David E Tracy Tr Uw Fbo Sylvan Heights

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
$14,614
Expenses
$15,576
Net Income
-$962
Net Assets
$210,374
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,074
48.4%
Sales of Assets $7,540
51.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,482
73.7%
Compensation of Officers* $3,407
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 $210,374
Total Liabilities $0
Net Assets $210,374
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,407 $0

Document Links

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,961
Expenses
$15,099
Net Income
-$4,138
Net Assets
$211,375
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,963
63.5%
Sales of Assets $3,905
35.6%
Other Income $93
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,518
76.3%
Compensation of Officers* $3,909
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 $211,375
Total Liabilities $0
Net Assets $211,375
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,909 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,869
Expenses
$14,696
Net Income
-$9,827
Net Assets
$215,421
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,799
> 100%
Sales of Assets -$1,930
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,234
76.4%
Compensation of Officers* $3,741
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $215,421
Total Liabilities $0
Net Assets $215,421
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,741 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,286
Expenses
$15,239
Net Income
$2,047
Net Assets
$225,463
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,798
45.1%
Sales of Assets $9,488
54.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,116
72.9%
Compensation of Officers* $4,215
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 $225,463
Total Liabilities $0
Net Assets $225,463
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $4,215 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,494
Expenses
$15,515
Net Income
$9,979
Net Assets
$223,358
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,482
25.4%
Sales of Assets $19,012
74.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,161
71.9%
Compensation of Officers* $4,337
28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $223,358
Total Liabilities $0
Net Assets $223,358
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $4,337 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,624
Expenses
$15,344
Net Income
$3,280
Net Assets
$213,386
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,507
29.6%
Sales of Assets $13,117
70.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,591
75.5%
Compensation of Officers* $3,810
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $213,387
Total Liabilities $1
Net Assets $213,386
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,810 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,113
Expenses
$15,662
Net Income
$4,451
Net Assets
$210,149
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,338
26.5%
Sales of Assets $14,775
73.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,591
80.4%
Compensation of Officers* $3,790
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 $210,150
Total Liabilities $1
Net Assets $210,149
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $3,790 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,645
Expenses
$16,210
Net Income
-$2,565
Net Assets
$205,687
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,177
30.6%
Sales of Assets $9,468
69.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,950
79.9%
Compensation of Officers* $4,009
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 $205,687
Total Liabilities $0
Net Assets $205,687
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $4,009 $0

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
$12,856
Expenses
$17,190
Net Income
-$4,334
Net Assets
$224,068
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,885
38.0%
Sales of Assets $7,971
62.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,649
79.4%
Compensation of Officers* $4,260
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $224,068
Total Liabilities $0
Net Assets $224,068

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,343
Expenses
$14,711
Net Income
-$2,368
Net Assets
$227,410
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,132
41.6%
Sales of Assets $7,211
58.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,350
77.2%
Compensation of Officers* $4,390
29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $227,410
Total Liabilities $0
Net Assets $227,410

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,273
Expenses
$15,665
Net Income
-$5,392
Net Assets
$230,825
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,558
63.8%
Sales of Assets $3,715
36.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,322
78.7%
Compensation of Officers* $4,223
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $230,825
Total Liabilities $0
Net Assets $230,825

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,125
Expenses
$15,475
Net Income
-$350
Net Assets
$236,342
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,819
45.1%
Sales of Assets $8,306
54.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,112
78.3%
Compensation of Officers* $4,065
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 $236,342
Total Liabilities $0
Net Assets $236,342

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,685
Expenses
$15,067
Net Income
$2,618
Net Assets
$236,807
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,705
49.2%
Sales of Assets $8,980
50.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,708
77.7%
Compensation of Officers* $4,250
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 $236,807
Total Liabilities $0
Net Assets $236,807

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.
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 Sept.
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

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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