The Clyde And Margaret R Yancy Charitable Trust

Dallas, TX
Tax-exempt since Nov. 2005
EIN: 59-7236889

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$49.7k (2024)

Expenses

$58.2k (2024)

Total Assets

$252k (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

$49,668

Expenses

$58,248

Net Income

-$8,580

Net Assets

$252,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,111	34.5%
Sales of Assets	$32,557	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,386	71.1%
Compensation of Officers*	$9,714	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$252,185
Total Liabilities	$0
Net Assets	$252,185

Compensation

Key Employees and Officers	Compensation	Other
Walton M Jeffress Jr (Trustee)	$9,714	$0

990-PF

Filed on April 10, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$33,232

Expenses

$40,103

Net Income

-$6,871

Net Assets

$258,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,450	49.5%
Sales of Assets	$16,497	49.6%
Other Income	$285	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,017	62.4%
Compensation of Officers*	$8,792	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$258,595
Total Liabilities	$0
Net Assets	$258,595

Compensation

Key Employees and Officers	Compensation	Other
Walton M Jeffress Jr (Trustee)	$8,792	$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

$18,433

Expenses

$44,726

Net Income

-$26,293

Net Assets

$267,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,799	85.7%
Sales of Assets	$2,634	14.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,108	65.1%
Compensation of Officers*	$9,020	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	$267,634
Total Liabilities	$0
Net Assets	$267,634

Compensation

Key Employees and Officers	Compensation	Other
Walton M Jeffress Jr (Trustee)	$9,020	$0

990-PF

Filed on May 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$42,082

Expenses

$48,663

Net Income

-$6,581

Net Assets

$293,904

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,538	39.3%
Sales of Assets	$25,544	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,923	69.7%
Compensation of Officers*	$8,558	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$293,904
Total Liabilities	$0
Net Assets	$293,904

Compensation

Key Employees and Officers	Compensation	Other
Walton M Jeffress Jr (Trustee)	$8,558	$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

$26,499

Expenses

$36,271

Net Income

-$9,772

Net Assets

$300,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,839	56.0%
Sales of Assets	$11,660	44.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,376	64.4%
Compensation of Officers*	$7,190	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$300,539
Total Liabilities	$1
Net Assets	$300,538

Compensation

Key Employees and Officers	Compensation	Other
Walton M Jeffress Jr (Trustee)	$7,190	$0

990-PF

Filed on May 3, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$31,904

Expenses

$14,882

Net Income

$17,022

Net Assets

$310,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,246	47.8%
Sales of Assets	$16,658	52.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,156	21.2%
Compensation of Officers*	$6,639	44.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$310,275
Total Liabilities	$1
Net Assets	$310,274

Compensation

Key Employees and Officers	Compensation	Other
Walton M Jeffress Jr (Trustee)	$6,639	$0

990-PF

Filed on June 23, 2020

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

View Filing

Schedules ▼

PDF XML

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

$33,239

Expenses

$42,891

Net Income

-$9,652

Net Assets

$334,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,011	39.1%
Sales of Assets	$20,228	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,615	78.4%
Compensation of Officers*	$5,914	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$334,411
Total Liabilities	$0
Net Assets	$334,411

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$29,270

Expenses

$55,060

Net Income

-$25,790

Net Assets

$344,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,551	53.1%
Sales of Assets	$13,719	46.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,651	82.9%
Compensation of Officers*	$6,003	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	$344,121
Total Liabilities	$0
Net Assets	$344,121

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$35,919

Expenses

$42,082

Net Income

-$6,163

Net Assets

$369,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,288	34.2%
Sales of Assets	$23,631	65.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,443	79.5%
Compensation of Officers*	$5,483	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	$369,280
Total Liabilities	$0
Net Assets	$369,280

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$15,733

Expenses

$31,360

Net Income

-$15,627

Net Assets

$376,075

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,917	69.4%
Sales of Assets	$4,816	30.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,366	74.5%
Compensation of Officers*	$5,178	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$376,075
Total Liabilities	$0
Net Assets	$376,075

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$11,806

Expenses

$31,129

Net Income

-$19,323

Net Assets

$391,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,938	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,335	75.0%
Compensation of Officers*	$5,212	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$391,756
Total Liabilities	$0
Net Assets	$391,756

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.

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Types of Nonprofits

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Updated March 23, 2026

The Clyde And Margaret R Yancy Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $49.7k (2024)

Expenses $58.2k (2024)

Total Assets $252k (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

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

Revenue

$49.7k (2024)

Expenses

$58.2k (2024)

Total Assets

$252k (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