Civic Intelligence

Thomas & Lillian Sowell Charitable Trust

990T • Fiscal year 2023 • EIN 59-7247352

Oct 01, 2022 to Sep 30, 2023 • Filed on Nov 30, 2023

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $16,819,162Liabilities 2011: $02011Assets 2012: $16,588,267Liabilities 2012: $02012Assets 2013: $17,525,516Liabilities 2013: $02013Assets 2014: $17,951,773Liabilities 2014: $02014Assets 2015: $18,892,712Liabilities 2015: $02015Assets 2016: $18,444,266Liabilities 2016: $02016Assets 2019: $19,696,981Liabilities 2019: $02019Assets 2020: $19,495,434Liabilities 2020: $0Net Assets 2020: $19,495,4342020Assets 2021: $22,453,762Liabilities 2021: $0Net Assets 2021: $22,453,7622021Assets 2022: $22,718,373Liabilities 2022: $0Net Assets 2022: $22,718,3732022Assets 2023: $22,424,782Liabilities 2023: $12023Assets 2024: $23,072,410Liabilities 2024: $0Net Assets 2024: $23,072,4102024

Latest loaded filing

2024

Assets$23,072,410
Liabilities$0
Net Assets$23,072,410
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,192,864Expenses 2011: $1,319,533Net Income 2011: $1,873,3312011Revenue 2012: $1,042,392Expenses 2012: $1,273,284Net Income 2012: -$230,8922012Revenue 2013: $2,201,139Expenses 2013: $1,295,332Net Income 2013: $905,8072013Revenue 2014: $1,276,053Expenses 2014: $1,324,131Net Income 2014: -$48,0782014Revenue 2015: $2,360,076Expenses 2015: $1,413,646Net Income 2015: $946,4302015Revenue 2016: $1,279,469Expenses 2016: $1,464,242Net Income 2016: -$184,7732016Revenue 2019: $933,886Expenses 2019: $1,499,891Net Income 2019: -$566,0052019Revenue 2020: $3,008,726Expenses 2020: $1,477,692Net Income 2020: $1,531,0342020Revenue 2021: $1,516,429Expenses 2021: $1,385,749Net Income 2021: $130,6802021Revenue 2022: $5,480,967Expenses 2022: $1,780,203Net Income 2022: $3,700,7642022Revenue 2023: $866,108Expenses 2023: $1,700,499Net Income 2023: -$834,3912023Revenue 2024: $1,168,714Expenses 2024: $1,375,312Net Income 2024: -$206,5982024

Latest loaded filing

2024

Revenue$1,168,714
Expenses$1,375,312
Net Income-$206,598
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Nov 30, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Thomas & Lillian Sowell Charitable Trust
EIN
59-7247352
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2023-11-30
Raw XML Appendix99 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/CapitalGainDistributionsAmt0104779
IRS1041ScheduleD/CapitalLossLimitationAmt03000
IRS1041ScheduleD/DiffOfSmallerAmt02800
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt013700
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-94006
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-369139
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0-463145
IRS1041ScheduleD/Form4797GainOrLossAmt0184012
IRS1041ScheduleD/GainLessIncludedAmt0323232
IRS1041ScheduleD/GainPlusDividendsAmt0323232
IRS1041ScheduleD/NetIncomeMinusSmallerAmt0320432
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0-94006
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0-382797
IRS1041ScheduleD/NetSmallerAmt0169722
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-369139
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0-369139
IRS1041ScheduleD/NetTimesPercentAmt033944
IRS1041ScheduleD/QlfyDividendsEstateTrustAmt0323232
IRS1041ScheduleD/SmallerOfCalcAmt010900
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02800
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt0183422
IRS1041ScheduleD/SmallerTimesPercentAmt01635
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt013700
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt010900
IRS1041ScheduleD/TaxableIncomeAmt0183422
IRS1041ScheduleD/TaxAmt035579
IRS1041ScheduleD/TaxOnTaxableIncomeAmt066129
IRS1041ScheduleD/TaxPlusTimePercentAmt035579
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-94006
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-369139
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0-463145
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt02800
IRS990T/BalanceDueAmt020531
IRS990T/BookValueAssetsEOYAmt022718373
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/EstimatedTaxPaymentsAmt015000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PriorYearOverpaymentCreditAmt048
IRS990TScheduleA/OtherDeductionsAmt0722
IRS990TScheduleA/OtherIncomeAmt01132
IRS990TScheduleA/PrincipalBusinessActivityCd0110000
IRS990TScheduleA/PrincipalBusinessActivityCd1211110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalDeductionsAmt0722
IRS990TScheduleA/TotalOrdinaryGainLossAmt0184012
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0184012
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt11132
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0184012
IRS990TScheduleA/TotUnrltTrdBusIncmAmt11132
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0TIMBER SALES - TEXAS
IRS990TScheduleA/TradeOrBusinessDesc1O&G WORKING INTEREST - TEXAS
IRS990TScheduleA/UBIBeforeNOLDedAmt0184012
IRS990TScheduleA/UBIBeforeNOLDedAmt1410
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0184012
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1410
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt035579
IRS990T/TaxLessCreditsAmt035579
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt015048
IRS990T/TotalTaxAmt035579
IRS990T/TotalTaxComputationAmt035579
IRS990T/TotalUBTIAmt0183422
IRS990T/TotalUBTIBeforeNOLSpecificAmt0184422
IRS990T/TotalUBTIBeforeSection199AAmt0184422
IRS990T/TotalUBTIComputedAmt0184422
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS & LILLIAN SOWELL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOWE
ReturnHeader/Filer/EIN0597247352
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02023-12-01T11:00:40-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$1.17$1.38$0.21
2023Summary only. Only limited summary data is available for this year.$22.4$0.00$0.87$1.70$0.83
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.00$22.7$5.48$1.78$3.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.00$22.5$1.52$1.39$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.00$19.5$3.01$1.48$1.53
2019Summary only. Only limited summary data is available for this year.$19.7$0.00$0.93$1.50$0.57
2016Summary only. Only limited summary data is available for this year.$18.4$0.00$1.28$1.46$0.18
2015Summary only. Only limited summary data is available for this year.$18.9$0.00$2.36$1.41$0.95
2014Summary only. Only limited summary data is available for this year.$18.0$0.00$1.28$1.32$0.05
2013Summary only. Only limited summary data is available for this year.$17.5$0.00$2.20$1.30$0.91
2012Summary only. Only limited summary data is available for this year.$16.6$0.00$1.04$1.27$0.23
2011Summary only. Only limited summary data is available for this year.$16.8$0.00$3.19$1.32$1.87