Louise P Overby Trust South Boston Bank & Trust Co

Dallas, TX
EIN: 54-0905677

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Type of Nonprofit

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

Category: Religion-Related, Spiritual Development / Single Organization Support (NTEE)

Revenue

$28.8k (2024)

Expenses

$18.6k (2024)

Total Assets

$281k (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

$28,826

Expenses

$18,627

Net Income

$10,199

Net Assets

$280,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,048	27.9%
Sales of Assets	$20,778	72.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,071	80.9%
Compensation of Officers*	$4,266	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$280,612
Total Liabilities	$0
Net Assets	$280,612

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,266	$0

990-PF

Filed on April 18, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$8,589

Expenses

$15,779

Net Income

-$7,190

Net Assets

$270,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,125	83.0%
Sales of Assets	$692	8.1%
Other Income	$772	9.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,594	79.8%
Compensation of Officers*	$3,854	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$270,708
Total Liabilities	$0
Net Assets	$270,708

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$3,854	$0

990-PF

Filed on April 16, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$7,149

Expenses

$22,449

Net Income

-$29,598

Net Assets

$277,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,637
Sales of Assets	-$12,786
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,665	78.7%
Compensation of Officers*	$4,162	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$277,995
Total Liabilities	$0
Net Assets	$277,995

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,162	$0

990-PF

Filed on May 2, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$64,165

Expenses

$19,661

Net Income

$44,504

Net Assets

$307,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,114	9.5%
Sales of Assets	$58,051	90.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,714	79.9%
Compensation of Officers*	$4,569	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$307,554
Total Liabilities	$0
Net Assets	$307,554

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$4,569	$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

$22,552

Expenses

$19,017

Net Income

$3,535

Net Assets

$262,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,996	22.2%
Sales of Assets	$17,556	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,466	81.3%
Compensation of Officers*	$3,994	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$262,733
Total Liabilities	$1
Net Assets	$262,732

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,994	$0

990-PF

Filed on March 26, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$17,412

Expenses

$15,952

Net Income

$1,460

Net Assets

$259,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,662	38.3%
Sales of Assets	$10,660	61.2%
Other Income	$90	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,875	80.7%
Compensation of Officers*	$3,971	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$259,209
Total Liabilities	$1
Net Assets	$259,208

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,971	$0

990-PF

Filed on April 9, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$23,349

Expenses

$18,809

Net Income

$4,540

Net Assets

$260,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,620	24.1%
Sales of Assets	$17,729	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,820	78.8%
Compensation of Officers*	$3,943	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$260,460
Total Liabilities	$0
Net Assets	$260,460

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,943	$0

990-PF

Filed on May 7, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$26,334

Expenses

$16,121

Net Income

$10,213

Net Assets

$255,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,568	21.1%
Sales of Assets	$20,711	78.6%
Other Income	$55	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,030	80.8%
Compensation of Officers*	$3,931	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$255,555
Total Liabilities	$0
Net Assets	$255,555

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,931	$0

990-PF

Filed on April 19, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$3,758

Expenses

$15,827

Net Income

-$12,069

Net Assets

$248,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,516	> 100%
Sales of Assets	-$1,758
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,503	79.0%
Compensation of Officers*	$3,955	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$248,955
Total Liabilities	$0
Net Assets	$248,955

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,955	$0

990-PF

Filed on April 24, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$9,987

Expenses

$16,739

Net Income

-$6,752

Net Assets

$263,233

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,390	64.0%
Sales of Assets	$3,551	35.6%
Other Income	$46	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,111	84.3%
Compensation of Officers*	$3,962	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$263,233
Total Liabilities	$0
Net Assets	$263,233

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$3,962	$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

$8,321

Expenses

$17,675

Net Income

-$9,354

Net Assets

$270,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,755	69.2%
Sales of Assets	$2,566	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,568	82.4%
Compensation of Officers*	$4,048	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$270,324
Total Liabilities	$0
Net Assets	$270,324

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$28,894

Expenses

$16,541

Net Income

$12,353

Net Assets

$274,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,169	21.4%
Sales of Assets	$22,745	78.7%
Other Income	-$20

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,072	85.1%
Compensation of Officers*	$3,817	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$274,167
Total Liabilities	$0
Net Assets	$274,167

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$4,655

Expenses

$15,566

Net Income

-$10,911

Net Assets

$262,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,788	> 100%
Sales of Assets	$0
Other Income	$8	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,354	85.8%
Compensation of Officers*	$3,147	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$262,202
Total Liabilities	$0
Net Assets	$262,202

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$14,123

Expenses

$26,678

Net Income

-$12,555

Net Assets

$272,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,412	66.6%
Sales of Assets	$4,711	33.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,377	91.4%
Compensation of Officers*	$2,901	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$272,915
Total Liabilities	$0
Net Assets	$272,915

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

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 »

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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 March 23, 2026

Louise P Overby Trust South Boston Bank & Trust Co

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $28.8k (2024)

Expenses $18.6k (2024)

Total Assets $281k (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

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

Revenue

$28.8k (2024)

Expenses

$18.6k (2024)

Total Assets

$281k (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.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004