Trust Uw Louise E Terry

Organization summary

Type of Nonprofit

Designated as a 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 Oct.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,906
Expenses
$9,178
Net Income
$5,728
Net Assets
$132,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,697
24.8%
Sales of Assets $11,176
75.0%
Other Income $33
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,872
74.9%
Compensation of Officers* $2,247
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $132,900
Total Liabilities $0
Net Assets $132,900
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,247 $0

Document Links

Fiscal Year Ending Oct.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,671
Expenses
$8,089
Net Income
-$2,418
Net Assets
$127,859
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,375
59.5%
Sales of Assets $2,001
35.3%
Other Income $295
5.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,779
71.4%
Compensation of Officers* $2,131
26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $127,859
Total Liabilities $0
Net Assets $127,859
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,131 $0

Document Links

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,171
Expenses
$8,979
Net Income
-$10,150
Net Assets
$125,363
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,960
Sales of Assets -$4,131
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,362
70.9%
Compensation of Officers* $1,902
21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $125,363
Total Liabilities $0
Net Assets $125,363
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $1,902 $0

Document Links

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,586
Expenses
$12,977
Net Income
$12,609
Net Assets
$131,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,816
11.0%
Sales of Assets $22,770
89.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,772
83.0%
Compensation of Officers* $2,058
15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $131,394
Total Liabilities $0
Net Assets $131,394
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,058 $0

Document Links

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,505
Expenses
$9,001
Net Income
$504
Net Assets
$142,812
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,388
25.1%
Sales of Assets $7,117
74.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,420
71.3%
Compensation of Officers* $2,324
25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,813
Total Liabilities $1
Net Assets $142,812
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,324 $0

Document Links

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,340
Expenses
$8,095
Net Income
$3,245
Net Assets
$124,693
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,726
24.0%
Sales of Assets $8,528
75.2%
Other Income $86
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,125
75.7%
Compensation of Officers* $1,893
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $124,694
Total Liabilities $1
Net Assets $124,693
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,893 $0

Document Links

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,157
Expenses
$10,848
Net Income
-$2,691
Net Assets
$121,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,778
34.1%
Sales of Assets $5,379
65.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,561
78.9%
Compensation of Officers* $1,872
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $121,972
Total Liabilities $0
Net Assets $121,972

Document Links

Fiscal Year Ending Oct.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,168
Expenses
$7,618
Net Income
-$1,450
Net Assets
$120,194
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,677
43.4%
Sales of Assets $3,491
56.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,643
74.1%
Compensation of Officers* $1,810
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $120,194
Total Liabilities $0
Net Assets $120,194
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,810 $0

Document Links

Fiscal Year Ending Oct.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,258
Expenses
$9,640
Net Income
-$8,382
Net Assets
$118,716
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,069
> 100%
Sales of Assets -$1,828
Other Income $17
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,474
87.9%
Compensation of Officers* $1,753
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $118,716
Total Liabilities $0
Net Assets $118,716
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,753 $0

Document Links

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,420
Expenses
$8,073
Net Income
-$3,653
Net Assets
$127,367
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,953
66.8%
Sales of Assets $1,453
32.9%
Other Income $14
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,843
84.8%
Compensation of Officers* $1,899
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $127,367
Total Liabilities $0
Net Assets $127,367
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $1,899 $0

Document Links

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,239
Expenses
$8,384
Net Income
$855
Net Assets
$130,368
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,166
34.3%
Sales of Assets $6,073
65.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,998
83.5%
Compensation of Officers* $2,006
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $130,368
Total Liabilities $0
Net Assets $130,368
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,006 $0

Document Links

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,770
Expenses
$8,683
Net Income
$6,087
Net Assets
$132,012
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,933
26.6%
Sales of Assets $10,848
73.4%
Other Income -$11
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,274
83.8%
Compensation of Officers* $1,945
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $132,012
Total Liabilities $0
Net Assets $132,012

Document Links

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,707
Expenses
$7,496
Net Income
$1,211
Net Assets
$127,234
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,364
38.6%
Sales of Assets $5,451
62.6%
Other Income -$108
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,074
81.0%
Compensation of Officers* $1,655
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $127,234
Total Liabilities $0
Net Assets $127,234

Document Links

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,884
Expenses
$6,634
Net Income
$2,250
Net Assets
$126,190
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,996
33.7%
Sales of Assets $5,741
64.6%
Other Income $147
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,588
84.2%
Compensation of Officers* $1,575
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $126,190
Total Liabilities $0
Net Assets $126,190

Document Links

Fiscal Year Ending Oct.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

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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  • Raw filing data. Includes EINs and summary financials as structured data.
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