Westminister Presbyterian Trust

Bank Of America Na Ttee

Dallas, TX
Tax-exempt since March 1976
EIN: 51-0176822

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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.

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 Sept.
2025

Revenue

-$3,195

Expenses

$36,659

Net Income

-$39,854

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$654
Sales of Assets	-$3,849
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,561	99.7%
Compensation of Officers*	$80	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$80	$0
Howard Heimberger (Co Trustee)	$0	$0
Shirley Heimberger (Co Trustee)	$0	$0

990-PF

Filed on Dec. 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$564

Expenses

$28,767

Net Income

-$28,203

Net Assets

$39,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,221	> 100%
Sales of Assets	-$1,910
Other Income	$253	44.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,521	99.1%
Compensation of Officers*	$398	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,905
Total Liabilities	$0
Net Assets	$39,905

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$398	$0
Howard Heimberger (Co Trustee)	$0	$0
Shirley Heimberger (Co Trustee)	$0	$0

990-PF

Filed on Nov. 6, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

-$429

Expenses

$43,672

Net Income

-$44,101

Net Assets

$68,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,345
Sales of Assets	-$2,867
Other Income	$93

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,336	99.2%
Compensation of Officers*	$560	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$68,108
Total Liabilities	$0
Net Assets	$68,108

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$560	$0
Howard Heimberger (Co Trustee)	$0	$0
Shirley Heimberger (Co Trustee)	$0	$0

990-PF

Filed on Jan. 31, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$21,950

Expenses

$641,759

Net Income

-$619,809

Net Assets

$112,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,272	14.9%
Sales of Assets	$18,669	85.1%
Other Income	$9	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$640,153	99.7%
Compensation of Officers*	$1,806	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,210
Total Liabilities	$0
Net Assets	$112,210

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$1,806	$0
Howard Heimberger (Co Trustee)	$0	$0
Shirley Heimberger (Co Trustee)	$0	$0

990-PF

Filed on Feb. 2, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2021

Revenue

$12,939

Expenses

$35,571

Net Income

-$22,632

Net Assets

$732,023

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,643	90.0%
Sales of Assets	$1,296	10.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,280	90.7%
Compensation of Officers*	$5,232	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$732,023
Total Liabilities	$0
Net Assets	$732,023

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,232	$0
Howard Heimberger (Co Trustee)	$0	$0
Shirley Heimberger (Co Trustee)	$0	$0

990-PF

Filed on Jan. 27, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$29,441

Expenses

$174,114

Net Income

-$144,673

Net Assets

$754,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,480	52.6%
Sales of Assets	$13,961	47.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,295	97.8%
Compensation of Officers*	$5,702	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$754,656
Total Liabilities	$1
Net Assets	$754,655

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,702	$0
Howard Heimberger (Co Trustee)	$0	$0
Shirley Heimberger (Co Trustee)	$0	$0

990-PF

Filed on Jan. 21, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2019

Revenue

$21,826

Expenses

$46,677

Net Income

-$24,851

Net Assets

$899,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,661	99.2%
Sales of Assets	$165	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,860	91.8%
Compensation of Officers*	$5,783	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$899,328
Total Liabilities	$1
Net Assets	$899,327

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,783	$0
Howard Heimberger (Co Trustee)	$0	$0
Shirley Heimberger (Co Trustee)	$0	$0

990-PF

Filed on Dec. 9, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
2016

Revenue

$17,458

Expenses

$56,476

Net Income

-$39,018

Net Assets

$1,003,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,796	90.5%
Sales of Assets	$1,662	9.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,904	93.7%
Compensation of Officers*	$5,747	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,003,732
Total Liabilities	$0
Net Assets	$1,003,732

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,747	$0
Howard Heimberger (Co Trustee)	$0	$0
Shirley Heimberger (Co Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$15,323

Expenses

$45,047

Net Income

-$29,724

Net Assets

$1,042,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,815	> 100%
Sales of Assets	-$492
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,976	91.0%
Compensation of Officers*	$6,015	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,042,750
Total Liabilities	$0
Net Assets	$1,042,750

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,015	$0
Howard Heimberger (Co Trustee)	$0	$0
Shirley Heimberger (Co Trustee)	$0	$0

990-PF

Filed on Nov. 2, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$21,813

Expenses

$62,274

Net Income

-$40,461

Net Assets

$1,072,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,355	84.1%
Sales of Assets	$3,458	15.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,419	93.8%
Compensation of Officers*	$6,180	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,072,472
Total Liabilities	$0
Net Assets	$1,072,472

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$30,600

Expenses

$113,848

Net Income

-$83,248

Net Assets

$1,112,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,559	93.3%
Sales of Assets	$2,041	6.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,203	95.9%
Compensation of Officers*	$7,199	6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,112,933
Total Liabilities	$0
Net Assets	$1,112,933

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$42,335

Expenses

$70,598

Net Income

-$28,263

Net Assets

$1,196,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,207	80.8%
Sales of Assets	$5,675	13.4%
Other Income	$2,453	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,561	92.9%
Compensation of Officers*	$7,569	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,196,181
Total Liabilities	$0
Net Assets	$1,196,181

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$47,891

Expenses

$65,259

Net Income

-$17,368

Net Assets

$1,224,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,140	79.6%
Sales of Assets	$8,856	18.5%
Other Income	$895	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,329	92.4%
Compensation of Officers*	$7,603	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,224,569
Total Liabilities	$0
Net Assets	$1,224,569

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.

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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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Updated April 20, 2026

Westminister Presbyterian Trust

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001