Paul Patton Charitable Trust Trust Division

Wm Leon Evans & H A Bundschu

Dallas, TX
Tax-exempt since March 1990
EIN: 44-6009254

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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.

Donations to this organization are tax deductible.

Revenue

$159k (2024)

Expenses

$290k (2024)

Total Assets

$4.12M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$159,350

Expenses

$290,099

Net Income

-$130,749

Net Assets

$4,121,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,630	67.5%
Sales of Assets	$51,652	32.4%
Other Income	$68	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,809	86.1%
Compensation of Officers*	$60,323	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,121,644
Total Liabilities	$0
Net Assets	$4,121,644

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$50,519	$0
William L Evans Jr (Co Trustee)	$5,447	$0
C Ted Mccarter (Co Trustee)	$4,357	$0
B Spencer Heddens (Co Trustee)	$0	$0

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990-PF

Filed on April 18, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$137,449

Expenses

$283,346

Net Income

-$145,897

Net Assets

$4,250,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,520	80.4%
Sales of Assets	$15,958	11.6%
Other Income	$10,971	8.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$245,657	86.7%
Compensation of Officers*	$57,378	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,250,420
Total Liabilities	$0
Net Assets	$4,250,420

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$43,426	$0
William L Evans Jr (Co Trustee)	$6,976	$0
C Ted Mccarter (Co Trustee)	$6,976	$0

990-PF

Filed on April 24, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$131,386

Expenses

$326,810

Net Income

-$195,424

Net Assets

$4,399,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$141,918	> 100%
Sales of Assets	-$10,532
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,725	80.1%
Compensation of Officers*	$58,463	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	$4,399,584
Total Liabilities	$0
Net Assets	$4,399,584

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$44,055	$0
William L Evans Jr (Co Trustee)	$7,204	$0
C Ted Mccarter (Co Trustee)	$7,204	$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

$1,033,992

Expenses

$266,549

Net Income

$767,443

Net Assets

$4,596,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,582	10.1%
Sales of Assets	$929,174	89.9%
Other Income	$236	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,973	85.2%
Compensation of Officers*	$61,326	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,596,199
Total Liabilities	$0
Net Assets	$4,596,199

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$46,032	$0
William L Evans Jr (Co Trustee)	$7,647	$0
C Ted Mccarter (Co Trustee)	$7,647	$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

$155,136

Expenses

$252,723

Net Income

-$97,587

Net Assets

$3,827,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,395	51.2%
Sales of Assets	$75,741	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,810	85.8%
Compensation of Officers*	$52,612	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,827,488
Total Liabilities	$1
Net Assets	$3,827,487

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$52,612	$0
William L Evans Jr (Co Trustee)	$0	$0
C Ted Mccarter (Co Trustee)	$0	$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

$393,566

Expenses

$259,234

Net Income

$134,332

Net Assets

$3,924,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,348	26.5%
Sales of Assets	$289,218	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,465	84.3%
Compensation of Officers*	$52,052	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,924,305
Total Liabilities	$1
Net Assets	$3,924,304

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$39,250	$0
William L Evans Jr (Co Trustee)	$6,401	$0
C Ted Mccarter (Co Trustee)	$6,401	$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

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$247,925

Expenses

$236,369

Net Income

$11,556

Net Assets

$3,747,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,758	39.0%
Sales of Assets	$151,167	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,980	86.7%
Compensation of Officers*	$48,544	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,747,596
Total Liabilities	$0
Net Assets	$3,747,596

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$35,828	$0
William L Evans Jr (Co Trustee)	$6,358	$0
C Ted Mccarter (Co Trustee)	$6,358	$0

990-PF

Filed on April 19, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$132,007

Expenses

$237,976

Net Income

-$105,969

Net Assets

$3,741,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,643	60.3%
Sales of Assets	$50,584	38.3%
Other Income	$1,780	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,641	88.1%
Compensation of Officers*	$44,353	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	$3,741,932
Total Liabilities	$0
Net Assets	$3,741,932

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$32,323	$0
William L Evans Jr (Co Trustee)	$6,015	$0
C Ted Mccarter Co Boa (Co Trustee)	$6,015	$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

$207,336

Expenses

$250,304

Net Income

-$42,968

Net Assets

$3,851,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,533	46.1%
Sales of Assets	$111,803	53.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,128	86.3%
Compensation of Officers*	$44,902	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	$3,851,058
Total Liabilities	$0
Net Assets	$3,851,058

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$32,314	$0
William L Evans Jr (Co Trustee)	$6,294	$0
C Ted Mccarter Co Boa (Co Trustee)	$6,294	$0

990-PF

Filed on April 21, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$297,123

Expenses

$236,500

Net Income

$60,623

Net Assets

$3,897,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,641	28.5%
Sales of Assets	$212,482	71.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,728	84.9%
Compensation of Officers*	$45,322	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	$3,897,934
Total Liabilities	$0
Net Assets	$3,897,934

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$236,185

Expenses

$249,038

Net Income

-$12,853

Net Assets

$3,839,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,340	36.6%
Sales of Assets	$147,619	62.5%
Other Income	$2,226	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,837	88.7%
Compensation of Officers*	$44,603	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	$3,839,185
Total Liabilities	$0
Net Assets	$3,839,185

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$106,951

Expenses

$258,614

Net Income

-$151,663

Net Assets

$3,851,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,732	80.2%
Sales of Assets	$21,219	19.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,106	86.7%
Compensation of Officers*	$46,201	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	$3,851,414
Total Liabilities	$0
Net Assets	$3,851,414

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$212,223

Expenses

$205,879

Net Income

$6,344

Net Assets

$4,003,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,938	43.3%
Sales of Assets	$120,285	56.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,050	87.0%
Compensation of Officers*	$47,096	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	$4,003,762
Total Liabilities	$0
Net Assets	$4,003,762

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Paul Patton Charitable Trust Trust Division

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $159k (2024)

Expenses $290k (2024)

Total Assets $4.12M (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

No Extracted Financial Data

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

Revenue

$159k (2024)

Expenses

$290k (2024)

Total Assets

$4.12M (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