Marguerite Clickner Charitable Tr

Fleet Investment Services

Dallas, TX
Tax-exempt since March 1991
EIN: 16-6335423

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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.

Donations to this organization are tax deductible.

Revenue

$22.4k (2024)

Expenses

$40k (2024)

Total Assets

$611k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 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 Sept.
2024

Revenue

$22,378

Expenses

$40,011

Net Income

-$17,633

Net Assets

$611,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,385	73.2%
Sales of Assets	$4,641	20.7%
Other Income	$1,352	6.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,191	85.5%
Compensation of Officers*	$8,420	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	$611,148
Total Liabilities	$0
Net Assets	$611,148

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,420	$0

990-PF

Filed on Dec. 17, 2024

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

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Fiscal Year Ending Sept.
2023

Revenue

-$5,476

Expenses

$32,318

Net Income

-$37,794

Net Assets

$608,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,421
Sales of Assets	-$18,897
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,533	82.1%
Compensation of Officers*	$7,740	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	$608,624
Total Liabilities	$0
Net Assets	$608,624

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,740	$0

990-PF

Filed on Dec. 1, 2023

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

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Fiscal Year Ending Sept.
2022

Revenue

$120,065

Expenses

$49,393

Net Income

$70,672

Net Assets

$635,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,169	11.0%
Sales of Assets	$106,896	89.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,968	82.9%
Compensation of Officers*	$8,464	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$635,232
Total Liabilities	$0
Net Assets	$635,232

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,464	$0

990-PF

Filed on Feb. 2, 2023

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

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Fiscal Year Ending Sept.
2021

Revenue

$45,833

Expenses

$40,107

Net Income

$5,726

Net Assets

$666,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,190	24.4%
Sales of Assets	$34,643	75.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,421	80.8%
Compensation of Officers*	$9,102	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$666,500
Total Liabilities	$0
Net Assets	$666,500

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$9,102	$0

990-PF

Filed on Jan. 27, 2022

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

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Fiscal Year Ending Sept.
2020

Revenue

$52,398

Expenses

$34,505

Net Income

$17,893

Net Assets

$578,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,804	24.4%
Sales of Assets	$39,052	74.5%
Other Income	$542	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,531	85.6%
Compensation of Officers*	$7,654	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$578,610
Total Liabilities	$1
Net Assets	$578,609

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,654	$0

990-PF

Filed on Nov. 4, 2020

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

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XML

Fiscal Year Ending Sept.
2019

Revenue

$36,544

Expenses

$37,975

Net Income

-$1,431

Net Assets

$563,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,023	35.6%
Sales of Assets	$23,521	64.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,506	83.0%
Compensation of Officers*	$7,264	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	$563,550
Total Liabilities	$0
Net Assets	$563,550

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,264	$0

990-PF

Filed on Oct. 31, 2019

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

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Fiscal Year Ending Sept.
2018

Revenue

$56,554

Expenses

$37,392

Net Income

$19,162

Net Assets

$571,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,908	19.3%
Sales of Assets	$45,646	80.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,549	84.4%
Compensation of Officers*	$7,672	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$571,973
Total Liabilities	$0
Net Assets	$571,973

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,672	$0

990-PF

Filed on Dec. 19, 2018

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

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Fiscal Year Ending Sept.
2017

Revenue

$26,710

Expenses

$33,666

Net Income

-$6,956

Net Assets

$551,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,286	46.0%
Sales of Assets	$14,344	53.7%
Other Income	$80	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,878	85.8%
Compensation of Officers*	$7,138	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$551,230
Total Liabilities	$0
Net Assets	$551,230

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,138	$0

990-PF

Filed on Nov. 9, 2017

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

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Fiscal Year Ending Sept.
2016

Revenue

$4,217

Expenses

$36,931

Net Income

-$32,714

Net Assets

$547,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,498	> 100%
Sales of Assets	-$10,487
Other Income	$206	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,232	87.3%
Compensation of Officers*	$6,960	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	$547,580
Total Liabilities	$0
Net Assets	$547,580

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,960	$0

990-PF

Filed on Nov. 2, 2016

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

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Fiscal Year Ending Sept.
2015

Revenue

$18,982

Expenses

$31,143

Net Income

-$12,161

Net Assets

$583,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,982	68.4%
Sales of Assets	$6,000	31.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,439	81.7%
Compensation of Officers*	$7,554	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$583,385
Total Liabilities	$0
Net Assets	$583,385

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,554	$0

990-PF

Filed on Dec. 1, 2015

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

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Fiscal Year Ending Sept.
2014

Revenue

$40,811

Expenses

$36,918

Net Income

$3,893

Net Assets

$590,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,797	33.8%
Sales of Assets	$27,014	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,162	84.4%
Compensation of Officers*	$7,806	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	$590,734
Total Liabilities	$0
Net Assets	$590,734

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,806	$0

990-PF

Filed on Dec. 18, 2014

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

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Fiscal Year Ending Sept.
2013

Revenue

$73,648

Expenses

$47,248

Net Income

$26,400

Net Assets

$599,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,947	24.4%
Dividends	$0
Sales of Assets	$55,755	75.7%
Other Income	-$54

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,974	88.8%
Compensation of Officers*	$7,394	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$599,407
Total Liabilities	$0
Net Assets	$599,407

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$37,082

Expenses

$32,048

Net Income

$5,034

Net Assets

$575,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,634	42.2%
Sales of Assets	$22,008	59.3%
Other Income	-$560

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,193	81.7%
Compensation of Officers*	$6,529	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	$575,648
Total Liabilities	$0
Net Assets	$575,648

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.

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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

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Updated June 30, 2025

Marguerite Clickner Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $22.4k (2024)

Expenses $40k (2024)

Total Assets $611k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$22.4k (2024)

Expenses

$40k (2024)

Total Assets

$611k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002