Charles Meyer Trust

Houston, TX
Tax-exempt since Sept. 1971
EIN: 74-6035534

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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

$55.9k (2025)

Expenses

$40.8k (2025)

Total Assets

$513k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 May
2025

Revenue

$55,865

Expenses

$40,835

Net Income

$15,030

Net Assets

$512,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,842	24.8%
Sales of Assets	$42,023	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,878	83.0%
Compensation of Officers*	$8,439	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$512,735
Total Liabilities	$0
Net Assets	$512,735

Compensation

Key Employees and Officers	Compensation	Other
Frost Bank Frost Bank (Trustee)	$8,439	$0
Melissa Hernandez (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0
Richard Mann (Director)	$0	$0

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990-PF

Filed on July 22, 2025

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

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XML

Fiscal Year Ending May
2024

Revenue

$39,069

Expenses

$29,464

Net Income

$9,605

Net Assets

$497,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,773	35.3%
Sales of Assets	$25,155	64.4%
Other Income	$141	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,740	90.8%
Compensation of Officers*	$7,646	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$497,705
Total Liabilities	$0
Net Assets	$497,705

Compensation

Key Employees and Officers	Compensation	Other
Frost Bank Frost Bank (Trustee)	$7,646	$0
James Woolsey (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0
Chad Disch (Director)	$0	$0

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990-PF

Filed on Aug. 9, 2024

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

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XML

Fiscal Year Ending May
2023

Revenue

$13,670

Expenses

$42,843

Net Income

-$29,173

Net Assets

$488,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,150	88.9%
Sales of Assets	$1,520	11.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,187	82.1%
Compensation of Officers*	$7,341	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$488,100
Total Liabilities	$0
Net Assets	$488,100

Compensation

Key Employees and Officers	Compensation	Other
Frost Bank Frost Bank (Trustee)	$7,341	$0
James Woolsey (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0
Chad Disch (Director)	$0	$0

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990-PF

Filed on Sept. 14, 2023

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

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Fiscal Year Ending May
2022

Revenue

$40,572

Expenses

$26,606

Net Income

$13,966

Net Assets

$517,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,798	31.5%
Sales of Assets	$27,774	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,161	75.8%
Compensation of Officers*	$8,762	32.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$517,273
Total Liabilities	$0
Net Assets	$517,273

Compensation

Key Employees and Officers	Compensation	Other
Frost Bank Frost Bank (Trustee)	$8,762	$0
James Woolsey (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0
Chad Disch (Director)	$0	$0

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990-PF

Filed on Sept. 29, 2022

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

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Fiscal Year Ending May
2021

Revenue

$31,437

Expenses

$11,341

Net Income

$20,096

Net Assets

$503,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,788	24.8%
Sales of Assets	$23,612	75.1%
Other Income	$37	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,756	50.8%
Compensation of Officers*	$7,690	67.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$503,307
Total Liabilities	$1
Net Assets	$503,306

Compensation

Key Employees and Officers	Compensation	Other
Frost Bank Frost Bank (Trustee)	$7,690	$0
James Woolsey (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0
Chad Disch (Director)	$0	$0

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990-PF

Filed on Oct. 4, 2021

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

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Fiscal Year Ending May
2020

Revenue

$24,522

Expenses

$10,302

Net Income

$14,220

Net Assets

$483,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,777	43.9%
Sales of Assets	$13,745	56.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,179	50.3%
Compensation of Officers*	$5,959	57.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$483,211
Total Liabilities	$1
Net Assets	$483,210

Compensation

Key Employees and Officers	Compensation	Other
Frost National Bank (Trustee)	$5,959	$0
James Woolsey (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0
Chad Disch (Director)	$0	$0

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990-PF

Filed on Oct. 13, 2020

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

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Fiscal Year Ending May
2019

Revenue

$32,909

Expenses

$14,185

Net Income

$18,724

Net Assets

$468,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$9,650	29.3%
Sales of Assets	$23,248	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,952	70.2%
Compensation of Officers*	$5,760	40.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$468,894
Total Liabilities	$0
Net Assets	$468,894

Compensation

Key Employees and Officers	Compensation	Other
Frost National Bank (Trustee)	$5,760	$0
James Woolsey (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0
Chad Disch (Director)	$0	$0

