Nellie M Ulshafer Trust Uw

2200203009

Dallas, TX
Tax-exempt since Jan. 2012
EIN: 23-7687996

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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

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

$118,436

Expenses

$76,628

Net Income

$41,808

Net Assets

$1,110,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,533	26.6%
Sales of Assets	$86,903	73.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,073	81.0%
Compensation of Officers*	$18,336	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,110,089
Total Liabilities	$0
Net Assets	$1,110,089

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$18,336	$0

990-PF

Filed on March 20, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$30,203

Expenses

$58,674

Net Income

-$28,471

Net Assets

$1,069,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,906	92.4%
Sales of Assets	-$685
Other Income	$2,982	9.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,718	79.6%
Compensation of Officers*	$16,194	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,069,434
Total Liabilities	$0
Net Assets	$1,069,434

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$16,194	$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

-$30,919

Expenses

$86,127

Net Income

-$117,046

Net Assets

$1,098,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,129
Sales of Assets	-$53,048
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,388	79.4%
Compensation of Officers*	$16,900	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	$1,098,280
Total Liabilities	$0
Net Assets	$1,098,280

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$16,900	$0

990-PF

Filed on April 26, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$244,851

Expenses

$77,070

Net Income

$167,781

Net Assets

$1,215,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,884	9.8%
Sales of Assets	$220,967	90.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,631	80.0%
Compensation of Officers*	$19,503	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,215,200
Total Liabilities	$0
Net Assets	$1,215,200

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$19,503	$0

990-PF

Filed on May 3, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$90,682

Expenses

$82,301

Net Income

$8,381

Net Assets

$1,013,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,596	21.6%
Sales of Assets	$71,086	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,443	84.4%
Compensation of Officers*	$16,491	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,013,974
Total Liabilities	$1
Net Assets	$1,013,973

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$16,491	$0

990-PF

Filed on April 8, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$57,254

Expenses

$53,153

Net Income

$4,101

Net Assets

$1,034,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,077	45.5%
Sales of Assets	$30,903	54.0%
Other Income	$274	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,145	79.3%
Compensation of Officers*	$15,708	29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,034,209
Total Liabilities	$1
Net Assets	$1,034,208

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$15,708	$0

990-PF

Filed on April 16, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$84,248

Expenses

$72,505

Net Income

$11,743

Net Assets

$1,041,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,002	26.1%
Sales of Assets	$62,246	73.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,148	80.2%
Compensation of Officers*	$16,020	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,041,475
Total Liabilities	$0
Net Assets	$1,041,475

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$16,020	$0

990-PF

Filed on April 29, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$90,459

Expenses

$62,804

Net Income

$27,655

Net Assets

$1,026,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,724	24.0%
Sales of Assets	$68,259	75.5%
Other Income	$476	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,703	82.3%
Compensation of Officers*	$15,612	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,026,540
Total Liabilities	$0
Net Assets	$1,026,540

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$15,612	$0

990-PF

Filed on April 19, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$3,234

Expenses

$59,482

Net Income

-$62,716

Net Assets

$1,016,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,524
Sales of Assets	-$25,354
Other Income	$596

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,920	82.2%
Compensation of Officers*	$14,351	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,016,852
Total Liabilities	$0
Net Assets	$1,016,852

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$14,351	$0

990-PF

Filed on April 24, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$73,309

Expenses

$65,573

Net Income

$7,736

Net Assets

$1,090,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,930	32.6%
Sales of Assets	$49,379	67.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,587	83.2%
Compensation of Officers*	$14,803	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	$1,090,542
Total Liabilities	$0
Net Assets	$1,090,542

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$14,803	$0

990-PF

Filed on April 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$127,225

Expenses

$68,006

Net Income

$59,219

Net Assets

$1,085,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,703	16.3%
Sales of Assets	$106,522	83.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,205	84.1%
Compensation of Officers*	$15,332	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,085,485
Total Liabilities	$0
Net Assets	$1,085,485

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$15,332	$0

990-PF

Filed on April 8, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$47,023

Expenses

$60,402

Net Income

-$13,379

Net Assets

$1,000,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,282	47.4%
Sales of Assets	$24,633	52.4%
Other Income	$108	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,994	84.4%
Compensation of Officers*	$13,990	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,000,987
Total Liabilities	$0
Net Assets	$1,000,987

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$37,068

Expenses

$50,227

Net Income

-$13,159

Net Assets

$1,014,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,810	75.0%
Sales of Assets	$9,244	24.9%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,793	81.2%
Compensation of Officers*	$11,194	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,014,071
Total Liabilities	$0
Net Assets	$1,014,071

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$70,293

Expenses

$59,836

Net Income

$10,457

Net Assets

$1,027,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,094	58.5%
Sales of Assets	$29,199	41.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,423	87.6%
Compensation of Officers*	$10,535	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,027,822
Total Liabilities	$0
Net Assets	$1,027,822

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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.
2009

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.

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 April 20, 2026

Nellie M Ulshafer Trust Uw

Organization summary

Type of Nonprofit

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

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

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