Charles K Smith Jr Trust Uw

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 May
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$193,865
Expenses
$244,754
Net Income
-$50,889
Net Assets
$3,594,779
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $117,693
60.7%
Sales of Assets $76,172
39.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $181,811
74.3%
Compensation of Officers* $52,737
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,594,779
Total Liabilities $0
Net Assets $3,594,779
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $52,737 $0

Document Links

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,100,809
Expenses
$228,276
Net Income
$872,533
Net Assets
$3,645,899
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,108
9.6%
Sales of Assets $994,701
90.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $181,455
79.5%
Compensation of Officers* $49,450
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,645,899
Total Liabilities $0
Net Assets $3,645,899
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $49,450 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$215,953
Expenses
$237,411
Net Income
-$21,458
Net Assets
$2,775,087
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $77,881
36.1%
Sales of Assets $138,072
63.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $187,501
79.0%
Compensation of Officers* $47,524
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,775,087
Total Liabilities $0
Net Assets $2,775,087
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $47,524 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$313,835
Expenses
$214,758
Net Income
$99,077
Net Assets
$2,797,175
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $78,121
24.9%
Sales of Assets $235,714
75.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $163,173
76.0%
Compensation of Officers* $55,980
26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,797,175
Total Liabilities $0
Net Assets $2,797,175
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $55,980 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,611
Expenses
$208,829
Net Income
-$52,218
Net Assets
$2,698,112
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,302
47.4%
Sales of Assets $81,264
51.9%
Other Income $1,045
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $162,629
77.9%
Compensation of Officers* $50,747
24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,698,112
Total Liabilities $0
Net Assets $2,698,112
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $50,747 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,543
Expenses
$212,932
Net Income
-$56,389
Net Assets
$2,750,276
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,603
56.0%
Sales of Assets $68,940
44.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $162,211
76.2%
Compensation of Officers* $46,762
22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,750,277
Total Liabilities $1
Net Assets $2,750,276
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $46,762 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$321,362
Expenses
$210,554
Net Income
$110,808
Net Assets
$2,806,457
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,192
24.6%
Sales of Assets $242,170
75.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $162,121
77.0%
Compensation of Officers* $46,157
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,806,457
Total Liabilities $0
Net Assets $2,806,457
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $46,157 $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

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
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$132,753
Expenses
$200,850
Net Income
-$68,097
Net Assets
$2,685,169
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $72,887
54.9%
Sales of Assets $59,866
45.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $161,512
80.4%
Compensation of Officers* $42,516
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 $2,685,169
Total Liabilities $0
Net Assets $2,685,169

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$141,884
Expenses
$245,144
Net Income
-$103,260
Net Assets
$2,752,685
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $86,929
61.3%
Sales of Assets $54,955
38.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $207,647
84.7%
Compensation of Officers* $44,979
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,752,685
Total Liabilities $0
Net Assets $2,752,685

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$159,292
Expenses
$197,401
Net Income
-$38,109
Net Assets
$2,815,411
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $72,041
45.2%
Sales of Assets $87,251
54.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $162,852
82.5%
Compensation of Officers* $39,011
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,815,411
Total Liabilities $0
Net Assets $2,815,411

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$174,072
Expenses
$175,872
Net Income
-$1,800
Net Assets
$2,853,415
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $98,125
56.4%
Sales of Assets $75,947
43.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $148,481
84.4%
Compensation of Officers* $32,447
18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,853,415
Total Liabilities $0
Net Assets $2,853,415

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,693
Expenses
$173,998
Net Income
-$59,305
Net Assets
$2,854,734
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.0%
Dividends $107,520
93.7%
Sales of Assets $7,162
6.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,323
86.4%
Compensation of Officers* $26,471
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,854,735
Total Liabilities $1
Net Assets $2,854,734

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
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 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.

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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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  • 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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