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Charles K Smith 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.15M (2024)

Expenses
$924k (2024)

Total Assets
$11.6M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2012 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 May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,152,630
Expenses
$923,720
Net Income
$1,228,910
Net Assets
$11,639,995
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $320,758
14.9%
Sales of Assets $1,822,787
84.7%
Other Income $9,085
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $770,069
83.4%
Compensation of Officers* $130,158
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,639,995
Total Liabilities $0
Net Assets $11,639,995
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $130,158 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$163,910
Expenses
$912,028
Net Income
-$748,118
Net Assets
$10,414,600
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $388,316
> 100%
Sales of Assets -$231,824
Other Income $7,418
4.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $794,464
87.1%
Compensation of Officers* $124,805
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,414,600
Total Liabilities $0
Net Assets $10,414,600
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $124,805 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$946,463
Expenses
$893,442
Net Income
$53,021
Net Assets
$11,163,194
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $370,486
39.1%
Sales of Assets $569,377
60.2%
Other Income $6,600
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $743,942
83.3%
Compensation of Officers* $149,678
16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,163,194
Total Liabilities $0
Net Assets $11,163,194
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $149,678 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,435,059
Expenses
$815,505
Net Income
$619,554
Net Assets
$11,110,107
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $278,732
19.4%
Sales of Assets $1,141,936
79.6%
Other Income $14,391
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $673,778
82.6%
Compensation of Officers* $139,429
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,110,108
Total Liabilities $1
Net Assets $11,110,107
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $139,429 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$608,709
Expenses
$812,894
Net Income
-$204,185
Net Assets
$10,492,241
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $273,214
44.9%
Sales of Assets $316,780
52.0%
Other Income $18,715
3.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $685,568
84.3%
Compensation of Officers* $126,976
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,492,242
Total Liabilities $1
Net Assets $10,492,241
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $126,976 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$802,132
Expenses
$835,712
Net Income
-$33,580
Net Assets
$10,691,100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $286,281
35.7%
Sales of Assets $515,851
64.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $686,738
82.2%
Compensation of Officers* $128,085
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,691,100
Total Liabilities $0
Net Assets $10,691,100
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $128,085 $0

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
$440,415
Expenses
$639,320
Net Income
-$198,905
Net Assets
$10,697,702
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $227,360
51.6%
Sales of Assets $213,055
48.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $529,488
82.8%
Compensation of Officers* $118,329
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,697,702
Total Liabilities $0
Net Assets $10,697,702

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$846,871
Expenses
$619,655
Net Income
$227,216
Net Assets
$10,903,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $283,695
33.5%
Sales of Assets $563,176
66.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $519,586
83.9%
Compensation of Officers* $126,543
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,903,845
Total Liabilities $0
Net Assets $10,903,845

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$436,918
Expenses
$630,303
Net Income
-$193,385
Net Assets
$10,678,076
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $247,325
56.6%
Sales of Assets $189,593
43.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $535,611
85.0%
Compensation of Officers* $121,946
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,678,076
Total Liabilities $0
Net Assets $10,678,076

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,296,552
Expenses
$658,582
Net Income
$637,970
Net Assets
$10,873,055
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $310,348
23.9%
Sales of Assets $986,204
76.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $521,323
79.2%
Compensation of Officers* $103,230
15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,873,055
Total Liabilities $0
Net Assets $10,873,055

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,201,462
Expenses
$570,413
Net Income
$631,049
Net Assets
$10,234,151
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $317,044
26.4%
Sales of Assets $884,418
73.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $496,326
87.0%
Compensation of Officers* $81,443
14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,234,151
Total Liabilities $0
Net Assets $10,234,151

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

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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