Zita Charitable Trust

Shreveport, LA
Tax-exempt since Nov. 2008
EIN: 20-5177582

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.12M (2024)

Expenses

$1.15M (2024)

Total Assets

$29.5M (2024)

Total Liabilities

$6k (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

$3,118,758

Expenses

$1,147,470

Net Income

$1,971,288

Net Assets

$29,464,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,141,593	36.6%
Interest Revenue	$0
Dividends	$1,207,102	38.7%
Sales of Assets	$770,063	24.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,073,336	93.5%
Compensation of Officers*	$103,194	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,470,702
Total Liabilities	$6,000
Net Assets	$29,464,702

Compensation

Key Employees and Officers	Compensation	Other
Argent Trust Company (Trustee)	$103,194	$0

990-PF

Filed on May 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$2,645,964

Expenses

$1,016,826

Net Income

$1,629,138

Net Assets

$27,384,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,128,010	80.4%
Interest Revenue	$0
Dividends	$807,783	30.5%
Sales of Assets	-$289,829
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$950,653	93.5%
Compensation of Officers*	$91,555	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,384,706
Total Liabilities	$0
Net Assets	$27,384,706

Compensation

Key Employees and Officers	Compensation	Other
Argent Trust Company (Trustee)	$91,555	$0

990-PF

Filed on May 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,638,446

Expenses

$1,097,362

Net Income

$541,084

Net Assets

$25,504,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$875,109	53.4%
Interest Revenue	$0
Dividends	$576,444	35.2%
Sales of Assets	$186,893	11.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$999,310	91.1%
Compensation of Officers*	$89,021	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,504,358
Total Liabilities	$0
Net Assets	$25,504,358

Compensation

Key Employees and Officers	Compensation	Other
Argent Trust Company (Trustee)	$89,021	$0

990-PF

Filed on May 18, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$4,116,114

Expenses

$915,940

Net Income

$3,200,174

Net Assets

$24,980,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,509,430	61.0%
Interest Revenue	$349	0.0%
Dividends	$510,802	12.4%
Sales of Assets	$1,095,533	26.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$832,482	90.9%
Compensation of Officers*	$88,478	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,980,048
Total Liabilities	$0
Net Assets	$24,980,048

Compensation

Key Employees and Officers	Compensation	Other
Argent Trust Company (Trustee)	$88,478	$0

990-PF

Filed on March 24, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$2,418,780

Expenses

$888,540

Net Income

$1,530,240

Net Assets

$21,768,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$239,506	9.9%
Interest Revenue	$869	0.0%
Dividends	$418,110	17.3%
Sales of Assets	$1,700,448	70.3%
Other Income	$59,847	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$818,055	92.1%
Compensation of Officers*	$85,657	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,768,863
Total Liabilities	$1
Net Assets	$21,768,862

Compensation

Key Employees and Officers	Compensation	Other
Argent Trust Company (Trustee)	$85,657	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$1,384,770

Expenses

$915,659

Net Income

$469,111

Net Assets

$20,509,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$488,301	35.3%
Interest Revenue	$40,244	2.9%
Dividends	$352,468	25.5%
Sales of Assets	$411,752	29.7%
Other Income	$92,005	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$776,067	84.8%
Compensation of Officers*	$59,341	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,780,347
Total Liabilities	$270,862
Net Assets	$20,509,485

Compensation

Key Employees and Officers	Compensation	Other
Argent Trust Company (Trustee)	$40,577	$0
Jpmorgan Chase Bank Na (Trustee)	$18,764	$0

990-PF

Filed on Oct. 1, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$2,143,020

Expenses

$459,155

Net Income

$1,683,865

Net Assets

$20,040,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,097,458	51.2%
Interest Revenue	$87,920	4.1%
Dividends	$334,618	15.6%
Sales of Assets	$618,508	28.9%
Other Income	$4,516	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$331,038	72.1%
Compensation of Officers*	$77,221	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,040,374
Total Liabilities	$0
Net Assets	$20,040,374

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$77,221	$0

990-PF

Filed on Aug. 27, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$1,953,704

Expenses

$196,510

Net Income

$1,757,194

Net Assets

$18,162,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$811,923	41.6%
Interest Revenue	$0
Dividends	$358,920	18.4%
Sales of Assets	$786,951	40.3%
Other Income	-$4,090

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,350	28.7%
Compensation of Officers*	$61,218	31.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,162,454
Total Liabilities	$0
Net Assets	$18,162,454

Compensation

Key Employees and Officers	Compensation	Other
Jpmorgan Chase Bank Na (Trustee)	$61,218	$0

990-PF

Filed on Nov. 1, 2018

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

View Filing

Schedules ▼

XML

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

$2,186,694

Expenses

$959,767

Net Income

$1,226,927

Net Assets

$15,485,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,344,164	61.5%
Interest Revenue	$0
Dividends	$235,912	10.8%
Sales of Assets	$253,428	11.6%
Other Income	$353,190	16.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$614,058	64.0%
Compensation of Officers*	$52,676	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,166,819
Total Liabilities	$1,681,064
Net Assets	$15,485,755

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$2,670,324

Expenses

$1,661,168

Net Income

$1,009,156

Net Assets

$14,423,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,109,093	41.5%
Interest Revenue	$0
Dividends	$280,392	10.5%
Sales of Assets	$945,368	35.4%
Other Income	$912	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,382,002	83.2%
Compensation of Officers*	$59,156	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,180,374
Total Liabilities	$1,756,675
Net Assets	$14,423,699

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$1,955,501

Expenses

$892,701

Net Income

$1,062,800

Net Assets

$13,458,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$825,117	42.2%
Interest Revenue	$0
Dividends	$242,049	12.4%
Sales of Assets	$548,115	28.0%
Other Income	$5,661	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$602,960	67.5%
Compensation of Officers*	$129,852	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,278,512
Total Liabilities	$1,820,159
Net Assets	$13,458,353

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$2,696,136

Expenses

$656,611

Net Income

$2,039,525

Net Assets

$12,387,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,418,222	52.6%
Interest Revenue	$0
Dividends	$189,954	7.0%
Sales of Assets	$752,238	27.9%
Other Income	$1,163	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$409,368	62.3%
Compensation of Officers*	$70,763	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,277,220
Total Liabilities	$1,889,658
Net Assets	$12,387,562

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,023,436

Expenses

$655,829

Net Income

$367,607

Net Assets

$10,332,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$281,270	27.5%
Interest Revenue	$0
Dividends	$160,389	15.7%
Sales of Assets	$245,830	24.0%
Other Income	$1,388	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$317,982	48.5%
Compensation of Officers*	$137,929	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	$12,652,837
Total Liabilities	$2,319,883
Net Assets	$10,332,954

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

990-PF

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

PDF

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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.

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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.

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Zita Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.12M (2024)

Expenses $1.15M (2024)

Total Assets $29.5M (2024)

Total Liabilities $6k (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

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

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

Revenue

$3.12M (2024)

Expenses

$1.15M (2024)

Total Assets

$29.5M (2024)

Total Liabilities

$6k (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