Earl P Charlton Foundation Trust Ua 080873 Truesdale Hospital

Dallas, TX
Tax-exempt since April 1974
EIN: 04-6334411

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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

$923k (2024)

Expenses

$732k (2024)

Total Assets

$9.49M (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

$922,926

Expenses

$732,193

Net Income

$190,733

Net Assets

$9,493,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$291,164	31.5%
Sales of Assets	$631,762	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$639,976	87.4%
Compensation of Officers*	$132,327	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,493,872
Total Liabilities	$0
Net Assets	$9,493,872

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$120,233	$0
Michael Garfield (Co Trustee)	$6,047	$0
Stacey Charleton (Co Trustee)	$6,047	$0

990-PF

Filed on March 27, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$565,712

Expenses

$570,253

Net Income

-$4,541

Net Assets

$9,301,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$275,123	48.6%
Sales of Assets	$290,589	51.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$485,882	85.2%
Compensation of Officers*	$116,858	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	$9,301,208
Total Liabilities	$0
Net Assets	$9,301,208

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$106,177	$0
Michael Garfield (Co Trustee)	$10,681	$0

990-PF

Filed on April 16, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$308,396

Expenses

$809,867

Net Income

-$501,471

Net Assets

$9,308,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$170,112	55.2%
Sales of Assets	$138,284	44.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$718,566	88.7%
Compensation of Officers*	$113,356	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,308,184
Total Liabilities	$0
Net Assets	$9,308,184

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$102,844	$0
Michael Garfield (Co Trustee)	$10,512	$0

990-PF

Filed on April 11, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$1,312,167

Expenses

$711,714

Net Income

$600,453

Net Assets

$9,809,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$191,564	14.6%
Sales of Assets	$1,111,686	84.7%
Other Income	$8,917	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$634,586	89.2%
Compensation of Officers*	$120,962	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,809,737
Total Liabilities	$0
Net Assets	$9,809,737

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$109,616	$0
Michael Garfield (Co Trustee)	$11,346	$0

990-PF

Filed on April 6, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$425,233

Expenses

$697,897

Net Income

-$272,664

Net Assets

$9,207,415

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$187,110	44.0%
Sales of Assets	$238,123	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$600,281	86.0%
Compensation of Officers*	$103,617	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,207,416
Total Liabilities	$1
Net Assets	$9,207,415

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$98,118	$0
Michael Garfield (Co Trustee)	$5,499	$0

990-PF

Filed on March 31, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$1,017,245

Expenses

$611,394

Net Income

$405,851

Net Assets

$9,475,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$245,049	24.1%
Sales of Assets	$772,196	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$536,396	87.7%
Compensation of Officers*	$101,707	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,475,977
Total Liabilities	$1
Net Assets	$9,475,976

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$96,771	$0
Michael Garfield (Co Trustee)	$4,936	$0

990-PF

Filed on June 12, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$653,607

Expenses

$653,393

Net Income

$214

Net Assets

$9,070,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$202,085	30.9%
Sales of Assets	$451,522	69.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$580,215	88.8%
Compensation of Officers*	$102,602	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,070,566
Total Liabilities	$0
Net Assets	$9,070,566

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$97,633	$0
Michael Garfield (Co Trustee)	$4,969	$0

990-PF

Filed on April 29, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$689,911

Expenses

$608,429

Net Income

$81,482

Net Assets

$9,065,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$216,071	31.3%
Sales of Assets	$473,840	68.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$537,660	88.4%
Compensation of Officers*	$95,879	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,065,826
Total Liabilities	$0
Net Assets	$9,065,826

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$91,055	$0
Michael Garfield (Co Trustee)	$4,824	$0

990-PF

Filed on April 26, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$265,030

Expenses

$576,678

Net Income

-$311,648

Net Assets

$8,988,030

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$198,827	75.0%
Sales of Assets	$63,654	24.0%
Other Income	$2,549	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$513,609	89.1%
Compensation of Officers*	$89,177	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,988,030
Total Liabilities	$0
Net Assets	$8,988,030

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$84,571	$0
Michael Garfield (Co Trustee)	$4,606	$0

990-PF

Filed on March 31, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$308,782

Expenses

$614,348

Net Income

-$305,566

Net Assets

$9,298,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$232,913	75.4%
Sales of Assets	$75,869	24.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$533,455	86.8%
Compensation of Officers*	$100,883	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,298,836
Total Liabilities	$0
Net Assets	$9,298,836

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$86,302	$0
E P Charlton Ii (Co Trustee)	$9,889	$0
Michael Garfield (Co Trustee)	$4,692	$0

990-PF

Filed on March 30, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$1,476,598

Expenses

$579,616

Net Income

$896,982

Net Assets

$9,607,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$200,573	13.6%
Sales of Assets	$1,276,025	86.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$506,614	87.4%
Compensation of Officers*	$112,170	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,607,755
Total Liabilities	$0
Net Assets	$9,607,755

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$88,712	$0
E P Charlton Ii (Co Trustee,)	$23,458	$0

990-PF

Filed on April 29, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$641,971

Expenses

$546,398

Net Income

$95,573

Net Assets

$8,704,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$230,279	35.9%
Sales of Assets	$411,496	64.1%
Other Income	$196	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$464,356	85.0%
Compensation of Officers*	$108,264	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	$8,704,384
Total Liabilities	$0
Net Assets	$8,704,384

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$796,268

Expenses

$461,063

Net Income

$335,205

Net Assets

$8,609,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$233,859	29.4%
Sales of Assets	$556,918	69.9%
Other Income	$5,491	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$409,992	88.9%
Compensation of Officers*	$78,594	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,609,824
Total Liabilities	$0
Net Assets	$8,609,824

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$47,920

Expenses

$472,904

Net Income

-$520,824

Net Assets

$8,273,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$211,520
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,100	87.4%
Compensation of Officers*	$73,846	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,273,934
Total Liabilities	$0
Net Assets	$8,273,934

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Updated June 30, 2025

Earl P Charlton Foundation Trust Ua 080873 Truesdale Hospital

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $923k (2024)

Expenses $732k (2024)

Total Assets $9.49M (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

$923k (2024)

Expenses

$732k (2024)

Total Assets

$9.49M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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