Tr U W Mary M Coes Char Tr

Dallas, TX
EIN: 04-6023228

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

Type of Nonprofit

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

Revenue

$460k (2024)

Expenses

$293k (2024)

Total Assets

$4.41M (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

$459,542

Expenses

$292,965

Net Income

$166,577

Net Assets

$4,406,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,695	26.9%
Sales of Assets	$335,847	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,553	85.2%
Compensation of Officers*	$55,982	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,406,001
Total Liabilities	$0
Net Assets	$4,406,001

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$55,982	$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

$139,275

Expenses

$225,096

Net Income

-$85,821

Net Assets

$4,244,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$109,720	78.8%
Sales of Assets	$17,573	12.6%
Other Income	$11,982	8.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,350	83.7%
Compensation of Officers*	$50,000	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,244,152
Total Liabilities	$0
Net Assets	$4,244,152

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$50,000	$0

990-PF

Filed on March 26, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$91,499

Expenses

$335,619

Net Income

-$427,118

Net Assets

$4,331,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,450
Sales of Assets	-$180,949
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,561	82.1%
Compensation of Officers*	$51,702	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,331,481
Total Liabilities	$0
Net Assets	$4,331,481

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$51,702	$0

990-PF

Filed on April 11, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$1,012,123

Expenses

$312,901

Net Income

$699,222

Net Assets

$4,758,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,488	9.5%
Sales of Assets	$915,635	90.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$266,807	85.3%
Compensation of Officers*	$56,179	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,758,138
Total Liabilities	$0
Net Assets	$4,758,138

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$56,179	$0

990-PF

Filed on April 19, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$368,027

Expenses

$327,019

Net Income

$41,008

Net Assets

$4,053,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,981	21.5%
Sales of Assets	$289,046	78.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,340	88.5%
Compensation of Officers*	$49,600	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,053,859
Total Liabilities	$1
Net Assets	$4,053,858

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$49,600	$0

990-PF

Filed on March 26, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$261,456

Expenses

$252,524

Net Income

$8,932

Net Assets

$4,012,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,496	40.3%
Sales of Assets	$155,960	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,193	84.8%
Compensation of Officers*	$48,695	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,012,818
Total Liabilities	$1
Net Assets	$4,012,817

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$48,695	$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

$372,980

Expenses

$233,196

Net Income

$139,784

Net Assets

$4,048,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,902	23.6%
Sales of Assets	$285,078	76.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,033	79.3%
Compensation of Officers*	$49,519	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,048,048
Total Liabilities	$0
Net Assets	$4,048,048

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$49,519	$0

990-PF

Filed on April 29, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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.
2016

Revenue

$60,568

Expenses

$231,368

Net Income

-$170,800

Net Assets

$3,763,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,344	> 100%
Sales of Assets	-$23,776
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,398	85.7%
Compensation of Officers*	$44,446	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	$3,763,051
Total Liabilities	$0
Net Assets	$3,763,051

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$44,446	$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

$159,852

Expenses

$246,858

Net Income

-$87,006

Net Assets

$3,953,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,611	61.1%
Sales of Assets	$60,499	37.8%
Other Income	$1,742	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,910	87.1%
Compensation of Officers*	$46,811	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	$3,953,155
Total Liabilities	$0
Net Assets	$3,953,155

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Under Trustee)	$46,811	$0

990-PF

Filed on April 25, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$136,626

Expenses

$304,721

Net Income

-$168,095

Net Assets

$4,055,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,426	64.7%
Sales of Assets	$48,200	35.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$266,765	87.5%
Compensation of Officers*	$50,263	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,055,299
Total Liabilities	$0
Net Assets	$4,055,299

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Under Trustee)	$50,263	$0

990-PF

Filed on May 4, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$222,582

Expenses

$203,278

Net Income

$19,304

Net Assets

$4,135,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,914	43.1%
Sales of Assets	$125,808	56.5%
Other Income	$860	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,976	84.1%
Compensation of Officers*	$48,457	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,135,091
Total Liabilities	$0
Net Assets	$4,135,091

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$302,228

Expenses

$323,897

Net Income

-$21,669

Net Assets

$4,117,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,667	37.3%
Sales of Assets	$190,751	63.1%
Other Income	-$1,190

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$285,208	88.1%
Compensation of Officers*	$41,742	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,117,324
Total Liabilities	$0
Net Assets	$4,117,324

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$380,514

Expenses

$196,479

Net Income

$184,035

Net Assets

$4,141,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$121,542	31.9%
Sales of Assets	$260,875	68.6%
Other Income	-$1,903

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,944	83.9%
Compensation of Officers*	$41,984	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	$4,141,406
Total Liabilities	$0
Net Assets	$4,141,406

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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.
2009

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.
2008

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.
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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 »

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 June 30, 2025

Tr U W Mary M Coes Char Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $460k (2024)

Expenses $293k (2024)

Total Assets $4.41M (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

No Extracted Financial Data

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

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$460k (2024)

Expenses

$293k (2024)

Total Assets

$4.41M (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