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Philip Marett Trust Uw 043785

  • Dallas, TX
  • EIN: 06-6020977

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$105k (2024)

Expenses
$150k (2024)

Total Assets
$1.79M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$105,273
Expenses
$150,041
Net Income
-$44,768
Net Assets
$1,792,758
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $64,502
61.3%
Sales of Assets $40,238
38.2%
Other Income $533
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,904
87.9%
Compensation of Officers* $24,483
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 $1,792,758
Total Liabilities $0
Net Assets $1,792,758
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $24,483 $0

Document Links

990-PF
Filed on April 10, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,675
Expenses
$132,518
Net Income
-$65,843
Net Assets
$1,834,410
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $62,986
94.5%
Sales of Assets $3,689
5.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,984
86.8%
Compensation of Officers* $22,560
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,834,410
Total Liabilities $0
Net Assets $1,834,410
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $22,560 $0
Migdalia Castro (Co Trustee) $0 $0

Document Links

990-PF
Filed on April 24, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$133,514
Expenses
$149,356
Net Income
-$15,842
Net Assets
$1,901,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,269
39.1%
Sales of Assets $81,245
60.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $127,768
85.5%
Compensation of Officers* $22,838
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,901,847
Total Liabilities $0
Net Assets $1,901,847
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $22,838 $0
Migdalia Castro (Co Trustee) $0 $0

Document Links

990-PF
Filed on April 11, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$216,215
Expenses
$135,997
Net Income
$80,218
Net Assets
$1,911,884
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,759
23.9%
Sales of Assets $164,456
76.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $116,316
85.5%
Compensation of Officers* $24,938
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 $1,911,884
Total Liabilities $0
Net Assets $1,911,884
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $24,938 $0
Migdalia Castro (Co Trustee) $0 $0

Document Links

990-PF
Filed on March 22, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$104,347
Expenses
$102,563
Net Income
$1,784
Net Assets
$1,824,828
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,500
43.6%
Sales of Assets $55,679
53.4%
Other Income $3,168
3.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,226
85.0%
Compensation of Officers* $21,059
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,824,829
Total Liabilities $1
Net Assets $1,824,828
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $21,059 $0
Migdalia Castro (Co Trustee) $0 $0

Document Links

990-PF
Filed on April 15, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,610
Expenses
$121,556
Net Income
-$34,946
Net Assets
$1,835,110
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,907
61.1%
Sales of Assets $33,703
38.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,658
79.5%
Compensation of Officers* $20,928
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 $1,835,111
Total Liabilities $1
Net Assets $1,835,110
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $20,928 $0
Migdalia Castro (Co Trustee) $0 $0

Document Links

990-PF
Filed on March 26, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$160,440
Expenses
$194,315
Net Income
-$33,875
Net Assets
$1,650,079
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $53,399
33.3%
Sales of Assets $105,222
65.6%
Other Income $1,819
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,680
93.0%
Compensation of Officers* $20,730
10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,650,079
Total Liabilities $0
Net Assets $1,650,079

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,807
Expenses
$130,561
Net Income
-$61,754
Net Assets
$1,669,397
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $54,112
78.6%
Sales of Assets $14,695
21.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $111,577
85.5%
Compensation of Officers* $21,553
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 $1,669,397
Total Liabilities $0
Net Assets $1,669,397

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$302,040
Expenses
$111,787
Net Income
$190,253
Net Assets
$1,717,643
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $54,432
18.0%
Sales of Assets $247,731
82.0%
Other Income -$123
Notable Expenses Percent of Total Expenses
Charitable Disbursements $98,425
88.0%
Compensation of Officers* $20,305
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 $1,717,643
Total Liabilities $0
Net Assets $1,717,643

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,243
Expenses
$95,683
Net Income
-$13,440
Net Assets
$1,524,911
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,988
64.4%
Sales of Assets $29,230
35.5%
Other Income $25
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,525
87.3%
Compensation of Officers* $18,756
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,524,911
Total Liabilities $0
Net Assets $1,524,911

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,120
Expenses
$90,626
Net Income
-$21,506
Net Assets
$1,539,197
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,239
74.1%
Sales of Assets $17,951
26.0%
Other Income -$70
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,313
90.8%
Compensation of Officers* $18,292
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 $1,539,197
Total Liabilities $0
Net Assets $1,539,197

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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 »

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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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