Charles F Smith Trust Fbo 33 01547 000

St Marks Of New Britain

Dallas, TX
Tax-exempt since Dec. 1970
EIN: 06-6024584

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

$816,878

Expenses

$424,789

Net Income

$392,089

Net Assets

$8,437,568

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$236,130	28.9%
Sales of Assets	$580,748	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$352,438	83.0%
Compensation of Officers*	$81,651	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,437,568
Total Liabilities	$0
Net Assets	$8,437,568

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$81,651	$0

990-PF

Filed on March 20, 2025

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$209,661

Expenses

$458,231

Net Income

-$248,570

Net Assets

$8,054,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$213,761	> 100%
Sales of Assets	-$4,100
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$402,379	87.8%
Compensation of Officers*	$71,991	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,054,171
Total Liabilities	$0
Net Assets	$8,054,171

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$71,991	$0

990-PF

Filed on Sept. 25, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$182,585

Expenses

$579,313

Net Income

-$761,898

Net Assets

$8,305,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$169,031
Sales of Assets	-$351,616
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$506,368	87.4%
Compensation of Officers*	$70,814	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,305,694
Total Liabilities	$0
Net Assets	$8,305,694

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$70,814	$0

990-PF

Filed on April 11, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,807,586

Expenses

$518,420

Net Income

$1,289,166

Net Assets

$9,066,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$184,396	10.2%
Sales of Assets	$1,623,190	89.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$452,471	87.3%
Compensation of Officers*	$77,501	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,066,713
Total Liabilities	$0
Net Assets	$9,066,713

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$77,501	$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

$597,656

Expenses

$509,462

Net Income

$88,194

Net Assets

$7,717,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$152,097	25.4%
Sales of Assets	$445,559	74.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$446,844	87.7%
Compensation of Officers*	$69,061	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,717,893
Total Liabilities	$1
Net Assets	$7,717,892

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$69,061	$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

$484,119

Expenses

$413,016

Net Income

$71,103

Net Assets

$7,674,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$202,117	41.7%
Sales of Assets	$277,537	57.3%
Other Income	$4,465	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$366,047	88.6%
Compensation of Officers*	$66,813	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,674,353
Total Liabilities	$1
Net Assets	$7,674,352

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$66,813	$0

990-PF

Filed on April 9, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$583,599

Expenses

$481,848

Net Income

$101,751

Net Assets

$7,700,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$159,913	27.4%
Sales of Assets	$423,686	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,669	86.9%
Compensation of Officers*	$66,340	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	$7,700,005
Total Liabilities	$0
Net Assets	$7,700,005

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$66,340	$0

990-PF

Filed on May 10, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$762,721

Expenses

$423,321

Net Income

$339,400

Net Assets

$7,624,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$185,923	24.4%
Sales of Assets	$575,927	75.5%
Other Income	$871	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$362,707	85.7%
Compensation of Officers*	$63,843	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,624,627
Total Liabilities	$0
Net Assets	$7,624,627

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$63,843	$0

990-PF

Filed on May 3, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$92,863

Expenses

$411,302

Net Income

-$504,165

Net Assets

$7,388,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$151,631
Sales of Assets	-$246,041
Other Income	$1,547

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$365,658	88.9%
Compensation of Officers*	$60,530	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,388,391
Total Liabilities	$0
Net Assets	$7,388,391

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$60,530	$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

$278,786

Expenses

$442,175

Net Income

-$163,389

Net Assets

$7,924,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$183,573	65.8%
Sales of Assets	$95,213	34.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$380,693	86.1%
Compensation of Officers*	$63,638	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,924,280
Total Liabilities	$0
Net Assets	$7,924,280

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$63,638	$0

990-PF

Filed on April 21, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$1,697,437

Expenses

$455,951

Net Income

$1,241,486

Net Assets

$8,011,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$173,446	10.2%
Sales of Assets	$1,523,991	89.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$407,543	89.4%
Compensation of Officers*	$65,323	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,011,966
Total Liabilities	$0
Net Assets	$8,011,966

Compensation

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

990-PF

Filed on April 6, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$754,879

Expenses

$425,252

Net Income

$329,627

Net Assets

$6,694,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$206,858	27.4%
Sales of Assets	$551,326	73.0%
Other Income	-$3,305

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$381,034	89.6%
Compensation of Officers*	$54,368	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,694,072
Total Liabilities	$0
Net Assets	$6,694,072

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$347,396

Expenses

$384,923

Net Income

-$37,527

Net Assets

$6,377,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$193,858	55.8%
Sales of Assets	$153,593	44.2%
Other Income	-$55

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,021	89.9%
Compensation of Officers*	$49,053	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,377,588
Total Liabilities	$0
Net Assets	$6,377,588

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$345,543

Expenses

$374,551

Net Income

-$29,008

Net Assets

$6,432,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$201,089	58.2%
Sales of Assets	$140,617	40.7%
Other Income	$3,837	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,532	88.8%
Compensation of Officers*	$47,867	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,432,961
Total Liabilities	$0
Net Assets	$6,432,961

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

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

Primary tax return for a nonprofit’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

Primary tax return for a nonprofit’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

Primary tax return for a nonprofit’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

Primary tax return for a nonprofit’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

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 »

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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

Charles F Smith Trust Fbo 33 01547 000

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

Compensation

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.
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