R Babson Trust Uw 25 C A & B

Dallas, TX
EIN: 04-6319124

Type of Nonprofit

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

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

$220,223

Expenses

$170,604

Net Income

$49,619

Net Assets

$2,144,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,621	27.5%
Sales of Assets	$159,602	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,883	81.4%
Compensation of Officers*	$43,864	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,144,776
Total Liabilities	$0
Net Assets	$2,144,776

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$43,864	$0
Jesse M Putney (Co Ttee)	$0	$0

990-PF

Filed on March 27, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$68,838

Expenses

$119,325

Net Income

-$50,487

Net Assets

$2,075,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,590	77.8%
Sales of Assets	$9,450	13.7%
Other Income	$5,798	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,178	77.2%
Compensation of Officers*	$39,166	32.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,075,433
Total Liabilities	$0
Net Assets	$2,075,433

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$31,333	$0
Jesse M Putney (Co Ttee)	$7,833	$0

990-PF

Filed on March 26, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$54,823

Expenses

$173,611

Net Income

-$228,434

Net Assets

$2,129,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,500
Sales of Assets	-$98,323
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,372	78.0%
Compensation of Officers*	$40,436	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,129,026
Total Liabilities	$0
Net Assets	$2,129,026

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$31,812	$0
Jesse M Putney (Co Ttee)	$8,624	$0

990-PF

Filed on April 11, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$481,461

Expenses

$153,878

Net Income

$327,583

Net Assets

$2,358,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,376	9.8%
Sales of Assets	$434,085	90.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,948	78.6%
Compensation of Officers*	$44,143	28.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,358,262
Total Liabilities	$0
Net Assets	$2,358,262

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$35,255	$0
Jesse M Putney (Co Ttee)	$8,888	$0

990-PF

Filed on April 6, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$181,353

Expenses

$145,918

Net Income

$35,435

Net Assets

$2,007,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,417	21.2%
Sales of Assets	$142,936	78.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,871	81.5%
Compensation of Officers*	$38,022	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,007,655
Total Liabilities	$1
Net Assets	$2,007,654

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$30,368	$0
Jesse M Putney (Co Ttee)	$7,654	$0

990-PF

Filed on April 8, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$126,589

Expenses

$124,459

Net Income

$2,130

Net Assets

$1,985,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,937	40.2%
Sales of Assets	$75,652	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,222	77.3%
Compensation of Officers*	$37,276	30.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,985,830
Total Liabilities	$1
Net Assets	$1,985,829

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$29,784	$0
Jesse M Putney (Co Ttee)	$7,492	$0

990-PF

Filed on March 26, 2020

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

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$173,677

Expenses

$144,795

Net Income

$28,882

Net Assets

$2,003,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,244	24.9%
Sales of Assets	$130,433	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,913	80.1%
Compensation of Officers*	$38,292	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,003,654
Total Liabilities	$0
Net Assets	$2,003,654

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$30,583	$0
Jesse M Putney (Co Ttee)	$7,709	$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

$207,364

Expenses

$174,725

Net Income

$32,639

Net Assets

$1,964,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,007	20.7%
Sales of Assets	$164,357	79.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,249	85.4%
Compensation of Officers*	$37,696	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	$1,964,892
Total Liabilities	$0
Net Assets	$1,964,892

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$30,110	$0
Jesse M Putney (Co Ttee)	$7,586	$0

990-PF

Filed on April 26, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$1,195

Expenses

$112,279

Net Income

-$113,474

Net Assets

$1,967,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,586
Sales of Assets	-$43,964
Other Income	$183

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,042	78.4%
Compensation of Officers*	$35,676	31.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,967,931
Total Liabilities	$0
Net Assets	$1,967,931

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$28,497	$0
Jesse M Putney (Co Ttee)	$7,179	$0

990-PF

Filed on April 14, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$85,520

Expenses

$181,530

Net Income

-$96,010

Net Assets

$2,107,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,762	58.2%
Sales of Assets	$32,021	37.4%
Other Income	$3,737	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,755	86.4%
Compensation of Officers*	$37,998	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,107,655
Total Liabilities	$0
Net Assets	$2,107,655

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$93,060

Expenses

$135,617

Net Income

-$42,557

Net Assets

$2,204,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,725	51.3%
Sales of Assets	$45,335	48.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,091	73.1%
Compensation of Officers*	$39,996	29.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,204,480
Total Liabilities	$0
Net Assets	$2,204,480

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$341,285

Expenses

$115,092

Net Income

$226,193

Net Assets

$2,205,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,160	10.9%
Sales of Assets	$302,397	88.6%
Other Income	$1,728	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,658	79.6%
Compensation of Officers*	$36,025	31.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,205,755
Total Liabilities	$0
Net Assets	$2,205,755

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$20,727

Expenses

$102,210

Net Income

-$81,483

Net Assets

$1,978,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,515	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,738	80.0%
Compensation of Officers*	$27,004	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,978,333
Total Liabilities	$0
Net Assets	$1,978,333

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$169,342

Expenses

$108,251

Net Income

$61,091

Net Assets

$2,057,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,217	45.6%
Sales of Assets	$92,125	54.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,350	79.8%
Compensation of Officers*	$25,715	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	$2,057,974
Total Liabilities	$0
Net Assets	$2,057,974

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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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

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R Babson Trust Uw 25 C A & B

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

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

Extracted Financial Data

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