Wm Foulds Co Tr Uw W F Fund

Dallas, TX
EIN: 06-6269485

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Type of Nonprofit

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

Revenue

$96.5k (2024)

Expenses

$103k (2024)

Total Assets

$1.38M (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

$96,539

Expenses

$103,406

Net Income

-$6,867

Net Assets

$1,376,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,204	40.6%
Sales of Assets	$57,335	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,923	80.2%
Compensation of Officers*	$29,445	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,376,419
Total Liabilities	$0
Net Assets	$1,376,419

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$18,314	$0
Gerald A Joseloff Esq (Co Trustee)	$11,131	$0

990-PF

Filed on March 27, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$12,837

Expenses

$97,617

Net Income

-$84,780

Net Assets

$1,384,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,876	> 100%
Sales of Assets	-$26,645
Other Income	$3,606	28.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,620	81.6%
Compensation of Officers*	$26,439	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,384,580
Total Liabilities	$0
Net Assets	$1,384,580

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$16,445	$0
Gerald A Joseloff Esq (Co Trustee)	$9,994	$0

990-PF

Filed on April 24, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$33,049

Expenses

$102,126

Net Income

-$135,175

Net Assets

$1,469,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,574
Sales of Assets	-$61,623
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,482	76.8%
Compensation of Officers*	$27,853	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,469,609
Total Liabilities	$0
Net Assets	$1,469,609

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,290	$0
Gerald A Joseloff Esq (Co Trustee)	$10,563	$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

$302,484

Expenses

$96,949

Net Income

$205,535

Net Assets

$1,604,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,641	10.1%
Sales of Assets	$271,843	89.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,309	73.6%
Compensation of Officers*	$32,297	33.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,604,422
Total Liabilities	$0
Net Assets	$1,604,422

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$20,023	$0
Gerald A Joseloff Esq (Co Trustee)	$12,274	$0

990-PF

Filed on March 22, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$243,598

Expenses

$91,719

Net Income

$151,879

Net Assets

$1,397,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,801	11.0%
Sales of Assets	$216,797	89.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,176	75.4%
Compensation of Officers*	$27,473	30.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,397,606
Total Liabilities	$1
Net Assets	$1,397,605

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,062	$0
Gerald A Joseloff Esq (Co Trustee)	$10,411	$0

990-PF

Filed on April 8, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$154,072

Expenses

$86,934

Net Income

$67,138

Net Assets

$1,244,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,047	22.1%
Sales of Assets	$120,025	77.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,128	77.2%
Compensation of Officers*	$26,463	30.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,244,410
Total Liabilities	$1
Net Assets	$1,244,409

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$16,457	$0
Gerald A Joseloff Esq (Co Trustee)	$10,006	$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

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.
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

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.
2015

Revenue

$111,733

Expenses

$83,439

Net Income

$28,294

Net Assets

$1,080,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,287	28.0%
Sales of Assets	$80,446	72.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,319	79.5%
Compensation of Officers*	$24,883	29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,080,922
Total Liabilities	$0
Net Assets	$1,080,922

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$163,298

Expenses

$75,784

Net Income

$87,514

Net Assets

$1,044,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,924	20.2%
Sales of Assets	$130,374	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,134	75.4%
Compensation of Officers*	$26,074	34.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,044,918
Total Liabilities	$0
Net Assets	$1,044,918

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$106,722

Expenses

$69,284

Net Income

$37,438

Net Assets

$949,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,850	29.8%
Sales of Assets	$74,958	70.2%
Other Income	-$86

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,225	78.3%
Compensation of Officers*	$24,211	34.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$949,451
Total Liabilities	$0
Net Assets	$949,451

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$64,050

Expenses

$68,050

Net Income

-$4,000

Net Assets

$910,029

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,481	55.4%
Sales of Assets	$28,535	44.6%
Other Income	$34	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,253	73.8%
Compensation of Officers*	$23,715	34.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$910,029
Total Liabilities	$0
Net Assets	$910,029

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$98,205

Expenses

$63,290

Net Income

$34,915

Net Assets

$915,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,428	39.1%
Sales of Assets	$59,946	61.0%
Other Income	-$169

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,366	74.8%
Compensation of Officers*	$23,225	36.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$915,390
Total Liabilities	$0
Net Assets	$915,390

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Types of Nonprofits

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Updated March 23, 2026

Wm Foulds Co Tr Uw W F Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $96.5k (2024)

Expenses $103k (2024)

Total Assets $1.38M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

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

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$96.5k (2024)

Expenses

$103k (2024)

Total Assets

$1.38M (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.
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Fiscal Year Ending Dec.
2001