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Trust Uw M Zalles 7 8219 Wells College Etl

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$132k (2024)

Expenses
$121k (2024)

Total Assets
$1.45M (2024)

Total Liabilities
$0 (2024)

Years with missing data
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 Nov.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$131,700
Expenses
$121,137
Net Income
$10,563
Net Assets
$1,451,069
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,015
39.5%
Sales of Assets $79,685
60.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $98,334
81.2%
Compensation of Officers* $36,465
30.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,451,069
Total Liabilities $0
Net Assets $1,451,069
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $33,473 $0
David Bottoms (Co Trustee) $2,992 $0

Document Links

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,701
Expenses
$121,909
Net Income
$5,792
Net Assets
$1,440,509
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,026
32.9%
Sales of Assets $84,744
66.4%
Other Income $931
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $103,206
84.7%
Compensation of Officers* $33,145
27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,440,509
Total Liabilities $0
Net Assets $1,440,509
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $30,719 $0
David Bottoms (Co Trustee) $2,426 $0

Document Links

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,726
Expenses
$109,460
Net Income
-$51,734
Net Assets
$1,434,718
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,873
82.9%
Sales of Assets $9,853
17.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,113
78.7%
Compensation of Officers* $37,082
33.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,434,718
Total Liabilities $0
Net Assets $1,434,718
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $34,313 $0
David Bottoms (Co Trustee) $2,769 $0

Document Links

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$159,438
Expenses
$136,297
Net Income
$23,141
Net Assets
$1,481,448
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,318
22.2%
Sales of Assets $124,120
77.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $117,820
86.4%
Compensation of Officers* $36,319
26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,481,448
Total Liabilities $0
Net Assets $1,481,448
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $32,717 $0
David Bottoms (Co Trustee) $3,602 $0

Document Links

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,300
Expenses
$111,347
Net Income
-$51,047
Net Assets
$1,457,319
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,929
64.6%
Sales of Assets $21,371
35.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,675
84.1%
Compensation of Officers* $31,526
28.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,457,320
Total Liabilities $1
Net Assets $1,457,319
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $29,609 $0
David Bottoms (Co Trustee) $1,917 $0

Document Links

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,262
Expenses
$110,693
Net Income
-$59,431
Net Assets
$1,508,325
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,148
82.2%
Sales of Assets $9,114
17.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $92,892
83.9%
Compensation of Officers* $26,276
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 $1,508,326
Total Liabilities $1
Net Assets $1,508,325
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $24,200 $0
David Bottoms (Co Trustee) $2,076 $0

Document Links

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$72,948
Expenses
$102,985
Net Income
-$30,037
Net Assets
$1,567,755
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,871
58.8%
Sales of Assets $28,520
39.1%
Other Income $1,557
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,671
85.1%
Compensation of Officers* $23,014
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 $1,567,755
Total Liabilities $0
Net Assets $1,567,755
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $20,911 $0
David Bottoms (Co Trustee) $2,103 $0

Document Links

Fiscal Year Ending Nov.
2017

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 Nov.
2016

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 Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,557
Expenses
$118,974
Net Income
-$73,417
Net Assets
$1,271,410
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,613
87.0%
Sales of Assets $2,277
5.0%
Other Income $3,667
8.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $103,497
87.0%
Compensation of Officers* $19,372
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,271,410
Total Liabilities $0
Net Assets $1,271,410

Document Links

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,395
Expenses
$108,799
Net Income
-$82,404
Net Assets
$1,342,326
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,806
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,880
78.0%
Compensation of Officers* $18,020
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,342,326
Total Liabilities $0
Net Assets $1,342,326

Document Links

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$246,319
Expenses
$98,050
Net Income
$148,269
Net Assets
$1,419,731
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,357
15.2%
Sales of Assets $207,588
84.3%
Other Income $1,374
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $85,280
87.0%
Compensation of Officers* $15,554
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 $1,419,731
Total Liabilities $0
Net Assets $1,419,731

Document Links

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,436
Expenses
$116,264
Net Income
-$83,828
Net Assets
$1,271,489
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,420
100.0%
Sales of Assets $16
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,699
86.6%
Compensation of Officers* $15,046
12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,271,489
Total Liabilities $0
Net Assets $1,271,489

Document Links

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,420
Expenses
$71,876
Net Income
$35,544
Net Assets
$1,355,314
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $81
0.1%
Dividends $47,103
43.8%
Sales of Assets $60,140
56.0%
Other Income $96
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,836
80.5%
Compensation of Officers* $17,932
24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,355,315
Total Liabilities $1
Net Assets $1,355,314

Document Links

Fiscal Year Ending Nov.
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 Nov.
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 Nov.
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 Nov.
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 Nov.
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 Nov.
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 Nov.
2004

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 Nov.
2003

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 Nov.
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

Fiscal Year Ending Nov.
2001

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.

Which Organizations Are Here?

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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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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