Patel Family Charitable Trust

Vernon, TX
Tax-exempt since June 1998
EIN: 75-2743357

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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.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$7.97k (2024)

Expenses

$8.91k (2024)

Total Assets

$101k (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

$7,974

Expenses

$8,910

Net Income

-$936

Net Assets

$101,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,795	35.1%
Sales of Assets	$5,179	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,500	73.0%
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	$101,185
Total Liabilities	$0
Net Assets	$101,185

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0
Albert Ragland (Successor Chairman/Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$3,474

Expenses

$8,239

Net Income

-$4,765

Net Assets

$102,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,548	73.3%
Sales of Assets	$926	26.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,821	70.7%
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	$102,121
Total Liabilities	$0
Net Assets	$102,121

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0

990-PF

Filed on Nov. 6, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$15,821

Expenses

$8,224

Net Income

$7,597

Net Assets

$106,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	63.2%
Interest Revenue	$0
Dividends	$2,113	13.4%
Sales of Assets	$3,708	23.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,787	70.4%
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	$106,886
Total Liabilities	$0
Net Assets	$106,886

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0

990-PF

Filed on July 12, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$10,104

Expenses

$6,207

Net Income

$3,897

Net Assets

$99,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,921	28.9%
Sales of Assets	$7,183	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,188	67.5%
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	$99,299
Total Liabilities	$0
Net Assets	$99,299

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0
Jonathan Whitsitt (Member Selection Committee)	$0	$0
Tommy Cummings (Member Selection Committee)	$0	$0

990-PF

Filed on May 12, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

-$84,297

Expenses

$7,909

Net Income

-$92,206

Net Assets

$95,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,462
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,990	75.7%
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	$95,384
Total Liabilities	$1
Net Assets	$95,383

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0
Jonathan Whitsitt (Member Selection Committee)	$0	$0
Tommy Cummings (Member Selection Committee)	$0	$0

990-PF

Filed on May 17, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$4,066

Expenses

$7,562

Net Income

-$3,496

Net Assets

$187,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,882	70.9%
Sales of Assets	$1,184	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,505	72.8%
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	$187,340
Total Liabilities	$1
Net Assets	$187,339

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0
Jonathan Whitsitt (Member Selection Committee)	$0	$0
Tommy Cummings (Member Selection Committee)	$0	$0

990-PF

Filed on June 9, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$7,506

Expenses

$9,162

Net Income

-$1,656

Net Assets

$190,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,916	38.8%
Sales of Assets	$4,590	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,115	77.7%
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	$190,812
Total Liabilities	$0
Net Assets	$190,812

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0
Jonathan Whitsitt (Member Selection Committee)	$0	$0
Tommy Cummings (Member Selection Committee)	$0	$0

990-PF

Filed on May 10, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$4,145

Expenses

$8,960

Net Income

-$4,815

Net Assets

$192,368

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,237	54.0%
Sales of Assets	$1,908	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,020	78.3%
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	$192,368
Total Liabilities	$0
Net Assets	$192,368

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0
Jonathan Whitsitt (Trustee)	$0	$0
Lynn Anderson (Trustee)	$0	$0

990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$3,883

Expenses

$9,470

Net Income

-$5,587

Net Assets

$197,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,510	64.6%
Sales of Assets	$1,373	35.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,484	79.0%
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	$197,184
Total Liabilities	$0
Net Assets	$197,184

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0
Jonathan Whitsitt (Trustee)	$0	$0
Lynn Anderson (Trustee)	$0	$0

990-PF

Filed on May 4, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$14,335

Expenses

$8,006

Net Income

$6,329

Net Assets

$202,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,248	29.6%
Sales of Assets	$10,087	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,448	68.0%
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	$202,745
Total Liabilities	$0
Net Assets	$202,745

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0
Jonathan Whitsitt (Trustee)	$0	$0
Chris Granger (Trustee)	$0	$0

990-PF

Filed on May 9, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$110,939

Expenses

$5,613

Net Income

$105,326

Net Assets

$196,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,773	90.8%
Interest Revenue	$0
Dividends	$3,843	3.5%
Sales of Assets	$6,323	5.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,860	68.8%
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	$196,416
Total Liabilities	$0
Net Assets	$196,416

Compensation

Key Employees and Officers	Compensation	Other
James E Smith (Chairman/Trustee)	$0	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$2,586

Expenses

$3,909

Net Income

-$1,323

Net Assets

$91,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,001	38.7%
Interest Revenue	$0
Dividends	$1,822	70.5%
Sales of Assets	-$237
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,929	74.9%
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	$91,090
Total Liabilities	$0
Net Assets	$91,090

Compensation

Key Employees and Officers	Compensation	Other
Trish Byars (Trustee)	$0	$0
James E Smith (Chairman/Trustee)	$0	$0
Michael Dominguez (Trustee)	$0	$0

990-PF

Filed on May 1, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$44,349

Expenses

$2,743

Net Income

$41,606

Net Assets

$92,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$43,449	98.0%
Interest Revenue	$0
Dividends	$1,602	3.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,252	82.1%
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	$92,413
Total Liabilities	$1
Net Assets	$92,412

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,889

Expenses

$1,685

Net Income

$1,204

Net Assets

$50,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,001	34.6%
Interest Revenue	$0
Dividends	$1,888	65.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$880	52.2%
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	$50,807
Total Liabilities	$1
Net Assets	$50,806

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

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Patel Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7.97k (2024)

Expenses $8.91k (2024)

Total Assets $101k (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

Compensation

Document Links

Revenue

$7.97k (2024)

Expenses

$8.91k (2024)

Total Assets

$101k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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