Henry M Stewart Trust Uw

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 Aug.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,892
Expenses
$18,493
Net Income
-$2,601
Net Assets
$252,368
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,610
54.2%
Sales of Assets $7,282
45.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,579
73.4%
Compensation of Officers* $4,376
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $252,368
Total Liabilities $0
Net Assets $252,368
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $4,376 $0

Document Links

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,990
Expenses
$21,895
Net Income
-$5,905
Net Assets
$254,998
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,323
52.1%
Sales of Assets $7,613
47.6%
Other Income $54
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,596
80.4%
Compensation of Officers* $4,689
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $254,998
Total Liabilities $0
Net Assets $254,998
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $4,689 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,740
Expenses
$19,697
Net Income
-$12,957
Net Assets
$260,937
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,476
> 100%
Sales of Assets -$2,896
Other Income $160
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,558
79.0%
Compensation of Officers* $4,571
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $260,937
Total Liabilities $0
Net Assets $260,937
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $4,571 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,274
Expenses
$18,901
Net Income
$373
Net Assets
$273,883
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,492
44.1%
Sales of Assets $10,782
55.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,555
71.7%
Compensation of Officers* $5,251
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $273,883
Total Liabilities $0
Net Assets $273,883
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,251 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,908
Expenses
$18,799
Net Income
$13,109
Net Assets
$273,454
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,809
24.5%
Sales of Assets $24,099
75.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,536
72.0%
Compensation of Officers* $5,263
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 $273,454
Total Liabilities $0
Net Assets $273,454
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,263 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,355
Expenses
$17,958
Net Income
$4,397
Net Assets
$260,365
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,602
29.5%
Sales of Assets $15,753
70.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,455
74.9%
Compensation of Officers* $4,650
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 $260,366
Total Liabilities $1
Net Assets $260,365
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $4,650 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,390
Expenses
$19,621
Net Income
$5,769
Net Assets
$256,019
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,337
25.0%
Sales of Assets $19,053
75.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,660
79.8%
Compensation of Officers* $4,654
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $256,020
Total Liabilities $1
Net Assets $256,019
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $4,654 $0

Document Links

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,951
Expenses
$19,771
Net Income
-$1,820
Net Assets
$275,026
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,833
32.5%
Sales of Assets $12,118
67.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,599
78.9%
Compensation of Officers* $5,294
26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $275,026
Total Liabilities $0
Net Assets $275,026

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,040
Expenses
$19,189
Net Income
-$6,149
Net Assets
$276,922
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,400
49.1%
Dividends $0
Sales of Assets $6,640
50.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,076
78.6%
Compensation of Officers* $5,316
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 $276,922
Total Liabilities $0
Net Assets $276,922

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,659
Expenses
$18,813
Net Income
-$6,154
Net Assets
$283,213
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,102
64.0%
Sales of Assets $4,557
36.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,880
79.1%
Compensation of Officers* $5,141
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 $283,213
Total Liabilities $0
Net Assets $283,213

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,823
Expenses
$16,739
Net Income
-$916
Net Assets
$289,408
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,701
48.7%
Sales of Assets $8,122
51.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,399
74.1%
Compensation of Officers* $4,844
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 $289,408
Total Liabilities $0
Net Assets $289,408

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,717
Expenses
$14,632
Net Income
$7,085
Net Assets
$290,325
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,328
47.6%
Sales of Assets $11,389
52.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,910
74.6%
Compensation of Officers* $4,600
31.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $290,325
Total Liabilities $0
Net Assets $290,325

Document Links

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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

Fiscal Year Ending Aug.
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

About This Data

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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.

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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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