Margaret Swope Trust 2200183003

First Valley Bank
  • Dallas, TX
  • EIN: 23-6761954

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,416
Expenses
$11,879
Net Income
$6,537
Net Assets
$177,433
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,157
28.0%
Sales of Assets $13,259
72.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,016
84.3%
Compensation of Officers* $1,537
12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $177,433
Total Liabilities $0
Net Assets $177,433
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,537 $0

Document Links

990-PF
Filed on March 27, 2025

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,297
Expenses
$9,096
Net Income
-$3,799
Net Assets
$171,088
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,549
85.9%
Sales of Assets $244
4.6%
Other Income $504
9.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,563
83.1%
Compensation of Officers* $1,351
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $171,088
Total Liabilities $0
Net Assets $171,088
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,351 $0

Document Links

990-PF
Filed on April 22, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$4,048
Expenses
$13,696
Net Income
-$17,744
Net Assets
$174,962
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,608
Sales of Assets -$7,656
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,157
81.5%
Compensation of Officers* $1,410
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 $174,962
Total Liabilities $0
Net Assets $174,962
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,410 $0

Document Links

990-PF
Filed on April 21, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,300
Expenses
$11,738
Net Income
$28,562
Net Assets
$192,702
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,881
9.6%
Sales of Assets $36,419
90.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,821
83.7%
Compensation of Officers* $1,615
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $192,702
Total Liabilities $0
Net Assets $192,702
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,615 $0

Document Links

990-PF
Filed on May 5, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,974
Expenses
$13,167
Net Income
$807
Net Assets
$163,947
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,151
22.5%
Sales of Assets $10,823
77.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,421
86.7%
Compensation of Officers* $1,368
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 $163,948
Total Liabilities $1
Net Assets $163,947
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,368 $0

Document Links

990-PF
Filed on April 8, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,778
Expenses
$7,922
Net Income
$2,856
Net Assets
$162,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,202
39.0%
Sales of Assets $6,521
60.5%
Other Income $55
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,528
82.4%
Compensation of Officers* $1,298
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 $162,132
Total Liabilities $0
Net Assets $162,132

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,147
Expenses
$9,586
Net Income
-$3,439
Net Assets
$163,448
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,929
63.9%
Sales of Assets $1,911
31.1%
Other Income $307
5.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,691
90.7%
Compensation of Officers* $1,233
12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $163,448
Total Liabilities $0
Net Assets $163,448

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,622
Expenses
$10,058
Net Income
-$4,436
Net Assets
$167,087
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,500
62.3%
Sales of Assets $2,122
37.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,668
86.2%
Compensation of Officers* $1,346
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $167,087
Total Liabilities $0
Net Assets $167,087

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,927
Expenses
$9,076
Net Income
$9,851
Net Assets
$167,905
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,242
22.4%
Sales of Assets $14,735
77.9%
Other Income -$50
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,864
86.6%
Compensation of Officers* $1,297
14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $167,905
Total Liabilities $0
Net Assets $167,905

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,440
Expenses
$7,933
Net Income
$5,507
Net Assets
$158,214
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,972
29.6%
Sales of Assets $9,415
70.1%
Other Income $53
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,781
85.5%
Compensation of Officers* $1,293
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $158,214
Total Liabilities $0
Net Assets $158,214

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,911
Expenses
$8,275
Net Income
$3,636
Net Assets
$153,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,206
35.3%
Sales of Assets $7,841
65.8%
Other Income -$136
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,999
84.6%
Compensation of Officers* $1,296
15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $153,209
Total Liabilities $0
Net Assets $153,209

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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