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990-PF

Filed on Oct. 15, 2019

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

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Fiscal Year Ending May
2018

Revenue

$31,216

Expenses

$52,910

Net Income

-$21,694

Net Assets

$450,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$8,479	27.2%
Sales of Assets	$22,722	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,279	93.1%
Compensation of Officers*	$5,150	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$450,170
Total Liabilities	$0
Net Assets	$450,170

Compensation

Key Employees and Officers	Compensation	Other
Frost National Bank (Trustee)	$5,150	$0
James Woolsey (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0
Chad Disch (Director)	$0	$0

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990-PF

Filed on Jan. 15, 2019

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

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Fiscal Year Ending May
2017

Revenue

$84,850

Expenses

$23,230

Net Income

$61,620

Net Assets

$471,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,331	8.6%
Sales of Assets	$77,434	91.3%
Other Income	$85	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,550	71.2%
Compensation of Officers*	$5,191	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	$472,832
Total Liabilities	$968
Net Assets	$471,864

Compensation

Key Employees and Officers	Compensation	Other
Frost National Bank (Trustee)	$5,191	$0
James Woolsey (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0
Chad Disch (Director)	$0	$0

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990-PF

Filed on Aug. 16, 2017

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

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Fiscal Year Ending May
2016

Revenue

$35,383

Expenses

$22,996

Net Income

$12,387

Net Assets

$410,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,725	33.1%
Sales of Assets	$23,658	66.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,775	72.9%
Compensation of Officers*	$5,063	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	$410,244
Total Liabilities	$0
Net Assets	$410,244

Compensation

Key Employees and Officers	Compensation	Other
Frost National Bank (Trustee)	$5,063	$0
Lindsay Glover (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0

990-PF

Filed on Sept. 30, 2016

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

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Fiscal Year Ending May
2015

Revenue

$41,683

Expenses

$27,841

Net Income

$13,842

Net Assets

$397,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,950	21.5%
Sales of Assets	$32,733	78.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,400	73.3%
Compensation of Officers*	$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	$397,857
Total Liabilities	$0
Net Assets	$397,857

Compensation

Key Employees and Officers	Compensation	Other
Frost National Bank (Trustee)	$0	$0
Freddie Meier Frost Nat'l Bank (Director)	$0	$0
Janet Bertolino Trust Officer (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0

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990-PF

Filed on Oct. 7, 2015

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

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Fiscal Year Ending May
2014

Revenue

$26,100

Expenses

$37,904

Net Income

-$11,804

Net Assets

$384,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,633	36.9%
Sales of Assets	$16,467	63.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,400	80.2%
Compensation of Officers*	$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	$384,015
Total Liabilities	$0
Net Assets	$384,015

Compensation

Key Employees and Officers	Compensation	Other
Frost National Bank (Trustee)	$0	$0
Freddie Meier Frost Nat'l Bank (Director)	$0	$0
Janet Bertolino Trust Officer (Director)	$0	$0
Rabbi Temple B'nai Israel (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2014

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

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Fiscal Year Ending May
2013

Revenue

$20,034

Expenses

$27,814

Net Income

-$7,780

Net Assets

$395,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,990	39.9%
Sales of Assets	$12,044	60.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,400	80.5%
Compensation of Officers*	$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	$395,819
Total Liabilities	$1
Net Assets	$395,818

990-PF

Filed on Dec. 26, 2013

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

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Fiscal Year Ending May
2012

Revenue

$10,300

Expenses

$37,680

Net Income

-$27,380

Net Assets

$403,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,172	89.0%
Sales of Assets	$1,128	11.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,400	86.0%
Compensation of Officers*	$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	$403,599
Total Liabilities	$1
Net Assets	$403,598

990-PF

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

PDF

Fiscal Year Ending May
2011

Revenue

$15,050

Expenses

$32,813

Net Income

-$17,763

Net Assets

$430,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,525	63.3%
Sales of Assets	$5,525	36.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,300	83.2%
Compensation of Officers*	$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	$430,979
Total Liabilities	$0
Net Assets	$430,979

990-PF

Primary tax return for a private foundation'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.

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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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Updated January 26, 2026

Charles Meyer Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $55.9k (2025)

Expenses $40.8k (2025)

Total Assets $513k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$55.9k (2025)

Expenses

$40.8k (2025)

Total Assets

$513k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

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2021

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2020

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2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002

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2001