James E Ward Trust Uw

Dallas, TX
Tax-exempt since Nov. 2012
EIN: 22-2589381

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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

$214k (2025)

Expenses

$138k (2025)

Total Assets

$1.84M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 Oct.
2025

Revenue

$213,603

Expenses

$137,542

Net Income

$76,061

Net Assets

$1,836,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,890	23.8%
Sales of Assets	$162,713	76.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,207	83.0%
Compensation of Officers*	$30,607	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,836,481
Total Liabilities	$0
Net Assets	$1,836,481

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$30,607	$0

990-PF

Filed on Jan. 31, 2026

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

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Fiscal Year Ending Oct.
2024

Revenue

$64,485

Expenses

$113,082

Net Income

-$48,597

Net Assets

$1,781,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,235	71.7%
Sales of Assets	$13,824	21.4%
Other Income	$4,426	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,432	81.7%
Compensation of Officers*	$29,125	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,781,115
Total Liabilities	$0
Net Assets	$1,781,115

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$29,125	$0

990-PF

Filed on Jan. 23, 2025

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

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XML

Fiscal Year Ending Oct.
2023

Revenue

-$12,654

Expenses

$99,457

Net Income

-$112,111

Net Assets

$1,755,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,833
Sales of Assets	-$52,487
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,695	73.1%
Compensation of Officers*	$25,942	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,755,130
Total Liabilities	$0
Net Assets	$1,755,130

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$25,942	$0

990-PF

Filed on Jan. 31, 2024

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

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Fiscal Year Ending Oct.
2022

Revenue

$342,520

Expenses

$144,968

Net Income

$197,552

Net Assets

$1,808,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,583	11.0%
Sales of Assets	$304,937	89.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,750	86.1%
Compensation of Officers*	$27,245	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	$1,808,627
Total Liabilities	$0
Net Assets	$1,808,627

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$27,245	$0

990-PF

Filed on Feb. 28, 2023

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

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Fiscal Year Ending Oct.
2021

Revenue

$122,960

Expenses

$116,286

Net Income

$6,674

Net Assets

$1,934,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,830	25.9%
Sales of Assets	$91,130	74.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,458	78.6%
Compensation of Officers*	$30,075	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,934,062
Total Liabilities	$0
Net Assets	$1,934,062

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$30,075	$0

990-PF

Filed on Feb. 18, 2022

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

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Fiscal Year Ending Oct.
2020

Revenue

$139,712

Expenses

$106,366

Net Income

$33,346

Net Assets

$1,690,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,345	26.0%
Sales of Assets	$103,283	73.9%
Other Income	$84	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,311	84.0%
Compensation of Officers*	$25,061	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,690,795
Total Liabilities	$1
Net Assets	$1,690,794

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$25,061	$0

990-PF

Filed on Jan. 21, 2021

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

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Fiscal Year Ending Oct.
2019

Revenue

$94,716

Expenses

$105,818

Net Income

-$11,102

Net Assets

$1,663,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,884	37.9%
Sales of Assets	$58,832	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,621	82.8%
Compensation of Officers*	$24,597	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,663,541
Total Liabilities	$0
Net Assets	$1,663,541

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$24,597	$0

990-PF

Filed on Dec. 17, 2019

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

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Fiscal Year Ending Oct.
2018

Revenue

$157,236

Expenses

$123,598

Net Income

$33,638

Net Assets

$1,694,507

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,170	21.7%
Sales of Assets	$123,066	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,747	83.9%
Compensation of Officers*	$26,003	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	$1,694,507
Total Liabilities	$0
Net Assets	$1,694,507

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$26,003	$0

990-PF

Filed on Dec. 10, 2018

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

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Fiscal Year Ending Oct.
2017

Revenue

$79,327

Expenses

$85,813

Net Income

-$6,486

Net Assets

$1,663,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,577	44.8%
Sales of Assets	$43,750	55.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,718	80.1%
Compensation of Officers*	$24,566	28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,663,292
Total Liabilities	$0
Net Assets	$1,663,292

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$24,566	$0

990-PF

Filed on Dec. 4, 2017

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

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Fiscal Year Ending Oct.
2016

Revenue

$29

Expenses

$100,390

Net Income

-$100,361

Net Assets

$1,631,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,292	> 100%
Sales of Assets	-$41,655
Other Income	$1,392	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,901	84.6%
Compensation of Officers*	$23,336	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,631,473
Total Liabilities	$0
Net Assets	$1,631,473

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$23,336	$0

990-PF

Filed on Jan. 9, 2017

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

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Fiscal Year Ending Oct.
2015

Revenue

$55,173

Expenses

$108,590

Net Income

-$53,417

Net Assets

$1,734,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,539	69.9%
Sales of Assets	$16,634	30.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,736	81.7%
Compensation of Officers*	$25,030	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,734,544
Total Liabilities	$0
Net Assets	$1,734,544

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$25,030	$0

990-PF

Filed on Jan. 15, 2016

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

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Fiscal Year Ending Oct.
2014

Revenue

$220,529

Expenses

$105,125

Net Income

$115,404

Net Assets

$1,776,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,944	12.7%
Sales of Assets	$190,494	86.4%
Other Income	$2,091	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,702	85.3%
Compensation of Officers*	$25,310	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,776,874
Total Liabilities	$0
Net Assets	$1,776,874

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$25,310	$0

990-PF

Filed on Dec. 2, 2014

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

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Fiscal Year Ending Oct.
2013

Revenue

$68,345

Expenses

$98,306

Net Income

-$29,961

Net Assets

$1,620,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,937	62.8%
Sales of Assets	$25,408	37.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,124	81.5%
Compensation of Officers*	$20,900	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,620,974
Total Liabilities	$0
Net Assets	$1,620,974

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Revenue

$172,044

Expenses

$76,931

Net Income

$95,113

Net Assets

$1,645,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,240	22.8%
Sales of Assets	$128,868	74.9%
Other Income	$3,936	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,576	86.5%
Compensation of Officers*	$16,369	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,645,120
Total Liabilities	$0
Net Assets	$1,645,120

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$72,567

Expenses

$89,320

Net Income

-$16,753

Net Assets

$1,549,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,973	77.1%
Sales of Assets	$16,684	23.0%
Other Income	-$90

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,081	74.0%
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	$1,549,576
Total Liabilities	$0
Net Assets	$1,549,576

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

James E Ward Trust Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $214k (2025)

Expenses $138k (2025)

Total Assets $1.84M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Oct. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$214k (2025)

Expenses

$138k (2025)

Total Assets

$1.84M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Oct.
2025

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

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2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

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