Albert Whitman Trust Nect

Dallas, TX
Tax-exempt since Jan. 1900
EIN: 36-6042550

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$88.1k (2024)

Expenses

$59.5k (2024)

Total Assets

$845k (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

$88,128

Expenses

$59,487

Net Income

$28,641

Net Assets

$845,410

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,735	28.1%
Sales of Assets	$63,393	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,568	81.6%
Compensation of Officers*	$14,088	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$845,410
Total Liabilities	$0
Net Assets	$845,410

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$14,088	$0

990-PF

Filed on March 20, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$29,001

Expenses

$46,137

Net Income

-$17,136

Net Assets

$817,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,018	75.9%
Sales of Assets	$4,612	15.9%
Other Income	$2,371	8.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,677	79.5%
Compensation of Officers*	$12,615	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$817,678
Total Liabilities	$0
Net Assets	$817,678

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$12,615	$0

990-PF

Filed on April 16, 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

-$22,367

Expenses

$67,813

Net Income

-$90,180

Net Assets

$835,178

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,409
Sales of Assets	-$39,776
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,630	79.1%
Compensation of Officers*	$13,312	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	$835,178
Total Liabilities	$0
Net Assets	$835,178

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$13,312	$0

990-PF

Filed on April 11, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$197,765

Expenses

$60,613

Net Income

$137,152

Net Assets

$925,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,654	9.4%
Sales of Assets	$179,111	90.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,513	80.0%
Compensation of Officers*	$15,116	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	$925,267
Total Liabilities	$0
Net Assets	$925,267

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$15,116	$0

990-PF

Filed on April 6, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$72,872

Expenses

$57,787

Net Income

$15,085

Net Assets

$787,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,269	21.0%
Sales of Assets	$57,603	79.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,630	82.4%
Compensation of Officers*	$12,502	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$787,176
Total Liabilities	$1
Net Assets	$787,175

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$12,502	$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 ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$50,934

Expenses

$47,411

Net Income

$3,523

Net Assets

$772,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,388	40.0%
Sales of Assets	$30,305	59.5%
Other Income	$241	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,720	81.7%
Compensation of Officers*	$12,140	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$772,041
Total Liabilities	$1
Net Assets	$772,040

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$12,140	$0

990-PF

Filed on March 26, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$74,999

Expenses

$56,937

Net Income

$18,062

Net Assets

$775,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,099	22.8%
Sales of Assets	$57,900	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,254	79.5%
Compensation of Officers*	$12,480	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$775,239
Total Liabilities	$0
Net Assets	$775,239

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$12,480	$0

990-PF

Filed on May 2, 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

$81,573

Expenses

$44,289

Net Income

$37,284

Net Assets

$755,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,840	20.6%
Sales of Assets	$64,733	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,486	80.1%
Compensation of Officers*	$11,949	27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$755,976
Total Liabilities	$0
Net Assets	$755,976

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$11,949	$0

990-PF

Filed on March 29, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$12,391

Expenses

$41,163

Net Income

-$28,772

Net Assets

$732,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,650	> 100%
Sales of Assets	-$4,259
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,655	81.8%
Compensation of Officers*	$11,113	27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$732,408
Total Liabilities	$0
Net Assets	$732,408

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$11,113	$0

990-PF

Filed on March 31, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$30,826

Expenses

$62,988

Net Income

-$32,162

Net Assets

$766,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,141	62.1%
Sales of Assets	$11,685	37.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,933	87.2%
Compensation of Officers*	$11,837	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$766,720
Total Liabilities	$0
Net Assets	$766,720

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$11,837	$0

990-PF

Filed on April 7, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$30,296

Expenses

$50,122

Net Income

-$19,826

Net Assets

$796,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,441	57.6%
Sales of Assets	$12,567	41.5%
Other Income	$288	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,857	83.5%
Compensation of Officers*	$12,751	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$796,518
Total Liabilities	$0
Net Assets	$796,518

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$12,751	$0

990-PF

Filed on March 25, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$41,006

Expenses

$52,424

Net Income

-$11,418

Net Assets

$803,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,721	45.7%
Sales of Assets	$22,458	54.8%
Other Income	-$173

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,104	80.3%
Compensation of Officers*	$12,251	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	$803,050
Total Liabilities	$0
Net Assets	$803,050

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$85,546

Expenses

$45,579

Net Income

$39,967

Net Assets

$815,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,200	21.3%
Sales of Assets	$67,334	78.7%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,508	82.3%
Compensation of Officers*	$10,969	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	$815,488
Total Liabilities	$0
Net Assets	$815,488

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$87,988

Expenses

$81,650

Net Income

$6,338

Net Assets

$774,601

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,610	34.8%
Sales of Assets	$55,947	63.6%
Other Income	$1,431	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,506	91.3%
Compensation of Officers*	$10,330	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$774,601
Total Liabilities	$0
Net Assets	$774,601

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.

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Updated September 25, 2025

Albert Whitman Trust Nect

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $88.1k (2024)

Expenses $59.5k (2024)

Total Assets $845k (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

$88.1k (2024)

Expenses

$59.5k (2024)

Total Assets

$845k (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

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001