Louise B Overby Tr Uw Fbo Wash & Lee University

Dallas, TX
EIN: 54-0907164

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

$67,580

Expenses

$44,610

Net Income

$22,970

Net Assets

$652,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,916	28.0%
Sales of Assets	$48,664	72.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,860	82.6%
Compensation of Officers*	$9,987	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$652,711
Total Liabilities	$0
Net Assets	$652,711

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,987	$0

990-PF

Filed on April 24, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$21,598

Expenses

$35,152

Net Income

-$13,554

Net Assets

$630,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,894	78.2%
Sales of Assets	$2,893	13.4%
Other Income	$1,811	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,382	80.7%
Compensation of Officers*	$8,948	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$630,384
Total Liabilities	$0
Net Assets	$630,384

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,948	$0

990-PF

Filed on May 1, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$18,065

Expenses

$51,213

Net Income

-$69,278

Net Assets

$644,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,165
Sales of Assets	-$31,230
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,828	79.7%
Compensation of Officers*	$9,448	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$644,179
Total Liabilities	$0
Net Assets	$644,179

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,448	$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

$151,118

Expenses

$45,533

Net Income

$105,585

Net Assets

$713,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,199	9.4%
Sales of Assets	$136,919	90.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,981	81.2%
Compensation of Officers*	$10,666	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$713,388
Total Liabilities	$0
Net Assets	$713,388

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$10,666	$0

990-PF

Filed on April 26, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$52,722

Expenses

$43,505

Net Income

$9,217

Net Assets

$607,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,560	21.9%
Sales of Assets	$41,162	78.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,167	83.1%
Compensation of Officers*	$8,846	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$607,052
Total Liabilities	$1
Net Assets	$607,051

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,846	$0

990-PF

Filed on March 26, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$39,439

Expenses

$35,904

Net Income

$3,535

Net Assets

$594,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,466	39.2%
Sales of Assets	$23,730	60.2%
Other Income	$243	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,777	82.9%
Compensation of Officers*	$8,593	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$594,932
Total Liabilities	$1
Net Assets	$594,931

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,593	$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

$52,164

Expenses

$42,966

Net Income

$9,198

Net Assets

$599,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,068	25.1%
Sales of Assets	$39,096	74.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,569	80.5%
Compensation of Officers*	$8,858	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$599,434
Total Liabilities	$0
Net Assets	$599,434

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,858	$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

$60,361

Expenses

$36,866

Net Income

$23,495

Net Assets

$585,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,828	21.3%
Sales of Assets	$47,462	78.6%
Other Income	$71	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,710	83.3%
Compensation of Officers*	$8,478	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$585,874
Total Liabilities	$0
Net Assets	$585,874

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,478	$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

$6,820

Expenses

$35,732

Net Income

-$28,912

Net Assets

$573,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,809	> 100%
Sales of Assets	-$5,989
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,425	82.3%
Compensation of Officers*	$7,944	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$573,154
Total Liabilities	$0
Net Assets	$573,154

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$7,944	$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

$23,133

Expenses

$38,321

Net Income

-$15,188

Net Assets

$609,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,713	63.6%
Sales of Assets	$8,076	34.9%
Other Income	$344	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,654	85.2%
Compensation of Officers*	$8,467	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$609,400
Total Liabilities	$0
Net Assets	$609,400

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$8,467	$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

$19,186

Expenses

$40,920

Net Income

-$21,734

Net Assets

$623,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,284	69.2%
Sales of Assets	$5,902	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,531	81.9%
Compensation of Officers*	$9,039	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$623,991
Total Liabilities	$0
Net Assets	$623,991

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$90,509

Expenses

$38,080

Net Income

$52,429

Net Assets

$633,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,230	14.6%
Sales of Assets	$77,260	85.4%
Other Income	$19	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,867	86.3%
Compensation of Officers*	$8,021	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$633,314
Total Liabilities	$0
Net Assets	$633,314

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$23,175

Expenses

$34,855

Net Income

-$11,680

Net Assets

$578,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,568	67.2%
Sales of Assets	$7,606	32.8%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,806	85.5%
Compensation of Officers*	$6,448	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	$578,058
Total Liabilities	$0
Net Assets	$578,058

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$53,715

Expenses

$60,816

Net Income

-$7,101

Net Assets

$594,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,408	43.6%
Sales of Assets	$30,307	56.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,383	92.7%
Compensation of Officers*	$6,015	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	$594,305
Total Liabilities	$0
Net Assets	$594,305

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

PDF (2 of 2)

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 »

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 April 20, 2026

Louise B Overby Tr Uw Fbo Wash & Lee University

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

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

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

Fiscal Year Ending Dec.
2001