Schaefer Bertha B Uw 2022803 Mellon Bank East N A

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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,954
Expenses
$8,962
Net Income
-$1,008
Net Assets
$113,935
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,763
47.3%
Sales of Assets $4,106
51.6%
Other Income $85
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,479
83.5%
Compensation of Officers* $2,472
27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $113,935
Total Liabilities $0
Net Assets $113,935
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,472 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,895
Expenses
$8,972
Net Income
-$5,077
Net Assets
$114,929
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,543
65.3%
Sales of Assets $1,352
34.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,406
82.5%
Compensation of Officers* $2,291
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 $114,929
Total Liabilities $0
Net Assets $114,929
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,291 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,536
Expenses
$8,898
Net Income
$3,638
Net Assets
$120,014
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,692
21.5%
Sales of Assets $9,844
78.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,389
83.0%
Compensation of Officers* $2,248
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $120,014
Total Liabilities $0
Net Assets $120,014
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,248 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,159
Expenses
$9,375
Net Income
$784
Net Assets
$116,445
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,822
37.6%
Sales of Assets $6,337
62.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,749
82.7%
Compensation of Officers* $2,654
28.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $116,445
Total Liabilities $0
Net Assets $116,445
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,654 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,919
Expenses
$9,132
Net Income
-$3,213
Net Assets
$115,666
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,194
37.1%
Sales of Assets $3,725
62.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,645
83.7%
Compensation of Officers* $2,394
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 $115,667
Total Liabilities $1
Net Assets $115,666
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,394 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,561
Expenses
$9,062
Net Income
$1,499
Net Assets
$118,879
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,432
23.0%
Sales of Assets $8,129
77.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,572
83.6%
Compensation of Officers* $2,212
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $118,880
Total Liabilities $1
Net Assets $118,879
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,212 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,912
Expenses
$7,388
Net Income
$524
Net Assets
$117,381
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,874
36.3%
Sales of Assets $5,038
63.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,880
79.6%
Compensation of Officers* $2,246
30.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $117,381
Total Liabilities $0
Net Assets $117,381
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $2,246 $0

Document Links

Fiscal Year Ending June
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 June
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 June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,869
Expenses
$8,526
Net Income
-$657
Net Assets
$120,883
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,194
27.9%
Sales of Assets $5,675
72.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,182
84.2%
Compensation of Officers* $2,150
25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $120,883
Total Liabilities $0
Net Assets $120,883

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,323
Expenses
$9,495
Net Income
-$1,172
Net Assets
$121,540
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,181
50.2%
Sales of Assets $4,142
49.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,951
83.7%
Compensation of Officers* $2,361
24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $121,540
Total Liabilities $0
Net Assets $121,540

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,920
Expenses
$9,057
Net Income
$863
Net Assets
$122,712
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,482
35.1%
Sales of Assets $6,438
64.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,508
82.9%
Compensation of Officers* $2,582
28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $122,712
Total Liabilities $0
Net Assets $122,712

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,193
Expenses
$8,757
Net Income
-$7,564
Net Assets
$121,849
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,905
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,282
83.2%
Compensation of Officers* $2,458
28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $121,849
Total Liabilities $0
Net Assets $121,849

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,905
Expenses
$8,209
Net Income
-$5,304
Net Assets
$129,413
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,505
86.2%
Sales of Assets $400
13.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,862
83.6%
Compensation of Officers* $2,245
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 $129,413
Total Liabilities $0
Net Assets $129,413

Document Links

Fiscal Year Ending June
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 June
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 June
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 June
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 June
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 June
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

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 »

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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.
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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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