Charles F Barth Fbo Whaley Memorial Foundation

Dallas, TX
Tax-exempt since Nov. 1972
EIN: 38-6063154

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.

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 June
2025

Revenue

$30,376

Expenses

$21,554

Net Income

$8,822

Net Assets

$299,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,763	28.8%
Sales of Assets	$21,613	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,553	81.4%
Compensation of Officers*	$4,447	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$299,522
Total Liabilities	$0
Net Assets	$299,522

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,447	$0

990-PF

Filed on Oct. 2, 2025

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

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Fiscal Year Ending June
2024

Revenue

$11,664

Expenses

$19,718

Net Income

-$8,054

Net Assets

$294,233

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,781	66.7%
Sales of Assets	$2,184	18.7%
Other Income	$1,699	14.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,160	82.0%
Compensation of Officers*	$4,029	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$294,233
Total Liabilities	$0
Net Assets	$294,233

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,029	$0

990-PF

Filed on Oct. 22, 2024

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

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PDF XML

Fiscal Year Ending June
2023

Revenue

-$6,926

Expenses

$21,863

Net Income

-$28,789

Net Assets

$295,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,423
Sales of Assets	-$13,349
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,002	73.2%
Compensation of Officers*	$3,908	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$295,817
Total Liabilities	$0
Net Assets	$295,817

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$3,908	$0

990-PF

Filed on Oct. 27, 2023

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

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PDF XML

Fiscal Year Ending June
2022

Revenue

$65,825

Expenses

$22,305

Net Income

$43,520

Net Assets

$320,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,563	10.0%
Sales of Assets	$59,262	90.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,363	91.3%
Compensation of Officers*	$512	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$320,470
Total Liabilities	$0
Net Assets	$320,470

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$512	$0

990-PF

Filed on Sept. 30, 2022

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

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Fiscal Year Ending June
2021

Revenue

$22,707

Expenses

$16,319

Net Income

$6,388

Net Assets

$318,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,467	24.1%
Sales of Assets	$17,240	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,965	91.7%
Compensation of Officers*	$443	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$318,638
Total Liabilities	$1
Net Assets	$318,637

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$443	$0

990-PF

Filed on Oct. 28, 2021

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

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Fiscal Year Ending June
2020

Revenue

$18,456

Expenses

$15,897

Net Income

$2,559

Net Assets

$271,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,523	35.3%
Sales of Assets	$11,933	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,661	92.2%
Compensation of Officers*	$431	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$271,795
Total Liabilities	$1
Net Assets	$271,794

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$431	$0

990-PF

Filed on Sept. 16, 2020

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

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Fiscal Year Ending June
2019

Revenue

$16,932

Expenses

$14,023

Net Income

$2,909

Net Assets

$273,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,075	35.9%
Sales of Assets	$10,857	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,968	85.3%
Compensation of Officers*	$412	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$273,768
Total Liabilities	$0
Net Assets	$273,768

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$412	$0

990-PF

Filed on Aug. 29, 2019

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

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Fiscal Year Ending June
2018

Revenue

$27,137

Expenses

$12,299

Net Income

$14,838

Net Assets

$276,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,621	20.7%
Sales of Assets	$21,516	79.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,842	88.2%
Compensation of Officers*	$379	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$276,148
Total Liabilities	$0
Net Assets	$276,148

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$379	$0

990-PF

Filed on Sept. 27, 2018

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

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XML

Fiscal Year Ending June
2017

Revenue

$10,488

Expenses

$11,401

Net Income

-$913

Net Assets

$261,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,635	53.7%
Sales of Assets	$4,853	46.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,086	88.5%
Compensation of Officers*	$364	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$261,577
Total Liabilities	$0
Net Assets	$261,577

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$364	$0

990-PF

Filed on Oct. 3, 2017

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

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Fiscal Year Ending June
2016

Revenue

$2,871

Expenses

$11,383

Net Income

-$8,512

Net Assets

$256,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,617	> 100%
Sales of Assets	-$3,746
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,721	94.2%
Compensation of Officers*	$396	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$256,848
Total Liabilities	$0
Net Assets	$256,848

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$396	$0

990-PF

Filed on Aug. 3, 2016

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

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PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$7,707

Expenses

$12,297

Net Income

-$4,590

Net Assets

$267,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,627	73.0%
Sales of Assets	$2,080	27.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,734	95.4%
Compensation of Officers*	$493	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	$267,416
Total Liabilities	$0
Net Assets	$267,416

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$493	$0

990-PF

Filed on Oct. 9, 2015

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

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Fiscal Year Ending June
2014

Revenue

$10,354

Expenses

$24,796

Net Income

-$14,442

Net Assets

$265,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,687	64.6%
Sales of Assets	$3,603	34.8%
Other Income	$64	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,322	98.1%
Compensation of Officers*	$531	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	$265,071
Total Liabilities	$0
Net Assets	$265,071

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$531	$0

990-PF

Filed on Sept. 9, 2014

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

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Fiscal Year Ending June
2013

Revenue

$12,413

Expenses

$18,398

Net Income

-$5,985

Net Assets

$279,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,802	46.7%
Sales of Assets	$6,612	53.3%
Other Income	-$1

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,643	95.9%
Compensation of Officers*	$650	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$279,745
Total Liabilities	$0
Net Assets	$279,745

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$30,307

Expenses

$25,996

Net Income

$4,311

Net Assets

$277,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,126	36.7%
Sales of Assets	$19,161	63.2%
Other Income	$20	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,462	97.9%
Compensation of Officers*	$202	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$277,747
Total Liabilities	$0
Net Assets	$277,747

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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Charles F Barth Fbo Whaley Memorial Foundation

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002