699	$0

990-PF

Filed on April 16, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$3,356

Expenses

$11,290

Net Income

-$14,646

Net Assets

$135,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,778
Sales of Assets	-$6,134
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,608	76.2%
Compensation of Officers*	$1,807	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$135,744
Total Liabilities	$0
Net Assets	$135,744

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$1,807	$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

$30,932

Expenses

$10,108

Net Income

$20,824

Net Assets

$150,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,987	9.7%
Sales of Assets	$27,945	90.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,765	76.8%
Compensation of Officers*	$2,056	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$150,387
Total Liabilities	$0
Net Assets	$150,387

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$2,056	$0

990-PF

Filed on April 6, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$11,578

Expenses

$9,781

Net Income

$1,797

Net Assets

$128,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,463	21.3%
Sales of Assets	$9,115	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,706	78.8%
Compensation of Officers*	$1,711	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	$128,601
Total Liabilities	$1
Net Assets	$128,600

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,711	$0

990-PF

Filed on March 31, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$8,278

Expenses

$8,155

Net Income

$123

Net Assets

$127,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,293	39.8%
Sales of Assets	$4,948	59.8%
Other Income	$37	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,298	77.2%
Compensation of Officers*	$1,667	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$127,496
Total Liabilities	$1
Net Assets	$127,495

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,667	$0

990-PF

Filed on March 26, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$11,775

Expenses

$9,540

Net Income

$2,235

Net Assets

$128,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,787	23.7%
Sales of Assets	$8,988	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,251	76.0%
Compensation of Officers*	$1,693	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$128,385
Total Liabilities	$0
Net Assets	$128,385

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,693	$0

990-PF

Filed on April 4, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$12,811

Expenses

$7,665

Net Income

$5,146

Net Assets

$125,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,732	21.3%
Sales of Assets	$10,079	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,799	75.7%
Compensation of Officers*	$1,615	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	$125,637
Total Liabilities	$0
Net Assets	$125,637

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,615	$0

990-PF

Filed on April 12, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,365

Expenses

$7,533

Net Income

-$6,168

Net Assets

$122,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,721	> 100%
Sales of Assets	-$1,356
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,468	85.9%
Compensation of Officers*	$1,525	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$122,797
Total Liabilities	$0
Net Assets	$122,797

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,525	$0

990-PF

Filed on April 4, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$5,107

Expenses

$8,103

Net Income

-$2,996

Net Assets

$130,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,128	61.2%
Sales of Assets	$1,979	38.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,949	85.8%
Compensation of Officers*	$1,626	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$130,313
Total Liabilities	$0
Net Assets	$130,313

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,626	$0

990-PF

Filed on March 30, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$4,288

Expenses

$8,345

Net Income

-$4,057

Net Assets

$133,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,804	65.4%
Sales of Assets	$1,484	34.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,129	85.4%
Compensation of Officers*	$1,742	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	$133,381
Total Liabilities	$0
Net Assets	$133,381

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,742	$0

990-PF

Filed on April 15, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$7,582

Expenses

$8,770

Net Income

-$1,188

Net Assets

$134,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,343	44.1%
Sales of Assets	$4,276	56.4%
Other Income	-$37

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,644	87.2%
Compensation of Officers*	$1,678	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	$134,348
Total Liabilities	$0
Net Assets	$134,348

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$3,333

Expenses

$7,305

Net Income

-$3,972

Net Assets

$135,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,797	> 100%
Sales of Assets	$0
Other Income	-$13

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,169	84.4%
Compensation of Officers*	$1,605	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	$135,020
Total Liabilities	$0
Net Assets	$135,020

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$9,544

Expenses

$7,759

Net Income

$1,785

Net Assets

$140,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,862	50.9%
Sales of Assets	$4,789	50.2%
Other Income	-$107

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,572	84.7%
Compensation of Officers*	$1,628	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	$140,618
Total Liabilities	$0
Net Assets	$140,618

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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.
2009

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.
2008

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.
2007

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

990

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

PDF

Fiscal Year Ending Dec.
2006

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

990

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

PDF

Fiscal Year Ending Dec.
2005

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

990

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

PDF

Fiscal Year Ending Dec.
2004

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

990

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

PDF

Fiscal Year Ending Dec.
2001

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

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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Updated April 20, 2026

Elizabeth F Upton Trust Ua N C P E C Ny City 124 1389907010

Organization summary

Type of Nonprofit

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

990-PF

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.
2001