Georgia Safford Stone Tr Ua

Fleet National Bank Ttee

Dallas, TX
Tax-exempt since Dec. 1970
EIN: 06-6029757

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 Aug.
2025

Revenue

$1,289,514

Expenses

$738,919

Net Income

$550,595

Net Assets

$13,788,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$374,920	29.1%
Sales of Assets	$914,594	70.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$618,592	83.7%
Compensation of Officers*	$124,404	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,788,852
Total Liabilities	$0
Net Assets	$13,788,852

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$124,404	$0

990-PF

Filed on Dec. 2, 2025

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

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XML

Fiscal Year Ending Aug.
2024

Revenue

$446,975

Expenses

$737,797

Net Income

-$290,822

Net Assets

$13,238,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$351,641	78.7%
Sales of Assets	$83,252	18.6%
Other Income	$12,082	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$648,946	88.0%
Compensation of Officers*	$114,228	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,238,987
Total Liabilities	$0
Net Assets	$13,238,987

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$114,228	$0

990-PF

Filed on Oct. 22, 2024

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

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XML

Fiscal Year Ending Aug.
2023

Revenue

-$209,485

Expenses

$628,298

Net Income

-$837,783

Net Assets

$13,139,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$286,261
Sales of Assets	-$508,470
Other Income	$12,724

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$549,248	87.4%
Compensation of Officers*	$102,633	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	$13,139,151
Total Liabilities	$0
Net Assets	$13,139,151

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$102,633	$0

990-PF

Filed on Dec. 21, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$2,672,008

Expenses

$1,024,473

Net Income

$1,647,535

Net Assets

$13,706,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$279,669	10.5%
Sales of Assets	$2,392,339	89.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$875,168	85.4%
Compensation of Officers*	$110,146	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,706,055
Total Liabilities	$0
Net Assets	$13,706,055

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$110,146	$0

990-PF

Filed on Dec. 21, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$863,487

Expenses

$780,846

Net Income

$82,641

Net Assets

$14,197,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$233,520	27.0%
Sales of Assets	$629,967	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$691,822	88.6%
Compensation of Officers*	$109,879	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,197,714
Total Liabilities	$1
Net Assets	$14,197,713

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$109,879	$0

990-PF

Filed on Nov. 29, 2021

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

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Fiscal Year Ending Aug.
2020

Revenue

$1,039,869

Expenses

$701,297

Net Income

$338,572

Net Assets

$12,051,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$275,081	26.5%
Sales of Assets	$754,460	72.6%
Other Income	$10,328	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$616,348	87.9%
Compensation of Officers*	$96,945	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	$12,051,840
Total Liabilities	$1
Net Assets	$12,051,839

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$96,945	$0

990-PF

Filed on Nov. 30, 2020

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

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PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$726,081

Expenses

$783,168

Net Income

-$57,087

Net Assets

$12,134,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$260,541	35.9%
Sales of Assets	$465,540	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$679,405	86.8%
Compensation of Officers*	$97,237	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,134,886
Total Liabilities	$0
Net Assets	$12,134,886

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$97,237	$0

990-PF

Filed on Oct. 31, 2019

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

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PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$1,158,133

Expenses

$720,707

Net Income

$437,426

Net Assets

$12,341,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$253,870	21.9%
Sales of Assets	$904,263	78.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$644,088	89.4%
Compensation of Officers*	$99,306	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	$12,341,653
Total Liabilities	$0
Net Assets	$12,341,653

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$99,306	$0

990-PF

Filed on Dec. 10, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$473,541

Expenses

$678,627

Net Income

-$205,086

Net Assets

$11,870,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$256,309	54.1%
Sales of Assets	$207,622	43.8%
Other Income	$9,610	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$601,405	88.6%
Compensation of Officers*	$94,675	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,870,925
Total Liabilities	$0
Net Assets	$11,870,925

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$94,675	$0

990-PF

Filed on Dec. 4, 2017

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

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PDF XML

Fiscal Year Ending Aug.
2016

Revenue

-$30,894

Expenses

$669,775

Net Income

-$700,669

Net Assets

$11,830,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$289,260
Sales of Assets	-$330,718
Other Income	$10,564

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$591,788	88.4%
Compensation of Officers*	$91,970	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,830,793
Total Liabilities	$0
Net Assets	$11,830,793

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$91,970	$0

990-PF

Filed on Dec. 1, 2016

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

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PDF XML

Fiscal Year Ending Aug.
2015

Revenue

$289,727

Expenses

$748,003

Net Income

-$458,276

Net Assets

$12,630,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$260,107	89.8%
Sales of Assets	$12,887	4.4%
Other Income	$16,733	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$673,422	90.0%
Compensation of Officers*	$100,693	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,630,503
Total Liabilities	$0
Net Assets	$12,630,503

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$100,693	$0

990-PF

Filed on Dec. 1, 2015

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

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Fiscal Year Ending Aug.
2014

Revenue

$1,652,202

Expenses

$740,391

Net Income

$911,811

Net Assets

$12,881,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$207,456	12.6%
Sales of Assets	$1,444,746	87.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$633,641	85.6%
Compensation of Officers*	$91,991	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,881,310
Total Liabilities	$0
Net Assets	$12,881,310

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$91,991	$0

990-PF

Filed on Dec. 18, 2014

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

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PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$1,283,898

Expenses

$641,493

Net Income

$642,405

Net Assets

$11,727,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$322,560	25.1%
Sales of Assets	$956,696	74.5%
Other Income	$4,642	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$599,311	93.4%
Compensation of Officers*	$64,778	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,727,114
Total Liabilities	$0
Net Assets	$11,727,114

990-PF

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

PDF

Fiscal Year Ending Aug.
2012

Revenue

$386,032

Expenses

$659,228

Net Income

-$273,196

Net Assets

$11,086,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$381,910	98.9%
Sales of Assets	$4,122	1.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$615,846	93.4%
Compensation of Officers*	$62,264	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,086,841
Total Liabilities	$0
Net Assets	$11,086,841

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.
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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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Georgia Safford Stone Tr Ua

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

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2004

Fiscal Year Ending Aug.
2003