Trull Foundation

Palacios, TX
Tax-exempt since May 1969
EIN: 23-7423943

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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

$1.42M (2023)

Expenses

$2.24M (2023)

Total Assets

$23.3M (2023)

Total Liabilities

$7.78k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$1,422,278

Expenses

$2,236,325

Net Income

-$814,047

Net Assets

$23,304,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$929	0.1%
Dividends	$532,750	37.5%
Sales of Assets	$779,880	54.8%
Other Income	$108,719	7.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,901,588	85.0%
Compensation of Officers*	$82,647	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,312,540
Total Liabilities	$7,782
Net Assets	$23,304,758

Compensation

Key Employees and Officers	Compensation	Other
Nellie C Lee (Executive Di)	$82,647	$0
R Scott Trull (Chairman)	$0	$0
Sarah H Olfers (Trustee)	$0	$0
Cara P Herlin (Vice Chair)	$0	$0
Kristan Olfers (Trustee)	$0	$0
Craig Wallis (Trustee)	$0	$0

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990-PF

Filed on May 15, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$554,750

Expenses

$2,429,894

Net Income

-$1,875,144

Net Assets

$24,118,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$275	0.0%
Dividends	$497,040	89.6%
Sales of Assets	-$4,349
Other Income	$61,784	11.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,094,991	86.2%
Compensation of Officers*	$73,649	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,118,804
Total Liabilities	$0
Net Assets	$24,118,804

Compensation

Key Employees and Officers	Compensation	Other
R Scott Trull (Chairman)	$73,649	$0
Sarah H Olfers (Trustee)	$0	$0
Cara P Herlin (Vice Chair)	$0	$0
Kristan Olfers (Trustee)	$0	$0
Craig Wallis (Trustee)	$0	$0
Nellie C Lee (Executive Di)	$0	$0

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990-PF

Filed on May 30, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$7,897,618

Expenses

$2,121,588

Net Income

$5,776,030

Net Assets

$25,993,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,500	0.1%
Interest Revenue	$260	0.0%
Dividends	$563,236	7.1%
Sales of Assets	$7,228,011	91.5%
Other Income	$98,611	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,643,232	77.5%
Compensation of Officers*	$64,667	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,057,467
Total Liabilities	$63,519
Net Assets	$25,993,948

Compensation

Key Employees and Officers	Compensation	Other
Nellie C Lee (Executive Di)	$64,667	$0
R Scott Trull (Chairman)	$0	$0
Sarah H Olfers (Trustee)	$0	$0
Cara P Herlin (Vice Chair)	$0	$0
Kristan Olfers (Trustee)	$0	$0
Craig Wallis (Trustee)	$0	$0

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990-PF

Filed on Nov. 7, 2022

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

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$3,300,172

Expenses

$1,754,916

Net Income

$1,545,256

Net Assets

$20,206,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$433	0.0%
Dividends	$440,112	13.3%
Sales of Assets	$2,844,300	86.2%
Other Income	$15,327	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,503,297	85.7%
Compensation of Officers*	$58,000	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,210,520
Total Liabilities	$4,294
Net Assets	$20,206,226

Compensation

Key Employees and Officers	Compensation	Other
Nellie C Lee (Executive Di)	$58,000	$0
R Scott Trull (Chairman)	$0	$0
Sarah H Olfers (Trustee)	$0	$0
Cara P Herlin (Vice Chair)	$0	$0
Kristan Olfers (Trustee)	$0	$0
Craig Wallis (Trustee)	$0	$0

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990-PF

Filed on Nov. 4, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$2,113,752

Expenses

$1,676,867

Net Income

$436,885

Net Assets

$18,654,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$190	0.0%
Interest Revenue	$61	0.0%
Dividends	$543,725	25.7%
Sales of Assets	$1,546,739	73.2%
Other Income	$23,037	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,389,929	82.9%
Compensation of Officers*	$29,000	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,658,020
Total Liabilities	$3,775
Net Assets	$18,654,245

Compensation

Key Employees and Officers	Compensation	Other
Nellie C Lee (Executive Di)	$29,000	$0
R Scott Trull (Chairman)	$0	$0
Sarah H Olfers (Trustee)	$0	$0
Cara P Herlin (Vice Chair)	$0	$0
Kristen Olfers (Secretary)	$0	$0
Craig Wallis (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$2,930,591

Expenses

$1,565,858

Net Income

$1,364,733

Net Assets

$18,217,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$109	0.0%
Dividends	$533,589	18.2%
Sales of Assets	$2,330,956	79.5%
Other Income	$65,937	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,245,957	79.6%
Compensation of Officers*	$79,194	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	$18,251,457
Total Liabilities	$34,097
Net Assets	$18,217,360

