Wm C & Mariee S Shank Charitable Trust

Dallas, TX
Tax-exempt since Nov. 1962
EIN: 44-6009100

Receive an email when new data is available for this organization.

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.

Revenue

$214k (2024)

Expenses

$141k (2024)

Total Assets

$2.08M (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

$213,536

Expenses

$140,979

Net Income

$72,557

Net Assets

$2,084,427

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,985	28.1%
Sales of Assets	$153,551	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,590	83.4%
Compensation of Officers*	$30,741	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,084,427
Total Liabilities	$0
Net Assets	$2,084,427

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$30,741	$0

990-PF

Filed on April 3, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$63,989

Expenses

$109,499

Net Income

-$45,510

Net Assets

$2,014,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,389	83.4%
Sales of Assets	$4,943	7.7%
Other Income	$5,657	8.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,356	81.6%
Compensation of Officers*	$27,425	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,014,070
Total Liabilities	$0
Net Assets	$2,014,070

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$27,425	$0

990-PF

Filed on April 16, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$62,223

Expenses

$172,126

Net Income

-$234,349

Net Assets

$2,060,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,248
Sales of Assets	-$104,471
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,031	81.9%
Compensation of Officers*	$28,032	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,060,399
Total Liabilities	$0
Net Assets	$2,060,399

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$28,032	$0

990-PF

Filed on April 11, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$475,527

Expenses

$148,963

Net Income

$326,564

Net Assets

$2,283,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,339	9.5%
Sales of Assets	$430,188	90.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,125	83.3%
Compensation of Officers*	$30,807	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,283,949
Total Liabilities	$0
Net Assets	$2,283,949

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$30,807	$0

990-PF

Filed on April 6, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$165,206

Expenses

$150,329

Net Income

$14,877

Net Assets

$1,928,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,015	22.4%
Sales of Assets	$128,191	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,168	86.6%
Compensation of Officers*	$26,604	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,928,501
Total Liabilities	$1
Net Assets	$1,928,500

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$26,604	$0

990-PF

Filed on March 31, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$114,078

Expenses

$96,964

Net Income

$17,114

Net Assets

$1,925,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,927	42.9%
Sales of Assets	$65,151	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,275	79.7%
Compensation of Officers*	$25,963	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,925,202
Total Liabilities	$1
Net Assets	$1,925,201

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$25,963	$0

990-PF

Filed on April 2, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$160,528

Expenses

$133,703

Net Income

$26,825

Net Assets

$1,933,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,252	25.7%
Sales of Assets	$119,276	74.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,382	81.1%
Compensation of Officers*	$26,491	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,933,263
Total Liabilities	$0
Net Assets	$1,933,263

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$26,491	$0

990-PF

Filed on April 11, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$196,935

Expenses

$112,077

Net Income

$84,858

Net Assets

$1,900,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,585	20.6%
Sales of Assets	$156,000	79.2%
Other Income	$350	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,878	83.8%
Compensation of Officers*	$25,649	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,900,670
Total Liabilities	$0
Net Assets	$1,900,670

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$25,649	$0

990-PF

Filed on May 3, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$71,539

Expenses

$109,515

Net Income

-$181,054

Net Assets

$1,831,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,200
Sales of Assets	-$113,001
Other Income	$3,262

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,608	80.9%
Compensation of Officers*	$30,065	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,831,796
Total Liabilities	$0
Net Assets	$1,831,796

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$24,099	$0
William L Atwood Co Boa (Co Trustee)	$5,966	$0

990-PF

Filed on April 7, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$125,541

Expenses

$208,479

Net Income

-$82,938

Net Assets

$2,021,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,388	37.7%
Sales of Assets	$78,153	62.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,671	85.2%
Compensation of Officers*	$38,728	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	$2,021,232
Total Liabilities	$0
Net Assets	$2,021,232

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$25,717	$0
William L Atwood Co Boa (Co Trustee)	$13,011	$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

$552,158

Expenses

$134,726

Net Income

$417,432

Net Assets

$2,109,118

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,878	8.5%
Sales of Assets	$505,280	91.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,746	74.8%
Compensation of Officers*	$41,114	30.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,109,118
Total Liabilities	$0
Net Assets	$2,109,118

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$27,550	$0
William L Atwood Co Boa (Co Trustee)	$13,564	$0

990-PF

Filed on April 29, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$256,125

Expenses

$107,855

Net Income

$148,270

Net Assets

$1,673,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,406	19.3%
Sales of Assets	$206,911	80.8%
Other Income	-$192

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,381	76.4%
Compensation of Officers*	$37,763	35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,673,943
Total Liabilities	$0
Net Assets	$1,673,943

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$91,307

Expenses

$98,463

Net Income

-$7,156

Net Assets

$1,523,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,076	73.5%
Sales of Assets	$24,016	26.3%
Other Income	$215	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,290	79.5%
Compensation of Officers*	$32,245	32.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,523,557
Total Liabilities	$0
Net Assets	$1,523,557

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$61,027

Expenses

$100,092

Net Income

-$39,065

Net Assets

$1,530,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,050	90.2%
Sales of Assets	$5,977	9.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,141	85.1%
Compensation of Officers*	$32,181	32.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,530,688
Total Liabilities	$0
Net Assets	$1,530,688

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 »

Get the Data

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Wm C & Mariee S Shank Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $214k (2024)

Expenses $141k (2024)

Total Assets $2.08M (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

$214k (2024)

Expenses

$141k (2024)

Total Assets

$2.08M (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.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001