Edward R And Ruby J@Lea Charitable Trust A

James L Bass Ttee

Carthage, TN
Tax-exempt since Sept. 2007
EIN: 20-6862913

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$62.2k (2024)

Expenses

$29.1k (2024)

Total Assets

$377k (2024)

Total Liabilities

$46.7k (2024)

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

$62,172

Expenses

$29,112

Net Income

$33,060

Net Assets

$329,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,074	32.3%
Sales of Assets	$42,339	68.1%
Other Income	-$241

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,495	77.3%
Compensation of Officers*	$6,087	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	$376,654
Total Liabilities	$46,669
Net Assets	$329,985

Compensation

Key Employees and Officers	Compensation	Other
David Bass (Trustee)	$6,087	$0

990-PF

Filed on Nov. 17, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$35,930

Expenses

$24,136

Net Income

$11,794

Net Assets

$296,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,879	55.3%
Sales of Assets	$16,883	47.0%
Other Income	-$832

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,340	84.3%
Compensation of Officers*	$1,200	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$342,867
Total Liabilities	$45,942
Net Assets	$296,925

Compensation

Key Employees and Officers	Compensation	Other
David Bass (Trustee)	$1,200	$0

990-PF

Filed on Nov. 15, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$28,307

Expenses

$18,871

Net Income

$9,436

Net Assets

$285,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,738	55.6%
Sales of Assets	$12,537	44.3%
Other Income	$32	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,749	78.2%
Compensation of Officers*	$1,404	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$331,077
Total Liabilities	$45,946
Net Assets	$285,131

Compensation

Key Employees and Officers	Compensation	Other
David Bass (Trustee)	$1,404	$0

990-PF

Filed on Nov. 15, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$24,153

Expenses

$28,834

Net Income

-$4,681

Net Assets

$275,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,779	65.3%
Sales of Assets	$7,957	32.9%
Other Income	$417	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,579	81.8%
Compensation of Officers*	$3,000	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$321,637
Total Liabilities	$45,942
Net Assets	$275,695

Compensation

Key Employees and Officers	Compensation	Other
David Bass (Trustee)	$3,000	$0

990-PF

Filed on Nov. 16, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$1,400

Expenses

$19,285

Net Income

-$17,885

Net Assets

$280,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,959	> 100%
Sales of Assets	$0
Other Income	$2,525	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,670	81.3%
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	$341,988
Total Liabilities	$61,612
Net Assets	$280,376

Compensation

Key Employees and Officers	Compensation	Other
David Bass Attorney (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

-$691

Expenses

$42,201

Net Income

-$42,892

Net Assets

$298,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,814
Sales of Assets	$0
Other Income	$2,796

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,595	77.2%
Compensation of Officers*	$3,500	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$344,203
Total Liabilities	$45,942
Net Assets	$298,261

Compensation

Key Employees and Officers	Compensation	Other
James L Bass Attorney (Trustee)	$3,500	$0

990-PF

Filed on Nov. 16, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$12,534

Expenses

$33,877

Net Income

-$21,343

Net Assets

$341,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,245	97.7%
Sales of Assets	-$9,540
Other Income	$9,829	78.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,295	68.8%
Compensation of Officers*	$3,500	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$370,095
Total Liabilities	$28,942
Net Assets	$341,153

Compensation

Key Employees and Officers	Compensation	Other
James L Bass Attorney (Trustee)	$3,500	$0

990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$17,857

Expenses

$13,257

Net Income

$4,600

Net Assets

$362,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,593	42.5%
Sales of Assets	$9,848	55.1%
Other Income	$416	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,247	47.1%
Compensation of Officers*	$3,000	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$390,439
Total Liabilities	$27,943
Net Assets	$362,496

Compensation

Key Employees and Officers	Compensation	Other
James L Bass Attorney (Trustee)	$3,000	$0

990-PF

Filed on May 14, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$17,953

Expenses

$31,647

Net Income

-$13,694

Net Assets

$357,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,636	42.5%
Sales of Assets	$8,288	46.2%
Other Income	$2,029	11.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,920	69.3%
Compensation of Officers*	$5,100	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$384,939
Total Liabilities	$27,043
Net Assets	$357,896

Compensation

Key Employees and Officers	Compensation	Other
James L Bass Attorney (Trustee)	$5,100	$0

990-PF

Filed on May 9, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$16,337

Expenses

$30,181

Net Income

-$13,844

Net Assets

$371,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,136	62.0%
Sales of Assets	$3,481	21.3%
Other Income	$2,720	16.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,350	74.1%
Compensation of Officers*	$3,000	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$398,447
Total Liabilities	$26,857
Net Assets	$371,590

Compensation

Key Employees and Officers	Compensation	Other
James L Bass Attorney (Trustee)	$3,000	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$24,250

Expenses

$30,342

Net Income

-$6,092

Net Assets

$385,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,347	38.5%
Sales of Assets	$14,018	57.8%
Other Income	$885	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,103	66.3%
Compensation of Officers*	$2,500	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$412,291
Total Liabilities	$26,857
Net Assets	$385,434

Compensation

Key Employees and Officers	Compensation	Other
James L Bass Attorney (Trustee)	$2,500	$0

990-PF

Filed on May 15, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$10,650

Expenses

$32,304

Net Income

-$21,654

Net Assets

$391,526

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,322	59.4%
Sales of Assets	$3,014	28.3%
Other Income	$1,314	12.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,046	74.4%
Compensation of Officers*	$2,922	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	$406,383
Total Liabilities	$14,857
Net Assets	$391,526

Compensation

Key Employees and Officers	Compensation	Other
James L Bass Attorney (Trustee)	$2,922	$0

990-PF

Filed on May 7, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$6,190

Expenses

$92,484

Net Income

-$86,294

Net Assets

$413,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,189	100.0%
Dividends	$1	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,232	81.3%
Compensation of Officers*	$557	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$417,037
Total Liabilities	$3,857
Net Assets	$413,180

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,577

Expenses

$10,380

Net Income

-$4,803

Net Assets

$499,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,577	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,795	17.3%
Compensation of Officers*	$930	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	$503,331
Total Liabilities	$3,857
Net Assets	$499,474

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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Updated January 26, 2026

Edward R And Ruby J@Lea Charitable Trust A

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $62.2k (2024)

Expenses $29.1k (2024)

Total Assets $377k (2024)

Total Liabilities $46.7k (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

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

Compensation

Document Links

Revenue

$62.2k (2024)

Expenses

$29.1k (2024)

Total Assets

$377k (2024)

Total Liabilities

$46.7k (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