Barbara S Fales Scholarship Fund Charitable Remainder Unitrust

Fleet National Bank Ttee

Dallas, TX
Tax-exempt since Aug. 2005
EIN: 34-7183486

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$63.5k (2024)

Expenses

$25.3k (2024)

Total Assets

$657k (2024)

Total Liabilities

$0 (2024)

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

$63,452

Expenses

$25,256

Net Income

$38,196

Net Assets

$657,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,569	29.3%
Sales of Assets	$44,883	70.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,052	75.4%
Compensation of Officers*	$10,541	41.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$657,481
Total Liabilities	$0
Net Assets	$657,481

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$10,541	$0

990-PF

Filed on March 20, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$18,327

Expenses

$23,038

Net Income

-$4,711

Net Assets

$619,981

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,162	88.2%
Sales of Assets	$616	3.4%
Other Income	$1,549	8.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,745	77.0%
Compensation of Officers*	$9,261	40.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$619,981
Total Liabilities	$0
Net Assets	$619,981

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,261	$0

990-PF

Filed on March 26, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$15,241

Expenses

$26,137

Net Income

-$41,378

Net Assets

$624,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,431
Sales of Assets	-$27,672
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,906	68.5%
Compensation of Officers*	$9,459	36.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$624,951
Total Liabilities	$0
Net Assets	$624,951

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,459	$0

990-PF

Filed on April 11, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$132,051

Expenses

$25,208

Net Income

$106,843

Net Assets

$666,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,965	9.8%
Sales of Assets	$119,086	90.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,701	74.2%
Compensation of Officers*	$10,470	41.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$666,360
Total Liabilities	$0
Net Assets	$666,360

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$10,470	$0

990-PF

Filed on March 22, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$49,676

Expenses

$32,815

Net Income

$16,861

Net Assets

$554,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,483	21.1%
Sales of Assets	$39,193	78.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,225	83.0%
Compensation of Officers*	$8,577	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$554,418
Total Liabilities	$1
Net Assets	$554,417

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,577	$0

990-PF

Filed on March 26, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$35,680

Expenses

$42,050

Net Income

-$6,370

Net Assets

$539,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,080	39.5%
Sales of Assets	$21,478	60.2%
Other Income	$122	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,082	88.2%
Compensation of Officers*	$8,397	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	$539,630
Total Liabilities	$1
Net Assets	$539,629

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,397	$0

990-PF

Filed on March 26, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$48,967

Expenses

$62,930

Net Income

-$13,963

Net Assets

$552,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,050	24.6%
Sales of Assets	$36,917	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,390	91.2%
Compensation of Officers*	$8,783	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$552,072
Total Liabilities	$0
Net Assets	$552,072

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,783	$0

990-PF

Filed on April 4, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$57,068

Expenses

$51,994

Net Income

$5,074

Net Assets

$565,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,081	21.2%
Sales of Assets	$44,987	78.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,250	90.9%
Compensation of Officers*	$8,602	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$565,288
Total Liabilities	$0
Net Assets	$565,288

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,602	$0

990-PF

Filed on March 29, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

-$5

Expenses

$52,182

Net Income

-$52,187

Net Assets

$570,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,349
Sales of Assets	-$12,354
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,743	91.5%
Compensation of Officers*	$8,277	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$570,220
Total Liabilities	$0
Net Assets	$570,220

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,277	$0

990-PF

Filed on March 31, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$24,955

Expenses

$52,563

Net Income

-$27,608

Net Assets

$628,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,542	58.3%
Sales of Assets	$7,454	29.9%
Other Income	$2,959	11.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,354	92.0%
Compensation of Officers*	$9,063	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$628,505
Total Liabilities	$0
Net Assets	$628,505

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$9,063	$0

990-PF

Filed on April 7, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$10,425

Expenses

$59,515

Net Income

-$49,090

Net Assets

$658,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,684	> 100%
Sales of Assets	-$3,259
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,936	82.2%
Compensation of Officers*	$9,856	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$658,677
Total Liabilities	$0
Net Assets	$658,677

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$9,856	$0

990-PF

Filed on April 8, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$166,745

Expenses

$52,495

Net Income

$114,250

Net Assets

$691,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,102	7.9%
Sales of Assets	$153,720	92.2%
Other Income	-$77

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,334	92.1%
Compensation of Officers*	$8,893	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$691,802
Total Liabilities	$0
Net Assets	$691,802

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$22,222

Expenses

$54,591

Net Income

-$32,369

Net Assets

$578,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,841	62.3%
Sales of Assets	$8,381	37.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,737	92.9%
Compensation of Officers*	$8,095	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$578,819
Total Liabilities	$0
Net Assets	$578,819

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$41,973

Expenses

$65,483

Net Income

-$23,510

Net Assets

$611,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,481	48.8%
Sales of Assets	$21,492	51.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,108	93.3%
Compensation of Officers*	$8,713	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$611,160
Total Liabilities	$0
Net Assets	$611,160

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Updated March 23, 2026

Barbara S Fales Scholarship Fund Charitable Remainder Unitrust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $63.5k (2024)

Expenses $25.3k (2024)

Total Assets $657k (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

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

Revenue

$63.5k (2024)

Expenses

$25.3k (2024)

Total Assets

$657k (2024)

Total Liabilities

$0 (2024)

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

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