Josephine Reese Trust

Dallas, TX
EIN: 14-6021138

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.

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

$3,728

Expenses

$1,199

Net Income

$2,529

Net Assets

$29,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$705	18.9%
Sales of Assets	$2,974	79.8%
Other Income	$49	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,039	86.7%
Compensation of Officers*	$41	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,134
Total Liabilities	$0
Net Assets	$29,134

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$41	$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

$434

Expenses

$5,189

Net Income

-$4,755

Net Assets

$26,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$704	> 100%
Sales of Assets	-$374
Other Income	$104	24.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,098	98.2%
Compensation of Officers*	$39	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,624
Total Liabilities	$0
Net Assets	$26,624

Compensation

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

-$248

Expenses

$1,943

Net Income

-$2,191

Net Assets

$31,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$634
Sales of Assets	-$882
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,670	85.9%
Compensation of Officers*	$37	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,378
Total Liabilities	$0
Net Assets	$31,378

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$37	$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

$8,621

Expenses

$1,599

Net Income

$7,022

Net Assets

$33,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$634	7.4%
Sales of Assets	$7,986	92.6%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,556	97.3%
Compensation of Officers*	$33	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,567
Total Liabilities	$0
Net Assets	$33,567

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$33	$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

$217

Expenses

$1,981

Net Income

-$1,764

Net Assets

$26,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$561	> 100%
Sales of Assets	$0
Other Income	$9	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,941	98.0%
Compensation of Officers*	$38	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,489
Total Liabilities	$1
Net Assets	$26,488

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$38	$0

990-PF

Filed on April 8, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$736

Expenses

$1,047

Net Income

-$311

Net Assets

$28,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$699	95.0%
Sales of Assets	$37	5.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$957	91.4%
Compensation of Officers*	$33	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,305
Total Liabilities	$1
Net Assets	$28,304

Compensation

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

990-PF

Filed on April 9, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$4,139

Expenses

$1,558

Net Income

$2,581

Net Assets

$28,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$617	14.9%
Sales of Assets	$3,522	85.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,491	95.7%
Compensation of Officers*	$3	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,750
Total Liabilities	$0
Net Assets	$28,750

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3	$0

990-PF

Filed on April 11, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$1,398

Expenses

$1,324

Net Income

$74

Net Assets

$26,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$612	43.8%
Sales of Assets	$771	55.2%
Other Income	$15	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,310	98.9%
Compensation of Officers*	$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	$26,120
Total Liabilities	$0
Net Assets	$26,120

Compensation

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

990-PF

Filed on May 3, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$123

Expenses

$1,325

Net Income

-$1,202

Net Assets

$26,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$607	> 100%
Sales of Assets	-$484
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,257	94.9%
Compensation of Officers*	$16	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,444
Total Liabilities	$0
Net Assets	$26,444

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$16	$0

990-PF

Filed on April 7, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$2,986

Expenses

$1,409

Net Income

$1,577

Net Assets

$28,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$582	19.5%
Sales of Assets	$2,382	79.8%
Other Income	$22	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,378	97.8%
Compensation of Officers*	$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	$28,010
Total Liabilities	$0
Net Assets	$28,010

Compensation

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

990-PF

Filed on April 12, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$1,598

Expenses

$1,471

Net Income

$127

Net Assets

$26,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$615	38.5%
Sales of Assets	$918	57.4%
Other Income	$65	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,420	96.5%
Compensation of Officers*	$35	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,448
Total Liabilities	$0
Net Assets	$26,448

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,624

Expenses

$1,563

Net Income

$61

Net Assets

$25,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$643	39.6%
Sales of Assets	$966	59.5%
Other Income	$15	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,539	98.5%
Compensation of Officers*	$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	$25,726
Total Liabilities	$0
Net Assets	$25,726

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,850

Expenses

$1,273

Net Income

$577

Net Assets

$25,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,017	55.0%
Sales of Assets	$821	44.4%
Other Income	$12	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,229	96.5%
Compensation of Officers*	$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	$25,457
Total Liabilities	$0
Net Assets	$25,457

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,583

Expenses

$1,312

Net Income

$1,271

Net Assets

$24,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$976	37.8%
Sales of Assets	$1,599	61.9%
Other Income	$8	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,280	97.6%
Compensation of Officers*	$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	$24,893
Total Liabilities	$0
Net Assets	$24,893

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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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

Josephine Reese Trust

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

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

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