Horace A Moses Charitable Tr

Fleet Investment Services

Dallas, TX
Tax-exempt since Dec. 1973
EIN: 23-7342412

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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.

Donations to this organization are tax deductible.

Revenue

$28k (2024)

Expenses

$52.3k (2024)

Total Assets

$759k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Oct.
2024

Revenue

$27,983

Expenses

$52,282

Net Income

-$24,299

Net Assets

$758,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,327	72.6%
Sales of Assets	$5,803	20.7%
Other Income	$1,853	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,847	82.0%
Compensation of Officers*	$12,292	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$758,782
Total Liabilities	$0
Net Assets	$758,782

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$12,292	$0

990-PF

Filed on Jan. 23, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

-$4,338

Expenses

$55,520

Net Income

-$59,858

Net Assets

$750,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,634
Sales of Assets	-$21,972
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,660	78.6%
Compensation of Officers*	$11,393	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$750,531
Total Liabilities	$0
Net Assets	$750,531

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$11,393	$0

990-PF

Filed on Feb. 29, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$147,433

Expenses

$67,419

Net Income

$80,014

Net Assets

$786,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,687	11.3%
Sales of Assets	$130,746	88.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,853	84.3%
Compensation of Officers*	$13,208	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$786,069
Total Liabilities	$0
Net Assets	$786,069

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$13,208	$0

990-PF

Filed on Feb. 28, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2021

Revenue

$65,839

Expenses

$54,827

Net Income

$11,012

Net Assets

$848,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,012	21.3%
Sales of Assets	$51,827	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,990	80.2%
Compensation of Officers*	$13,741	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$848,066
Total Liabilities	$0
Net Assets	$848,066

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$13,741	$0

990-PF

Filed on Feb. 18, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$53,167

Expenses

$48,547

Net Income

$4,620

Net Assets

$732,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,375	30.8%
Sales of Assets	$36,792	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,137	82.7%
Compensation of Officers*	$11,559	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$732,463
Total Liabilities	$1
Net Assets	$732,462

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$11,559	$0

990-PF

Filed on Jan. 21, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2019

Revenue

$49,211

Expenses

$49,430

Net Income

-$219

Net Assets

$728,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,189	32.9%
Sales of Assets	$33,022	67.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,419	79.7%
Compensation of Officers*	$11,195	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	$728,230
Total Liabilities	$0
Net Assets	$728,230

990-PF

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

PDF

Fiscal Year Ending Oct.
2018

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

990-PF

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

PDF

Fiscal Year Ending Oct.
2017

Revenue

$35,032

Expenses

$44,734

Net Income

-$9,702

Net Assets

$716,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,949	45.5%
Sales of Assets	$18,941	54.1%
Other Income	$142	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,848	82.4%
Compensation of Officers*	$10,878	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$716,557
Total Liabilities	$0
Net Assets	$716,557

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$10,878	$0

990-PF

Filed on Jan. 10, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2016

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

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Oct.
2015

Revenue

$43,832

Expenses

$48,767

Net Income

-$4,935

Net Assets

$753,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,552	46.9%
Sales of Assets	$23,280	53.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,071	84.2%
Compensation of Officers*	$11,421	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$753,814
Total Liabilities	$0
Net Assets	$753,814

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$11,421	$0

990-PF

Filed on Jan. 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2014

Revenue

$90,741

Expenses

$50,595

Net Income

$40,146

Net Assets

$755,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,738	22.9%
Sales of Assets	$70,003	77.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,323	81.7%
Compensation of Officers*	$11,878	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$755,539
Total Liabilities	$0
Net Assets	$755,539

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$11,878	$0

990-PF

Filed on Dec. 18, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$68,120

Expenses

$39,330

Net Income

$28,790

Net Assets

$766,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,085	32.4%
Sales of Assets	$46,093	67.7%
Other Income	-$58

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,283	79.5%
Compensation of Officers*	$10,799	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$766,999
Total Liabilities	$0
Net Assets	$766,999

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Revenue

$46,854

Expenses

$39,254

Net Income

$7,600

Net Assets

$703,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,272	45.4%
Sales of Assets	$26,033	55.6%
Other Income	-$451

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,288	82.3%
Compensation of Officers*	$10,403	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$703,383
Total Liabilities	$0
Net Assets	$703,383

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$32,440

Expenses

$40,298

Net Income

-$7,858

Net Assets

$695,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,771	57.9%
Sales of Assets	$13,024	40.1%
Other Income	$645	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,349	80.3%
Compensation of Officers*	$10,173	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$695,393
Total Liabilities	$0
Net Assets	$695,393

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.

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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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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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Updated January 26, 2026

Horace A Moses Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $28k (2024)

Expenses $52.3k (2024)

Total Assets $759k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

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

Document Links

990-PF

Fiscal Year Ending Oct. 2018

No Extracted Financial Data

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

No Extracted Financial Data

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

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$28k (2024)

Expenses

$52.3k (2024)

Total Assets

$759k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001