Lulu Katherine Coggan Rlt Trust

Union Natl Bank Tr

Dallas, TX
Tax-exempt since June 1989
EIN: 43-6166057

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 Dec.
2024

Revenue

$114,578

Expenses

$73,829

Net Income

$40,749

Net Assets

$1,100,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,273	27.3%
Sales of Assets	$83,305	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,414	83.2%
Compensation of Officers*	$15,977	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	$1,100,460
Total Liabilities	$0
Net Assets	$1,100,460

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$15,977	$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

$29,584

Expenses

$61,129

Net Income

-$31,545

Net Assets

$1,060,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,759	93.8%
Sales of Assets	-$1,154
Other Income	$2,979	10.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,366	82.4%
Compensation of Officers*	$14,275	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	$1,060,798
Total Liabilities	$0
Net Assets	$1,060,798

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$14,275	$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

-$29,104

Expenses

$80,737

Net Income

-$109,841

Net Assets

$1,092,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,820
Sales of Assets	-$50,924
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,939	79.2%
Compensation of Officers*	$15,011	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,092,723
Total Liabilities	$0
Net Assets	$1,092,723

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$15,011	$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

$250,109

Expenses

$77,333

Net Income

$172,776

Net Assets

$1,202,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,603	9.4%
Sales of Assets	$226,506	90.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,072	81.6%
Compensation of Officers*	$17,006	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,202,461
Total Liabilities	$0
Net Assets	$1,202,461

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,006	$0

990-PF

Filed on April 26, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$83,793

Expenses

$68,506

Net Income

$15,287

Net Assets

$1,028,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,367	23.1%
Sales of Assets	$64,098	76.5%
Other Income	$328	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,413	85.3%
Compensation of Officers*	$14,005	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	$1,028,277
Total Liabilities	$1
Net Assets	$1,028,276

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$14,005	$0

990-PF

Filed on April 8, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$58,287

Expenses

$71,450

Net Income

-$13,163

Net Assets

$1,013,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,777	44.2%
Sales of Assets	$32,510	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,556	84.8%
Compensation of Officers*	$13,727	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,013,322
Total Liabilities	$1
Net Assets	$1,013,321

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$13,727	$0

990-PF

Filed on March 26, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$84,602

Expenses

$59,668

Net Income

$24,934

Net Assets

$1,037,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,576	25.5%
Sales of Assets	$63,026	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,526	78.0%
Compensation of Officers*	$14,074	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,037,471
Total Liabilities	$0
Net Assets	$1,037,471

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$14,074	$0

990-PF

Filed on May 2, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$91,755

Expenses

$58,246

Net Income

$33,509

Net Assets

$1,009,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,346	23.3%
Sales of Assets	$70,357	76.7%
Other Income	$52	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,456	83.2%
Compensation of Officers*	$13,451	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,009,049
Total Liabilities	$0
Net Assets	$1,009,049

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$13,451	$0

990-PF

Filed on April 5, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$999

Expenses

$58,583

Net Income

-$59,582

Net Assets

$993,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,054
Sales of Assets	-$22,053
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,158	83.9%
Compensation of Officers*	$12,548	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$993,813
Total Liabilities	$0
Net Assets	$993,813

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$12,548	$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

$41,244

Expenses

$61,602

Net Income

-$20,358

Net Assets

$1,058,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,153	58.6%
Sales of Assets	$11,984	29.1%
Other Income	$5,107	12.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,680	85.5%
Compensation of Officers*	$13,285	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	$1,058,894
Total Liabilities	$0
Net Assets	$1,058,894

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$13,285	$0

990-PF

Filed on April 12, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$29,501

Expenses

$110,518

Net Income

-$81,017

Net Assets

$1,082,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,921	74.3%
Sales of Assets	$7,580	25.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,227	82.5%
Compensation of Officers*	$14,422	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,082,888
Total Liabilities	$0
Net Assets	$1,082,888

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$283,031

Expenses

$61,795

Net Income

$221,236

Net Assets

$1,137,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,239	8.9%
Sales of Assets	$257,805	91.1%
Other Income	-$13

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,404	84.8%
Compensation of Officers*	$12,280	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,137,542
Total Liabilities	$0
Net Assets	$1,137,542

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$64,106

Expenses

$59,858

Net Income

$4,248

Net Assets

$919,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,664	49.4%
Sales of Assets	$32,442	50.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,850	86.6%
Compensation of Officers*	$11,396	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$919,294
Total Liabilities	$0
Net Assets	$919,294

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$39,698

Expenses

$57,624

Net Income

-$17,926

Net Assets

$914,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,200	73.6%
Sales of Assets	$9,295	23.4%
Other Income	$1,203	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,886	86.6%
Compensation of Officers*	$11,036	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$914,057
Total Liabilities	$0
Net Assets	$914,057

990-PF

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

PDF

PDF (2 of 2)

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.

Which Organizations Are Here?

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
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

Lulu Katherine Coggan Rlt Trust

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

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. 2011

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

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2003

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2002

Fiscal Year Ending Dec.
2001