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Charlotte Roberts Tr Fbo The Congregational Society

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
−$1.95k (2023)

Expenses
$19.3k (2023)

Total Assets
$273k (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2012 to 2023

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 Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,953
Expenses
$19,300
Net Income
-$21,253
Net Assets
$272,734
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,925
Sales of Assets -$9,378
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,496
69.9%
Compensation of Officers* $5,018
26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $272,734
Total Liabilities $0
Net Assets $272,734
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $5,018 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,804
Expenses
$23,421
Net Income
$35,383
Net Assets
$288,333
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,952
10.1%
Sales of Assets $52,031
88.5%
Other Income $71
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,776
80.2%
Compensation of Officers* $5,180
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 $288,333
Total Liabilities $0
Net Assets $288,333
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $5,180 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,399
Expenses
$20,080
Net Income
-$2,681
Net Assets
$297,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,987
28.7%
Sales of Assets $12,412
71.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,889
74.1%
Compensation of Officers* $5,188
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 $297,403
Total Liabilities $1
Net Assets $297,402
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $5,188 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,838
Expenses
$17,512
Net Income
$7,326
Net Assets
$256,814
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,940
23.9%
Sales of Assets $17,132
69.0%
Other Income $266
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,384
76.4%
Compensation of Officers* $4,772
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 $256,815
Total Liabilities $1
Net Assets $256,814
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,772 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,436
Expenses
$19,812
Net Income
-$3,376
Net Assets
$258,983
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,737
34.9%
Sales of Assets $9,949
60.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,894
75.2%
Compensation of Officers* $4,759
24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $258,983
Total Liabilities $0
Net Assets $258,983
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,759 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,528
Expenses
$17,993
Net Income
$8,535
Net Assets
$265,837
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,544
20.9%
Sales of Assets $19,480
73.4%
Other Income $4
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,972
77.7%
Compensation of Officers* $4,742
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,837
Total Liabilities $0
Net Assets $265,837
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,742 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,331
Expenses
$22,154
Net Income
-$11,823
Net Assets
$256,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,689
55.1%
Sales of Assets $4,642
44.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,012
81.3%
Compensation of Officers* $4,736
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $256,999
Total Liabilities $0
Net Assets $256,999
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,736 $0

Document Links

Fiscal Year Ending Aug.
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 Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,784
Expenses
$18,534
Net Income
-$7,750
Net Assets
$280,242
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,114
56.7%
Sales of Assets $3,920
36.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,871
80.2%
Compensation of Officers* $4,352
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 $280,242
Total Liabilities $0
Net Assets $280,242
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,352 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,508
Expenses
$18,446
Net Income
$6,062
Net Assets
$285,736
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,296
29.8%
Sales of Assets $17,212
70.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,032
76.1%
Compensation of Officers* $4,391
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 $285,736
Total Liabilities $0
Net Assets $285,736
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,391 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,720
Expenses
$16,747
Net Income
$17,973
Net Assets
$287,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,496
21.6%
Sales of Assets $26,493
76.3%
Other Income -$19
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,310
79.5%
Compensation of Officers* $4,530
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $287,578
Total Liabilities $0
Net Assets $287,578

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,315
Expenses
$18,808
Net Income
$507
Net Assets
$265,505
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,654
39.6%
Sales of Assets $11,106
57.5%
Other Income -$195
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,711
78.2%
Compensation of Officers* $4,593
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,505
Total Liabilities $0
Net Assets $265,505

Document Links

Fiscal Year Ending Aug.
2011

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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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

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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