Walter S & Evan C Jones Trust Bank Iv Kansas Na Ttee

Dallas, TX
Tax-exempt since Feb. 1976
EIN: 48-0674648

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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

$5.73M (2024)

Expenses

$9.13M (2024)

Total Assets

$59.3M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2012 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 June
2024

Revenue

$5,726,518

Expenses

$9,132,378

Net Income

-$3,405,860

Net Assets

$59,292,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,992,349	34.8%
Sales of Assets	$504,816	8.8%
Other Income	$2,293,951	40.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,022,065	87.8%
Compensation of Officers*	$634,398	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,292,965
Total Liabilities	$0
Net Assets	$59,292,965

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$630,398	$0
Gregory A Bachman (Adv Comm)	$1,000	$0
Jeffry J Larson (Adv Comm)	$1,000	$0
Cheryl Mussatto (Adv Comm)	$1,000	$0
Megan Anna Evans (Adv Comm)	$1,000	$0

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990-PF

Filed on Nov. 1, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$4,569,825

Expenses

$6,538,424

Net Income

-$1,968,599

Net Assets

$61,887,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,685,289	36.9%
Sales of Assets	-$908,964
Other Income	$2,886,309	63.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,378,071	82.3%
Compensation of Officers*	$670,837	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$61,887,641
Total Liabilities	$0
Net Assets	$61,887,641

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$666,087	$0
Gregory A Bachman (Adv Comm)	$1,000	$0
Jeffry J Larson (Adv Comm)	$1,000	$0
Cheryl Mussatto (Adv Comm)	$1,000	$0
Megan Anna Evans (Adv Comm)	$1,000	$0
Thomas D Thomas (Adv Comm)	$750	$0

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990-PF

Filed on Nov. 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$11,519,606

Expenses

$7,772,806

Net Income

$3,746,800

Net Assets

$63,158,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,312,950	11.4%
Sales of Assets	$6,276,856	54.5%
Other Income	$3,140,935	27.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,619,676	85.2%
Compensation of Officers*	$687,023	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$63,158,301
Total Liabilities	$0
Net Assets	$63,158,301

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$682,323	$0
Gregory A Bachman (Adv Comm)	$1,000	$0
Thomas D Thomas (Adv Comm)	$1,000	$0
Jeffry J Larson (Adv Comm)	$1,000	$0
Cheryl Mussatto (Adv Comm)	$700	$0
Max Stewart Jr (Adv Comm)	$500	$0
Megan Anna Evans (Adv Comm)	$500	$0

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990-PF

Filed on Nov. 14, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$8,318,117

Expenses

$7,354,369

Net Income

$963,748

Net Assets

$63,911,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,305,272	15.7%
Sales of Assets	$4,789,371	57.6%
Other Income	$1,412,897	17.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,358,080	86.5%
Compensation of Officers*	$582,150	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$63,911,412
Total Liabilities	$1
Net Assets	$63,911,411

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$578,150	$0
Gregory A Bachman (Adv Comm)	$1,000	$0
Max Stewart Jr (Adv Comm)	$1,000	$0
Thomas D Thomas (Adv Comm)	$1,000	$0
Jeffry J Larson (Adv Comm)	$1,000	$0

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990-PF

Filed on Aug. 31, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$6,424,264

Expenses

$7,875,598

Net Income

-$1,451,334

Net Assets

$58,673,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,671,657	26.0%
Sales of Assets	$2,129,413	33.1%
Other Income	$1,846,466	28.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,883,746	87.4%
Compensation of Officers*	$600,946	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,673,408
Total Liabilities	$1
Net Assets	$58,673,407

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$596,946	$0
Gregory A Bachman (Adv Comm)	$1,000	$0
Max Stewart Jr (Adv Comm)	$1,000	$0
Thomas D Thomas (Adv Comm)	$1,000	$0
Jeffry J Larson (Adv Comm)	$1,000	$0

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990-PF

Filed on Oct. 29, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

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 June
2016

Revenue

$7,541,904

Expenses

$8,209,687

Net Income

-$667,783

Net Assets

$58,463,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,543,586	20.5%
Sales of Assets	$664,876	8.8%
Other Income	$4,644,776	61.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,251,334	76.1%
Compensation of Officers*	$405,545	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,463,169
Total Liabilities	$0
Net Assets	$58,463,169

990-PF

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

PDF

Fiscal Year Ending June
2015

Revenue

$15,603,263

Expenses

$6,369,978

Net Income

$9,233,285

Net Assets

$60,139,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$999,108	6.4%
Sales of Assets	$4,499,650	28.8%
Other Income	$9,490,388	60.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,020,891	78.8%
Compensation of Officers*	$800,917	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$60,139,073
Total Liabilities	$0
Net Assets	$60,139,073

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$15,355,925

Expenses

$5,186,915

Net Income

$10,169,010

Net Assets

$50,301,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$970,236	6.3%
Sales of Assets	$403,431	2.6%
Other Income	$13,361,106	87.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,760,430	72.5%
Compensation of Officers*	$212,356	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$50,301,046
Total Liabilities	$0
Net Assets	$50,301,046

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$7,015,571

Expenses

$7,082,103

Net Income

-$66,532

Net Assets

$39,780,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$587,043	8.4%
Sales of Assets	$3,134,843	44.7%
Other Income	$2,702,402	38.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,336,861	89.5%
Compensation of Officers*	$676,179	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,780,015
Total Liabilities	$0
Net Assets	$39,780,015

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$12,925,416

Expenses

$4,863,413

Net Income

$8,062,003

Net Assets

$39,391,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$658,889	5.1%
Sales of Assets	$380,490	2.9%
Other Income	$11,886,037	92.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,813,992	78.4%
Compensation of Officers*	$454,564	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,391,644
Total Liabilities	$0
Net Assets	$39,391,644

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.

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Updated September 25, 2025

Walter S & Evan C Jones Trust Bank Iv Kansas Na Ttee

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.73M (2024)

Expenses $9.13M (2024)

Total Assets $59.3M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2009

No Extracted Financial Data

Document Links

990-PF

Revenue

$5.73M (2024)

Expenses

$9.13M (2024)

Total Assets

$59.3M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001