Edward R And Ruby J@Lea Charitable Trust B

James L Bass Ttee

Carthage, TN
Tax-exempt since Sept. 2007
EIN: 20-6862914

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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

$68k (2024)

Expenses

$37.3k (2024)

Total Assets

$571k (2024)

Total Liabilities

$0 (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

$68,036

Expenses

$37,329

Net Income

$30,707

Net Assets

$571,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,833	43.8%
Sales of Assets	$38,350	56.4%
Other Income	-$147

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,524	79.1%
Compensation of Officers*	$6,699	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$571,066
Total Liabilities	$0
Net Assets	$571,066

Compensation

Key Employees and Officers	Compensation	Other
David Bass (Trustee)	$6,699	$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

$45,730

Expenses

$30,488

Net Income

$15,242

Net Assets

$540,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,099	63.6%
Sales of Assets	$16,900	37.0%
Other Income	-$269

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,904	85.0%
Compensation of Officers*	$2,195	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$540,359
Total Liabilities	$0
Net Assets	$540,359

Compensation

Key Employees and Officers	Compensation	Other
David Bass (Trustee)	$2,195	$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

$39,521

Expenses

$27,782

Net Income

$11,739

Net Assets

$525,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,487	67.0%
Sales of Assets	$12,038	30.5%
Other Income	$996	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,759	81.9%
Compensation of Officers*	$2,313	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	$525,117
Total Liabilities	$0
Net Assets	$525,117

Compensation

Key Employees and Officers	Compensation	Other
David Bass (Trustee)	$2,313	$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

$35,694

Expenses

$40,584

Net Income

-$4,890

Net Assets

$513,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,832	66.8%
Sales of Assets	$12,424	34.8%
Other Income	-$562

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,159	84.2%
Compensation of Officers*	$4,961	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$513,378
Total Liabilities	$0
Net Assets	$513,378

Compensation

Key Employees and Officers	Compensation	Other
David Bass (Trustee)	$4,961	$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

$10,600

Expenses

$24,177

Net Income

-$13,577

Net Assets

$518,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,172	> 100%
Sales of Assets	$0
Other Income	$2,178	20.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,667	85.5%
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	$528,098
Total Liabilities	$9,830
Net Assets	$518,268

Compensation

Key Employees and Officers	Compensation	Other
David Bass (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

$8,172

Expenses

$61,284

Net Income

-$53,112

Net Assets

$531,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,662	> 100%
Sales of Assets	$0
Other Income	$1,037	12.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,706	79.5%
Compensation of Officers*	$4,500	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$531,845
Total Liabilities	$1
Net Assets	$531,844

Compensation

Key Employees and Officers	Compensation	Other
James L Bass (Trustee)	$4,500	$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

$21,630

Expenses

$48,157

Net Income

-$26,527

Net Assets

$584,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,115	60.6%
Sales of Assets	$8,346	38.6%
Other Income	$169	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,200	71.0%
Compensation of Officers*	$5,000	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	$584,957
Total Liabilities	$0
Net Assets	$584,957

Compensation

Key Employees and Officers	Compensation	Other
James L Bass (Trustee)	$5,000	$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

$26,573

Expenses

$15,312

Net Income

$11,261

Net Assets

$611,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,137	45.7%
Sales of Assets	$14,316	53.9%
Other Income	$120	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,215	47.1%
Compensation of Officers*	$5,000	32.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$611,484
Total Liabilities	$0
Net Assets	$611,484

Compensation

Key Employees and Officers	Compensation	Other
James L Bass (Trustee)	$5,000	$0

990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$24,567

Expenses

$38,913

Net Income

-$14,346

Net Assets

$600,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,854	48.3%
Sales of Assets	$12,472	50.8%
Other Income	$241	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,922	76.9%
Compensation of Officers*	$5,400	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$600,223
Total Liabilities	$0
Net Assets	$600,223

Compensation

Key Employees and Officers	Compensation	Other
James L Bass (Trustee)	$5,400	$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

$22,368

Expenses

$39,946

Net Income

-$17,578

Net Assets

$614,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,442	46.7%
Sales of Assets	$8,028	35.9%
Other Income	$3,898	17.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,590	81.6%
Compensation of Officers*	$3,500	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$614,569
Total Liabilities	$0
Net Assets	$614,569

Compensation

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

$30,155

Expenses

$40,522

Net Income

-$10,367

Net Assets

$632,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,529	44.9%
Sales of Assets	$16,626	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,905	78.7%
Compensation of Officers*	$2,000	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$632,147
Total Liabilities	$0
Net Assets	$632,147

Compensation

Key Employees and Officers	Compensation	Other
James L Bass (Trustee)	$2,000	$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

$19,158

Expenses

$31,450

Net Income

-$12,292

Net Assets

$642,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,341	80.1%
Sales of Assets	$3,032	15.8%
Other Income	$785	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,838	75.8%
Compensation of Officers*	$1,619	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$642,514
Total Liabilities	$0
Net Assets	$642,514

Compensation

Key Employees and Officers	Compensation	Other
James L Bass (Trustee)	$1,619	$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

$19,226

Expenses

$44,787

Net Income

-$25,561

Net Assets

$654,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,090	31.7%
Dividends	$13,136	68.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,858	82.3%
Compensation of Officers*	$1,480	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$654,806
Total Liabilities	$1
Net Assets	$654,805

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$14,819

Expenses

$19,260

Net Income

-$4,441

Net Assets

$477,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,294	76.2%
Dividends	$3,500	23.6%
Sales of Assets	$25	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,175	73.6%
Compensation of Officers*	$1,615	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$477,867
Total Liabilities	$1
Net Assets	$477,866

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 B

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $68k (2024)

Expenses $37.3k (2024)

Total Assets $571k (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

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

$68k (2024)

Expenses

$37.3k (2024)

Total Assets

$571k (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