Compensation

Key Employees and Officers	Compensation	Other
Lisa Harrison (Exec. Direct)	$79,194	$0
R Scott Trull (Chairman)	$0	$0
Sarah H Olfers (Trustee)	$0	$0
Cara P Herlin (Vice Chair)	$0	$0
Kristen Olfers (Secretary)	$0	$0
Craig Wallis (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$1,237,997

Expenses

$1,426,202

Net Income

-$188,205

Net Assets

$16,853,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49	0.0%
Dividends	$510,853	41.3%
Sales of Assets	$663,236	53.6%
Other Income	$63,859	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,081,651	75.8%
Compensation of Officers*	$68,231	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,861,018
Total Liabilities	$7,934
Net Assets	$16,853,084

Compensation

Key Employees and Officers	Compensation	Other
Lisa Harrison (Exec. Direct)	$68,231	$0
R Scott Trull (Chairman)	$0	$0
Sarah H Olfers (Assoc. Trust)	$0	$0
Cara P Herlin (Vice Chair)	$0	$0
Kristen Olfers (Secretary)	$0	$0

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990-PF

Filed on Nov. 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$1,121,619

Expenses

$2,789,018

Net Income

-$1,667,399

Net Assets

$17,041,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$68	0.0%
Dividends	$541,912	48.3%
Sales of Assets	$483,350	43.1%
Other Income	$96,289	8.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,016,823	72.3%
Compensation of Officers*	$67,200	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,043,942
Total Liabilities	$2,653
Net Assets	$17,041,289

Compensation

Key Employees and Officers	Compensation	Other
Lisa Harrison (Executive Dir.)	$67,200	$0
Colleen Claybourn (Director)	$0	$0
R Scott Trull (Chairman)	$0	$0
Sarah H Olfers (Assoc. Trustee)	$0	$0
Cara P Herlin (Vice Chair)	$0	$0
Craig A Wallis (Secretary/Treas)	$0	$0
Kristan Olfers (Trustee)	$0	$0

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990-PF

Filed on Sept. 26, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$1,783,917

Expenses

$2,939,662

Net Income

-$1,155,745

Net Assets

$18,479,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$109	0.0%
Dividends	$652,728	36.6%
Sales of Assets	$1,061,563	59.5%
Other Income	$69,517	3.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,698,182	91.8%
Compensation of Officers*	$83,681	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,483,560
Total Liabilities	$3,606
Net Assets	$18,479,954

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$2,671,836

Expenses

$2,578,757

Net Income

$93,079

Net Assets

$19,635,742

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77	0.0%
Dividends	$727,431	27.2%
Sales of Assets	$1,785,477	66.8%
Other Income	$158,851	5.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,355,447	91.3%
Compensation of Officers*	$56,156	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,638,935
Total Liabilities	$3,193
Net Assets	$19,635,742

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,951,554

Expenses

$2,590,658

Net Income

-$639,104

Net Assets

$19,857,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$180,000	9.2%
Interest Revenue	$66	0.0%
Dividends	$587,341	30.1%
Sales of Assets	$952,710	48.8%
Other Income	$231,437	11.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,301,680	88.8%
Compensation of Officers*	$51,929	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,861,971
Total Liabilities	$4,140
Net Assets	$19,857,831

Compensation

Key Employees and Officers	Compensation	Other
E Gail Purvis (Executive Dir.)	$51,929	$0
Colleen Claybourn (Director)	$0	$0
R Scott Trull (Chairman)	$0	$0
Sarah H Olfers (Trustee)	$0	$0
Cara P Herlin (Vice Chair)	$0	$0
Craig A Wallis (Secretary/Treas)	$0	$0

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990-PF

Filed on Aug. 8, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$1,144,208

Expenses

$2,445,834

Net Income

-$1,301,626

Net Assets

$20,496,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$142	0.0%
Dividends	$673,876	58.9%
Sales of Assets	$184,890	16.2%
Other Income	$285,300	24.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,158,787	88.3%
Compensation of Officers*	$51,700	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,499,299
Total Liabilities	$2,362
Net Assets	$20,496,937

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,932,101

Expenses

$2,412,219

Net Income

-$480,118

Net Assets

$21,798,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$151	0.0%
Dividends	$672,538	34.8%
Sales of Assets	$357,777	18.5%
Other Income	$901,635	46.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,970,655	81.7%
Compensation of Officers*	$49,700	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,798,770
Total Liabilities	$207
Net Assets	$21,798,563

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2000

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

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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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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.

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Trull Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.42M (2023)

Expenses $2.24M (2023)

Total Assets $23.3M (2023)

Total Liabilities $7.78k (2023)

Tax Filings by Year

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

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

Compensation

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

Extracted Financial Data

Revenue

$1.42M (2023)

Expenses

$2.24M (2023)

Total Assets

$23.3M (2023)

Total Liabilities

$7.78k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
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.
2004

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2003

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2002

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2001

Fiscal Year Ending Dec.
2000