I M Wardwell Charitable Fund

Dallas, TX
Tax-exempt since Oct. 1973
EIN: 05-6004615

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Type of Nonprofit

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

Revenue

$53.4k (2024)

Expenses

$34.6k (2024)

Total Assets

$515k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$53,441

Expenses

$34,626

Net Income

$18,815

Net Assets

$515,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,360	28.7%
Sales of Assets	$36,664	68.6%
Other Income	$1,417	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,828	80.4%
Compensation of Officers*	$8,392	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$515,247
Total Liabilities	$0
Net Assets	$515,247

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,392	$0

990-PF

Filed on April 3, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$19,945

Expenses

$28,805

Net Income

-$8,860

Net Assets

$496,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,561	68.0%
Sales of Assets	$4,583	23.0%
Other Income	$1,801	9.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,784	79.1%
Compensation of Officers*	$7,512	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$496,959
Total Liabilities	$0
Net Assets	$496,959

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,512	$0

990-PF

Filed on April 24, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$12,035

Expenses

$45,876

Net Income

-$57,911

Net Assets

$504,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,455
Sales of Assets	-$22,490
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,092	80.9%
Compensation of Officers*	$8,019	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$504,937
Total Liabilities	$0
Net Assets	$504,937

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$8,019	$0

990-PF

Filed on May 15, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$118,042

Expenses

$31,056

Net Income

$86,986

Net Assets

$562,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,227	9.5%
Sales of Assets	$106,815	90.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,460	75.5%
Compensation of Officers*	$9,083	29.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$562,798
Total Liabilities	$0
Net Assets	$562,798

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$9,083	$0

990-PF

Filed on Sept. 30, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$45,844

Expenses

$46,600

Net Income

-$756

Net Assets

$471,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,327	20.3%
Sales of Assets	$36,517	79.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,423	86.7%
Compensation of Officers*	$7,644	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	$471,737
Total Liabilities	$1
Net Assets	$471,736

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$7,644	$0

990-PF

Filed on March 26, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$32,013

Expenses

$26,797

Net Income

$5,216

Net Assets

$476,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,551	39.2%
Sales of Assets	$19,383	60.5%
Other Income	$79	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,589	76.8%
Compensation of Officers*	$7,493	28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$476,024
Total Liabilities	$0
Net Assets	$476,024

990-PF

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
2016

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.
2015

Revenue

$21,089

Expenses

$34,894

Net Income

-$13,805

Net Assets

$465,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,645	55.2%
Sales of Assets	$9,444	44.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,923	85.8%
Compensation of Officers*	$7,307	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$465,741
Total Liabilities	$0
Net Assets	$465,741

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$20,128

Expenses

$29,037

Net Income

-$8,909

Net Assets

$479,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,554	52.4%
Sales of Assets	$9,574	47.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,257	80.1%
Compensation of Officers*	$7,754	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$479,056
Total Liabilities	$0
Net Assets	$479,056

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$28,364

Expenses

$28,971

Net Income

-$607

Net Assets

$478,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,687	41.2%
Sales of Assets	$16,589	58.5%
Other Income	$88	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,116	83.2%
Compensation of Officers*	$7,442	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$478,630
Total Liabilities	$0
Net Assets	$478,630

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$12,642

Expenses

$30,125

Net Income

-$17,483

Net Assets

$476,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,984	86.9%
Sales of Assets	$1,664	13.2%
Other Income	-$6

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,827	82.4%
Compensation of Officers*	$7,635	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$476,490
Total Liabilities	$0
Net Assets	$476,490

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,562

Expenses

$26,915

Net Income

$2,647

Net Assets

$497,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,009	67.7%
Sales of Assets	$9,553	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,834	81.1%
Compensation of Officers*	$6,946	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$497,225
Total Liabilities	$0
Net Assets	$497,225

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

PDF (2 of 2)

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

PDF

Fiscal Year Ending Dec.
2008

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.
2007

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.
2006

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.
2005

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.
2004

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.
2003

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.
2002

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.
2001

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

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.

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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.

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Updated June 30, 2025

I M Wardwell Charitable Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $53.4k (2024)

Expenses $34.6k (2024)

Total Assets $515k (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

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$53.4k (2024)

Expenses

$34.6k (2024)

Total Assets

$515k (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

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001