Sara Palmer Trust 0211 Bn

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 Sept.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,187
Expenses
$19,305
Net Income
-$2,118
Net Assets
$251,870
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,837
45.6%
Sales of Assets $9,121
53.1%
Other Income $229
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,148
83.6%
Compensation of Officers* $5,261
27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $251,870
Total Liabilities $0
Net Assets $251,870
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $5,261 $0

Document Links

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,196
Expenses
$18,710
Net Income
-$11,514
Net Assets
$253,980
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,185
72.1%
Sales of Assets $2,011
27.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,318
81.9%
Compensation of Officers* $4,925
26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $253,980
Total Liabilities $0
Net Assets $253,980
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $4,925 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,665
Expenses
$18,071
Net Income
$9,594
Net Assets
$265,463
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,066
21.9%
Sales of Assets $21,599
78.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,872
82.3%
Compensation of Officers* $4,687
25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,463
Total Liabilities $0
Net Assets $265,463
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $4,687 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,498
Expenses
$18,153
Net Income
$3,345
Net Assets
$255,978
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,141
37.9%
Sales of Assets $13,344
62.1%
Other Income $13
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,911
82.1%
Compensation of Officers* $5,273
29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $255,978
Total Liabilities $0
Net Assets $255,978
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $5,273 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,969
Expenses
$18,056
Net Income
-$6,087
Net Assets
$252,686
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,591
38.4%
Sales of Assets $7,378
61.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,682
81.3%
Compensation of Officers* $5,294
29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $252,686
Total Liabilities $0
Net Assets $252,686
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $5,294 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,594
Expenses
$17,828
Net Income
$1,766
Net Assets
$258,773
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,071
25.9%
Sales of Assets $14,523
74.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,925
83.7%
Compensation of Officers* $4,559
25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $258,774
Total Liabilities $1
Net Assets $258,773
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $4,559 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,589
Expenses
$19,512
Net Income
-$2,923
Net Assets
$257,008
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,053
36.5%
Sales of Assets $10,536
63.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,618
85.2%
Compensation of Officers* $4,600
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $257,008
Total Liabilities $0
Net Assets $257,008

Document Links

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,517
Expenses
$19,809
Net Income
-$292
Net Assets
$272,173
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,845
45.3%
Sales of Assets $10,672
54.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,615
83.9%
Compensation of Officers* $4,885
24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $272,173
Total Liabilities $0
Net Assets $272,173

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,497
Expenses
$18,451
Net Income
$3,046
Net Assets
$272,465
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,565
35.2%
Sales of Assets $13,932
64.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,198
82.4%
Compensation of Officers* $5,374
29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $272,465
Total Liabilities $0
Net Assets $272,465

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,225
Expenses
$16,263
Net Income
-$8,038
Net Assets
$269,419
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,092
74.1%
Sales of Assets $2,133
25.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,233
81.4%
Compensation of Officers* $5,050
31.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $269,419
Total Liabilities $0
Net Assets $269,419

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,083
Expenses
$17,187
Net Income
-$13,104
Net Assets
$277,457
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,482
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,315
83.3%
Compensation of Officers* $4,787
27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $277,457
Total Liabilities $0
Net Assets $277,457

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,028
Expenses
$17,025
Net Income
-$12,997
Net Assets
$290,561
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,714
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,389
84.5%
Compensation of Officers* $4,394
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 $290,561
Total Liabilities $0
Net Assets $290,561

Document Links

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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.

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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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