Callie Mcgrath Charitable Tr 071295

Dallas, TX
Tax-exempt since Oct. 1995
EIN: 95-6995594

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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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.38M (2024)

Expenses

$873k (2024)

Total Assets

$13.8M (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

$1,379,755

Expenses

$873,487

Net Income

$506,268

Net Assets

$13,847,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$410,179	29.7%
Sales of Assets	$969,576	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$757,859	86.8%
Compensation of Officers*	$137,568	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	$13,847,308
Total Liabilities	$0
Net Assets	$13,847,308

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$137,568	$0

990-PF

Filed on April 3, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$546,377

Expenses

$854,502

Net Income

-$308,125

Net Assets

$13,331,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$383,225	70.1%
Sales of Assets	$163,152	29.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$763,366	89.3%
Compensation of Officers*	$122,520	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	$13,331,781
Total Liabilities	$0
Net Assets	$13,331,781

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$122,520	$0

990-PF

Filed on April 24, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$196,120

Expenses

$933,844

Net Income

-$737,724

Net Assets

$13,632,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$333,380	> 100%
Sales of Assets	-$137,260
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$834,314	89.3%
Compensation of Officers*	$121,690	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,632,497
Total Liabilities	$0
Net Assets	$13,632,497

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$121,690	$0

990-PF

Filed on May 2, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$1,979,790

Expenses

$909,412

Net Income

$1,070,378

Net Assets

$14,373,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$289,563	14.6%
Sales of Assets	$1,690,227	85.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$787,008	86.5%
Compensation of Officers*	$130,062	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	$14,373,260
Total Liabilities	$0
Net Assets	$14,373,260

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$130,062	$0

990-PF

Filed on April 6, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$789,681

Expenses

$780,769

Net Income

$8,912

Net Assets

$13,225,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$258,161	32.7%
Sales of Assets	$512,178	64.9%
Other Income	$19,342	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$699,276	89.6%
Compensation of Officers*	$113,098	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,225,082
Total Liabilities	$1
Net Assets	$13,225,081

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$113,098	$0

990-PF

Filed on April 28, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$797,294

Expenses

$806,367

Net Income

-$9,073

Net Assets

$13,208,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$329,938	41.4%
Sales of Assets	$467,346	58.6%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$696,685	86.4%
Compensation of Officers*	$112,678	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	$13,208,064
Total Liabilities	$1
Net Assets	$13,208,063

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$112,678	$0

990-PF

Filed on March 26, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$858,798

Expenses

$796,658

Net Income

$62,140

Net Assets

$13,240,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$296,654	34.5%
Sales of Assets	$562,144	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$669,670	84.1%
Compensation of Officers*	$115,501	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,240,922
Total Liabilities	$0
Net Assets	$13,240,922

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$115,501	$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

$1,495,170

Expenses

$733,579

Net Income

$761,591

Net Assets

$13,168,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$276,299	18.5%
Sales of Assets	$1,218,568	81.5%
Other Income	$303	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$652,757	89.0%
Compensation of Officers*	$112,482	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,168,972
Total Liabilities	$0
Net Assets	$13,168,972

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$112,482	$0

990-PF

Filed on April 12, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$269,882

Expenses

$751,294

Net Income

-$481,412

Net Assets

$12,594,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$296,797	> 100%
Sales of Assets	-$26,915
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$672,374	89.5%
Compensation of Officers*	$108,883	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,594,262
Total Liabilities	$0
Net Assets	$12,594,262

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$108,883	$0

990-PF

Filed on April 7, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$508,057

Expenses

$766,245

Net Income

-$258,188

Net Assets

$13,126,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$327,490	64.5%
Sales of Assets	$180,567	35.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$684,313	89.3%
Compensation of Officers*	$112,280	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	$13,126,587
Total Liabilities	$0
Net Assets	$13,126,587

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$112,280	$0

990-PF

Filed on April 7, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$539,708

Expenses

$757,650

Net Income

-$217,942

Net Assets

$13,388,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$312,992	58.0%
Sales of Assets	$226,716	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$672,858	88.8%
Compensation of Officers*	$119,399	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,388,437
Total Liabilities	$0
Net Assets	$13,388,437

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$119,399	$0

990-PF

Filed on April 8, 2015

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

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$1,691,310

Expenses

$810,314

Net Income

$880,996

Net Assets

$13,409,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$383,923	22.7%
Sales of Assets	$1,309,001	77.4%
Other Income	-$1,614

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$703,273	86.8%
Compensation of Officers*	$105,895	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,409,577
Total Liabilities	$0
Net Assets	$13,409,577

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$516,433

Expenses

$711,197

Net Income

-$194,764

Net Assets

$12,559,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$353,591	68.5%
Sales of Assets	$162,842	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$626,792	88.1%
Compensation of Officers*	$71,455	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,559,189
Total Liabilities	$0
Net Assets	$12,559,189

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,905,482

Expenses

$670,487

Net Income

$1,234,995

Net Assets

$12,756,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$439,961	23.1%
Sales of Assets	$1,461,314	76.7%
Other Income	$4,207	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$616,739	92.0%
Compensation of Officers*	$66,323	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,756,489
Total Liabilities	$0
Net Assets	$12,756,489

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

Callie Mcgrath Charitable Tr 071295

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.38M (2024)

Expenses $873k (2024)

Total Assets $13.8M (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

$1.38M (2024)

Expenses

$873k (2024)

Total Assets

$13.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2013

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