Wilbur Lee Carter Charitable Trust

Dallas, TX
Tax-exempt since June 1960
EIN: 23-7420174

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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

$193k (2024)

Expenses

$235k (2024)

Total Assets

$3.59M (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 Dec.
2024

Revenue

$192,746

Expenses

$234,910

Net Income

-$42,164

Net Assets

$3,592,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$141,887	73.6%
Sales of Assets	$50,859	26.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,487	94.3%
Compensation of Officers*	$13,073	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,592,951
Total Liabilities	$0
Net Assets	$3,592,951

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America Na (Co Trustee)	$13,073	$0
W L Carter Jr (Co Trustee)	$0	$0
Charles T Hagan Iii (Co Trustee)	$0	$0

990-PF

Filed on May 2, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$168,219

Expenses

$195,249

Net Income

-$27,030

Net Assets

$3,637,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$127,921	76.0%
Sales of Assets	$40,298	24.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,896	93.2%
Compensation of Officers*	$11,483	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,637,887
Total Liabilities	$0
Net Assets	$3,637,887

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America Na (Co Trustee)	$11,483	$0
W L Carter Jr (Co Trustee)	$0	$0
Charles T Hagan Iii (Co Trustee)	$0	$0

990-PF

Filed on May 1, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$314,983

Expenses

$273,763

Net Income

$41,220

Net Assets

$3,663,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,466	32.8%
Sales of Assets	$211,517	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$255,662	93.4%
Compensation of Officers*	$11,621	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,663,569
Total Liabilities	$0
Net Assets	$3,663,569

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America Na (Co Trustee)	$11,621	$0
W L Carter Jr (Co Trustee)	$0	$0
Charles T Hagan Iii (Co Trustee)	$0	$0

990-PF

Filed on May 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$463,247

Expenses

$231,211

Net Income

$232,036

Net Assets

$3,629,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,147	21.0%
Sales of Assets	$364,131	78.6%
Other Income	$1,969	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,009	92.1%
Compensation of Officers*	$12,299	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	$3,629,604
Total Liabilities	$0
Net Assets	$3,629,604

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America Na (Co Trustee)	$12,299	$0
W L Carter Jr (Co Trustee)	$0	$0
Charles T Hagan Iii (Co Trustee)	$0	$0

990-PF

Filed on April 26, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$121,212

Expenses

$236,282

Net Income

-$115,070

Net Assets

$3,398,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,323	66.3%
Sales of Assets	$40,920	33.8%
Other Income	-$31

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,651	92.1%
Compensation of Officers*	$10,002	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,398,456
Total Liabilities	$1
Net Assets	$3,398,455

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America Na (Co Trustee)	$10,002	$0
W L Carter Jr (Co Trustee)	$0	$0
Charles T Hagan Iii (Co Trustee)	$0	$0

990-PF

Filed on July 19, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$260,894

Expenses

$193,560

Net Income

$67,334

Net Assets

$3,513,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,036	34.1%
Sales of Assets	$171,858	65.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,230	93.1%
Compensation of Officers*	$9,765	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,513,107
Total Liabilities	$1
Net Assets	$3,513,106

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America Na (Co Trustee)	$9,765	$0
W L Carter Jr (Co Trustee)	$0	$0
Charles T Hagan Iii (Co Trustee)	$0	$0

990-PF

Filed on May 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
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 Dec.
2017

Revenue

$270,143

Expenses

$283,813

Net Income

-$13,670

Net Assets

$3,481,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,678	36.5%
Sales of Assets	$171,465	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$271,931	95.8%
Compensation of Officers*	$10,271	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,481,874
Total Liabilities	$0
Net Assets	$3,481,874

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America Na (Co Trustee)	$10,271	$0
W L Carter Jr (Co Trustee)	$0	$0
Charles T Hagan Iii (Co Trustee)	$0	$0

990-PF

Filed on May 10, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2015

Revenue

$142,192

Expenses

$221,737

Net Income

-$79,545

Net Assets

$3,713,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,072	57.0%
Sales of Assets	$55,827	39.3%
Other Income	$5,293	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,470	90.0%
Compensation of Officers*	$8,886	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,713,578
Total Liabilities	$0
Net Assets	$3,713,578

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$471,256

Expenses

$208,203

Net Income

$263,053

Net Assets

$3,792,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,282	19.4%
Sales of Assets	$370,423	78.6%
Other Income	$9,551	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,792	91.6%
Compensation of Officers*	$9,855	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,792,186
Total Liabilities	$0
Net Assets	$3,792,186

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$287,536

Expenses

$192,610

Net Income

$94,926

Net Assets

$3,524,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,077	32.0%
Sales of Assets	$187,796	65.3%
Other Income	$7,663	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,654	95.4%
Compensation of Officers*	$10,134	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	$3,524,911
Total Liabilities	$0
Net Assets	$3,524,911

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$158,740

Expenses

$201,284

Net Income

-$42,544

Net Assets

$3,436,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,321	77.1%
Sales of Assets	$36,169	22.8%
Other Income	$250	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,898	91.9%
Compensation of Officers*	$10,224	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	$3,436,194
Total Liabilities	$0
Net Assets	$3,436,194

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$348,391

Expenses

$184,699

Net Income

$163,692

Net Assets

$3,482,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$145,527	41.8%
Sales of Assets	$202,864	58.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,355	91.2%
Compensation of Officers*	$6,587	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,482,131
Total Liabilities	$0
Net Assets	$3,482,131

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

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

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.

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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.

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Wilbur Lee Carter Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $193k (2024)

Expenses $235k (2024)

Total Assets $3.59M (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

No Extracted Financial Data

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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$193k (2024)

Expenses

$235k (2024)

Total Assets

$3.59M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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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

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001