S M Palmer Trust Uw 7

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Donations to this organization are not tax deductible.

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
$4,792
Expenses
$6,183
Net Income
-$1,391
Net Assets
$81,802
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,489
51.9%
Sales of Assets $2,236
46.7%
Other Income $67
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,184
83.8%
Compensation of Officers* $1,665
26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $81,802
Total Liabilities $0
Net Assets $81,802
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $1,665 $0

Document Links

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,171
Expenses
$5,534
Net Income
-$3,363
Net Assets
$83,181
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,745
80.4%
Sales of Assets $426
19.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,474
80.8%
Compensation of Officers* $1,561
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $83,181
Total Liabilities $0
Net Assets $83,181
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $1,561 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,335
Expenses
$5,727
Net Income
$2,608
Net Assets
$86,548
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,902
22.8%
Sales of Assets $6,433
77.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,711
82.3%
Compensation of Officers* $1,483
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 $86,548
Total Liabilities $0
Net Assets $86,548
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $1,483 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,876
Expenses
$6,156
Net Income
$720
Net Assets
$83,971
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,552
37.1%
Sales of Assets $4,324
62.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,125
83.3%
Compensation of Officers* $1,675
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 $83,971
Total Liabilities $0
Net Assets $83,971
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $1,675 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,661
Expenses
$5,865
Net Income
-$2,204
Net Assets
$83,268
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,422
38.8%
Sales of Assets $2,239
61.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,792
81.7%
Compensation of Officers* $1,694
28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $83,268
Total Liabilities $0
Net Assets $83,268
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $1,694 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,990
Expenses
$5,608
Net Income
$382
Net Assets
$85,470
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,621
27.1%
Sales of Assets $4,369
72.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,666
83.2%
Compensation of Officers* $1,472
26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $85,471
Total Liabilities $1
Net Assets $85,470
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $1,472 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,417
Expenses
$5,647
Net Income
-$230
Net Assets
$85,088
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,921
35.5%
Sales of Assets $3,496
64.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,713
83.5%
Compensation of Officers* $1,476
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 $85,089
Total Liabilities $1
Net Assets $85,088
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $1,476 $0

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
$5,610
Expenses
$5,680
Net Income
-$70
Net Assets
$90,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,879
51.3%
Sales of Assets $2,731
48.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,277
75.3%
Compensation of Officers* $1,575
27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $90,999
Total Liabilities $0
Net Assets $90,999

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,735
Expenses
$5,939
Net Income
$8,796
Net Assets
$91,069
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,555
17.3%
Sales of Assets $12,180
82.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,803
80.9%
Compensation of Officers* $1,559
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 $91,069
Total Liabilities $0
Net Assets $91,069

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,303
Expenses
$5,706
Net Income
$4,597
Net Assets
$82,273
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,377
13.4%
Sales of Assets $8,926
86.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,835
84.7%
Compensation of Officers* $1,333
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 $82,273
Total Liabilities $0
Net Assets $82,273

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,208
Expenses
$5,437
Net Income
-$2,229
Net Assets
$77,676
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,488
46.4%
Sales of Assets $1,720
53.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,600
84.6%
Compensation of Officers* $1,316
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $77,676
Total Liabilities $0
Net Assets $77,676

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,936
Expenses
$5,630
Net Income
-$3,694
Net Assets
$79,905
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,542
79.6%
Sales of Assets $394
20.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,747
84.3%
Compensation of Officers* $1,392
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 $79,905
Total Liabilities $0
Net Assets $79,905

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.
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 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.

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