Edward Case Trust

Dallas, TX
Tax-exempt since May 1943
EIN: 06-6027582

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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.

Donations to this organization are tax deductible.

Revenue

$34.4k (2024)

Expenses

$22.2k (2024)

Total Assets

$331k (2024)

Total Liabilities

$0 (2024)

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

$34,364

Expenses

$22,226

Net Income

$12,138

Net Assets

$330,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,536	27.7%
Sales of Assets	$24,828	72.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,385	78.2%
Compensation of Officers*	$5,392	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$330,610
Total Liabilities	$0
Net Assets	$330,610

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$5,392	$0

990-PF

Filed on March 27, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$11,119

Expenses

$18,515

Net Income

-$7,396

Net Assets

$318,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,490	76.4%
Sales of Assets	$1,696	15.3%
Other Income	$933	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,174	76.6%
Compensation of Officers*	$4,915	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$318,821
Total Liabilities	$0
Net Assets	$318,821

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$4,915	$0

990-PF

Filed on April 16, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$8,397

Expenses

$28,461

Net Income

-$36,858

Net Assets

$326,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,780
Sales of Assets	-$15,177
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,268	78.2%
Compensation of Officers*	$5,175	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	$326,348
Total Liabilities	$0
Net Assets	$326,348

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$5,175	$0

990-PF

Filed on April 11, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$77,455

Expenses

$24,605

Net Income

$52,850

Net Assets

$363,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,321	9.5%
Sales of Assets	$70,134	90.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,240	78.2%
Compensation of Officers*	$5,940	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$363,203
Total Liabilities	$0
Net Assets	$363,203

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$5,940	$0

990-PF

Filed on April 19, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$27,655

Expenses

$22,264

Net Income

$5,391

Net Assets

$309,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,973	21.6%
Sales of Assets	$21,682	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,604	79.1%
Compensation of Officers*	$4,890	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$309,959
Total Liabilities	$1
Net Assets	$309,958

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$4,890	$0

990-PF

Filed on April 22, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$20,850

Expenses

$20,372

Net Income

$478

Net Assets

$304,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,977	38.3%
Sales of Assets	$12,761	61.2%
Other Income	$112	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,269	79.9%
Compensation of Officers*	$4,825	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$304,561
Total Liabilities	$1
Net Assets	$304,560

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$4,825	$0

990-PF

Filed on April 9, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$28,514

Expenses

$23,100

Net Income

$5,414

Net Assets

$306,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,744	23.7%
Sales of Assets	$21,770	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,845	77.3%
Compensation of Officers*	$4,903	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$306,849
Total Liabilities	$0
Net Assets	$306,849

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$4,903	$0

990-PF

Filed on April 11, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$31,945

Expenses

$18,157

Net Income

$13,788

Net Assets

$300,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,683	20.9%
Sales of Assets	$25,244	79.0%
Other Income	$18	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,085	77.6%
Compensation of Officers*	$4,702	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$300,950
Total Liabilities	$0
Net Assets	$300,950

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$4,702	$0

990-PF

Filed on March 29, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$3,983

Expenses

$19,662

Net Income

-$15,679

Net Assets

$292,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,608	> 100%
Sales of Assets	-$2,625
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,455	83.7%
Compensation of Officers*	$4,384	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$292,628
Total Liabilities	$0
Net Assets	$292,628

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$4,384	$0

990-PF

Filed on March 31, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$11,995

Expenses

$20,461

Net Income

-$8,466

Net Assets

$310,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,628	63.6%
Sales of Assets	$4,367	36.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,007	83.1%
Compensation of Officers*	$4,732	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$310,477
Total Liabilities	$0
Net Assets	$310,477

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$4,732	$0

990-PF

Filed on April 25, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$9,819

Expenses

$19,652

Net Income

-$9,833

Net Assets

$319,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,833	69.6%
Sales of Assets	$2,625	26.7%
Other Income	$361	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,225	82.6%
Compensation of Officers*	$4,967	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	$319,911
Total Liabilities	$0
Net Assets	$319,911

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Under Trustee)	$4,967	$0

990-PF

Filed on April 29, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$15,382

Expenses

$21,756

Net Income

-$6,374

Net Assets

$323,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,832	50.9%
Sales of Assets	$7,611	49.5%
Other Income	-$61

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,704	81.4%
Compensation of Officers*	$4,860	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$323,114
Total Liabilities	$0
Net Assets	$323,114

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$33,151

Expenses

$17,837

Net Income

$15,314

Net Assets

$329,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,333	28.2%
Sales of Assets	$23,868	72.0%
Other Income	-$50

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,831	77.5%
Compensation of Officers*	$4,855	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$329,595
Total Liabilities	$0
Net Assets	$329,595

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$25,010

Expenses

$18,918

Net Income

$6,092

Net Assets

$314,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,174	32.7%
Sales of Assets	$17,000	68.0%
Other Income	-$164

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,370	81.2%
Compensation of Officers*	$4,895	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$314,318
Total Liabilities	$0
Net Assets	$314,318

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Edward Case Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $34.4k (2024)

Expenses $22.2k (2024)

Total Assets $331k (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

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

Revenue

$34.4k (2024)

Expenses

$22.2k (2024)

Total Assets

$331k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2020

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2019

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2018

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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

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2011

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Fiscal Year Ending Dec.
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