Joseph M Bennett Trust Uw

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.

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 May
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$655,446
Expenses
$248,098
Net Income
$407,348
Net Assets
$3,377,920
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,031
16.2%
Sales of Assets $545,148
83.2%
Other Income $4,267
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $196,830
79.3%
Compensation of Officers* $52,932
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,377,920
Total Liabilities $0
Net Assets $3,377,920
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $52,932 $0

Document Links

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$154,710
Expenses
$212,207
Net Income
-$57,497
Net Assets
$2,973,731
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $100,367
64.9%
Sales of Assets $49,902
32.3%
Other Income $4,441
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $166,474
78.4%
Compensation of Officers* $49,639
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 $2,973,731
Total Liabilities $0
Net Assets $2,973,731
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $49,639 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,493
Expenses
$204,176
Net Income
-$65,683
Net Assets
$3,031,695
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $100,398
72.5%
Sales of Assets $32,952
23.8%
Other Income $5,143
3.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,824
76.3%
Compensation of Officers* $47,542
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,031,695
Total Liabilities $0
Net Assets $3,031,695
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $47,542 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$263,106
Expenses
$204,254
Net Income
$58,852
Net Assets
$3,096,823
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,871
40.6%
Sales of Assets $153,089
58.2%
Other Income $3,146
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $156,316
76.5%
Compensation of Officers* $52,629
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 $3,096,823
Total Liabilities $0
Net Assets $3,096,823
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $52,629 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$119,938
Expenses
$205,138
Net Income
-$85,200
Net Assets
$3,038,551
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $83,715
69.8%
Sales of Assets $33,960
28.3%
Other Income $2,263
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,912
76.0%
Compensation of Officers* $48,803
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 $3,038,551
Total Liabilities $0
Net Assets $3,038,551
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $48,803 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$237,506
Expenses
$200,945
Net Income
$36,561
Net Assets
$3,122,809
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $97,855
41.2%
Sales of Assets $139,651
58.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,679
77.5%
Compensation of Officers* $46,671
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,122,810
Total Liabilities $1
Net Assets $3,122,809
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $46,671 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$205,432
Expenses
$207,372
Net Income
-$1,940
Net Assets
$3,086,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $86,707
42.2%
Sales of Assets $118,725
57.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,591
75.0%
Compensation of Officers* $46,105
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,086,642
Total Liabilities $0
Net Assets $3,086,642
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $46,105 $0

Document Links

Fiscal Year Ending May
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 May
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$72,929
Expenses
$190,953
Net Income
-$118,024
Net Assets
$3,010,137
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $130
0.2%
Dividends $81,059
> 100%
Sales of Assets -$9,728
Other Income $1,468
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $149,630
78.4%
Compensation of Officers* $44,621
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 $3,010,137
Total Liabilities $0
Net Assets $3,010,137
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $44,621 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,245
Expenses
$277,813
Net Income
-$222,568
Net Assets
$3,128,431
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $85,253
> 100%
Sales of Assets -$30,018
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $235,572
84.8%
Compensation of Officers* $45,566
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,128,431
Total Liabilities $0
Net Assets $3,128,431
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $45,566 $0

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$229,674
Expenses
$272,139
Net Income
-$42,465
Net Assets
$3,351,437
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.0%
Dividends $96,676
42.1%
Sales of Assets $129,387
56.3%
Other Income $3,602
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $228,382
83.9%
Compensation of Officers* $49,527
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 $3,351,437
Total Liabilities $0
Net Assets $3,351,437
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $49,527 $0

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$379,651
Expenses
$266,831
Net Income
$112,820
Net Assets
$3,391,812
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $97,321
25.6%
Sales of Assets $280,270
73.8%
Other Income $2,053
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $228,088
85.5%
Compensation of Officers* $48,353
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,391,812
Total Liabilities $0
Net Assets $3,391,812
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $48,353 $0

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$203,760
Expenses
$267,675
Net Income
-$63,915
Net Assets
$3,278,225
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $115,068
56.5%
Sales of Assets $88,687
43.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $227,217
84.9%
Compensation of Officers* $47,270
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,278,226
Total Liabilities $1
Net Assets $3,278,225

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,307
Expenses
$133,458
Net Income
$4,849
Net Assets
$3,340,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $125,932
91.1%
Sales of Assets $12,368
8.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,887
75.6%
Compensation of Officers* $37,949
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,340,970
Total Liabilities $1
Net Assets $3,340,969

Document Links

Fiscal Year Ending May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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.

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us