Ellery W Carpenter Charitable Remainder Unitrust

Dallas, TX
Tax-exempt since Feb. 1992
EIN: 05-6083666

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 July
2025

Revenue

$253,255

Expenses

$198,734

Net Income

$54,521

Net Assets

$2,556,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,423	28.6%
Sales of Assets	$180,832	71.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,962	86.0%
Compensation of Officers*	$36,307	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,556,154
Total Liabilities	$0
Net Assets	$2,556,154

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$36,307	$0

990-PF

Filed on Oct. 2, 2025

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

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XML

Fiscal Year Ending July
2024

Revenue

$93,643

Expenses

$183,237

Net Income

-$89,594

Net Assets

$2,522,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,733	71.3%
Sales of Assets	$20,654	22.1%
Other Income	$6,256	6.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,032	86.8%
Compensation of Officers*	$33,417	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,522,157
Total Liabilities	$0
Net Assets	$2,522,157

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$33,417	$0

990-PF

Filed on Aug. 30, 2024

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

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Schedules ▼

XML

Fiscal Year Ending July
2023

Revenue

-$15,268

Expenses

$191,174

Net Income

-$206,442

Net Assets

$2,535,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,364
Sales of Assets	-$71,632
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,392	81.8%
Compensation of Officers*	$31,253	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,535,701
Total Liabilities	$0
Net Assets	$2,535,701

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$31,253	$0

990-PF

Filed on Nov. 15, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending July
2022

Revenue

$546,025

Expenses

$214,622

Net Income

$331,403

Net Assets

$2,694,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,927	10.4%
Sales of Assets	$489,098	89.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,082	87.2%
Compensation of Officers*	$35,227	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	$2,694,853
Total Liabilities	$0
Net Assets	$2,694,853

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$35,227	$0

990-PF

Filed on Aug. 30, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2021

Revenue

$207,067

Expenses

$185,974

Net Income

$21,093

Net Assets

$2,780,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,490	22.9%
Sales of Assets	$157,415	76.0%
Other Income	$2,162	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,834	84.3%
Compensation of Officers*	$34,392	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	$2,780,698
Total Liabilities	$1
Net Assets	$2,780,697

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$34,392	$0

990-PF

Filed on Aug. 19, 2021

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

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XML

Fiscal Year Ending July
2020

Revenue

$187,514

Expenses

$172,959

Net Income

$14,555

Net Assets

$2,384,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,208	30.5%
Sales of Assets	$130,306	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,059	87.9%
Compensation of Officers*	$30,609	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,384,702
Total Liabilities	$1
Net Assets	$2,384,701

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$30,609	$0

990-PF

Filed on Sept. 29, 2020

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

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PDF XML

Fiscal Year Ending July
2019

Revenue

$169,263

Expenses

$184,092

Net Income

-$14,829

Net Assets

$2,420,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,908	31.8%
Sales of Assets	$115,355	68.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,901	84.7%
Compensation of Officers*	$30,641	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,420,554
Total Liabilities	$0
Net Assets	$2,420,554

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$30,641	$0

990-PF

Filed on Sept. 25, 2019

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

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Fiscal Year Ending July
2018

Revenue

$263,202

Expenses

$177,855

Net Income

$85,347

Net Assets

$2,466,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,816	20.1%
Sales of Assets	$210,386	79.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,526	85.2%
Compensation of Officers*	$31,608	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,466,659
Total Liabilities	$0
Net Assets	$2,466,659

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$31,608	$0

990-PF

Filed on Nov. 29, 2018

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

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PDF XML

Fiscal Year Ending July
2017

Revenue

$145,921

Expenses

$165,616

Net Income

-$19,695

Net Assets

$2,377,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,780	37.5%
Sales of Assets	$91,110	62.4%
Other Income	$31	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,615	87.3%
Compensation of Officers*	$29,811	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,377,037
Total Liabilities	$0
Net Assets	$2,377,037

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$29,811	$0

990-PF

Filed on Oct. 3, 2017

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

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PDF XML

Fiscal Year Ending July
2016

Revenue

$23,560

Expenses

$170,024

Net Income

-$146,464

Net Assets

$2,344,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,448	> 100%
Sales of Assets	-$39,888
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,385	88.4%
Compensation of Officers*	$29,245	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,344,045
Total Liabilities	$0
Net Assets	$2,344,045

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$29,245	$0

990-PF

Filed on Nov. 2, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2015

Revenue

$115,192

Expenses

$177,983

Net Income

-$62,791

Net Assets

$2,511,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,616	3.1%
Interest Revenue	$0
Dividends	$60,770	52.8%
Sales of Assets	$50,806	44.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,939	87.6%
Compensation of Officers*	$32,116	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,511,796
Total Liabilities	$0
Net Assets	$2,511,796

990-PF

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

PDF

Fiscal Year Ending July
2014

Revenue

$108,008

Expenses

$174,367

Net Income

-$66,359

Net Assets

$2,564,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,601	54.3%
Sales of Assets	$49,407	45.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,665	87.0%
Compensation of Officers*	$32,246	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	$2,564,655
Total Liabilities	$0
Net Assets	$2,564,655

990-PF

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

PDF

Fiscal Year Ending July
2013

Revenue

$336,215

Expenses

$176,336

Net Income

$159,879

Net Assets

$2,597,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$96,617	28.7%
Interest Revenue	$0
Dividends	$51,347	15.3%
Sales of Assets	$188,204	56.0%
Other Income	$47	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,412	89.3%
Compensation of Officers*	$28,077	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,597,135
Total Liabilities	$0
Net Assets	$2,597,135

990-PF

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

PDF

Fiscal Year Ending July
2012

Revenue

$264,279

Expenses

$161,846

Net Income

$102,433

Net Assets

$2,413,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,429	35.7%
Sales of Assets	$169,850	64.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,027	89.0%
Compensation of Officers*	$20,999	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,413,866
Total Liabilities	$0
Net Assets	$2,413,866

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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Ellery W Carpenter Charitable Remainder Unitrust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2012

Fiscal Year Ending July
2025

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002