Josephine D Bedle Trust

Dallas, TX
Tax-exempt since Aug. 2011
EIN: 22-6248950

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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

$294k (2024)

Expenses

$194k (2024)

Total Assets

$2.97M (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

$293,564

Expenses

$193,657

Net Income

$99,907

Net Assets

$2,969,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,993	29.0%
Sales of Assets	$208,571	71.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,106	86.8%
Compensation of Officers*	$32,688	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,969,240
Total Liabilities	$0
Net Assets	$2,969,240

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$32,688	$0

990-PF

Filed on March 27, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$91,395

Expenses

$148,387

Net Income

-$56,992

Net Assets

$2,872,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,487	82.6%
Sales of Assets	$8,404	9.2%
Other Income	$7,504	8.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,160	85.7%
Compensation of Officers*	$28,877	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,872,314
Total Liabilities	$0
Net Assets	$2,872,314

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$28,877	$0

990-PF

Filed on April 16, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

-$96,241

Expenses

$248,262

Net Income

-$344,503

Net Assets

$2,943,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,024
Sales of Assets	-$156,265
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,535	86.8%
Compensation of Officers*	$28,870	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,943,223
Total Liabilities	$0
Net Assets	$2,943,223

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$28,870	$0

990-PF

Filed on May 10, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$643,641

Expenses

$191,563

Net Income

$452,078

Net Assets

$3,275,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,025	9.9%
Sales of Assets	$579,616	90.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,911	85.0%
Compensation of Officers*	$30,791	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	$3,275,065
Total Liabilities	$0
Net Assets	$3,275,065

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$30,791	$0

990-PF

Filed on April 29, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$209,815

Expenses

$182,416

Net Income

$27,399

Net Assets

$2,773,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,845	24.7%
Sales of Assets	$157,970	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,920	87.7%
Compensation of Officers*	$26,807	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,773,549
Total Liabilities	$1
Net Assets	$2,773,548

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$26,807	$0

990-PF

Filed on April 28, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$157,672

Expenses

$149,509

Net Income

$8,163

Net Assets

$2,753,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,382	43.4%
Sales of Assets	$84,876	53.8%
Other Income	$4,414	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,455	87.9%
Compensation of Officers*	$26,466	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,753,035
Total Liabilities	$1
Net Assets	$2,753,034

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$26,466	$0

990-PF

Filed on April 30, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$216,366

Expenses

$182,809

Net Income

$33,557

Net Assets

$2,772,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,109	26.9%
Sales of Assets	$158,257	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,401	81.7%
Compensation of Officers*	$26,746	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,772,767
Total Liabilities	$0
Net Assets	$2,772,767

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$26,746	$0

990-PF

Filed on April 24, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$421,627

Expenses

$152,237

Net Income

$269,390

Net Assets

$2,726,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,875	13.3%
Sales of Assets	$362,914	86.1%
Other Income	$2,838	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,716	88.5%
Compensation of Officers*	$24,934	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,726,945
Total Liabilities	$0
Net Assets	$2,726,945

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$24,934	$0

990-PF

Filed on April 19, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$121,498

Expenses

$177,529

Net Income

-$56,031

Net Assets

$2,497,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,060	47.8%
Sales of Assets	$63,438	52.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,833	88.9%
Compensation of Officers*	$18,848	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,497,269
Total Liabilities	$0
Net Assets	$2,497,269

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$18,848	$0

990-PF

Filed on April 14, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$261,671

Expenses

$39,683

Net Income

$221,988

Net Assets

$2,557,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,691	26.6%
Sales of Assets	$191,980	73.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,104	65.8%
Compensation of Officers*	$16,823	42.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,557,463
Total Liabilities	$0
Net Assets	$2,557,463

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$16,823	$0

990-PF

Filed on April 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$271,420

Expenses

$276,698

Net Income

-$5,278

Net Assets

$2,326,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,936	18.0%
Sales of Assets	$222,484	82.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$263,531	95.2%
Compensation of Officers*	$15,765	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,326,303
Total Liabilities	$0
Net Assets	$2,326,303

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$15,765	$0

990-PF

Filed on April 22, 2015

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

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$128,412

Expenses

$98,035

Net Income

$30,377

Net Assets

$2,312,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,672	33.2%
Sales of Assets	$83,394	64.9%
Other Income	$2,346	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,897	92.7%
Compensation of Officers*	$10,809	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,312,197
Total Liabilities	$0
Net Assets	$2,312,197

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$85,837

Expenses

$120,758

Net Income

-$34,921

Net Assets

$2,281,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,167	59.6%
Sales of Assets	$34,670	40.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,292	89.7%
Compensation of Officers*	$6,405	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,281,470
Total Liabilities	$0
Net Assets	$2,281,470

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$270,873

Expenses

$129,191

Net Income

$141,682

Net Assets

$2,316,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,065	29.2%
Sales of Assets	$191,808	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,612	92.6%
Compensation of Officers*	$5,818	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,316,147
Total Liabilities	$0
Net Assets	$2,316,147

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

Josephine D Bedle Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $294k (2024)

Expenses $194k (2024)

Total Assets $2.97M (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

Document Links

990-PF

Revenue

$294k (2024)

Expenses

$194k (2024)

Total Assets

$2.97M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2015

Fiscal Year Ending Dec.
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2013

Fiscal Year Ending Dec.
2012

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2011

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