Margaretta M Willard Trust Ud

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Donations to this organization are 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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,231
Expenses
$8,827
Net Income
-$1,596
Net Assets
$114,965
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,769
52.1%
Sales of Assets $3,375
46.7%
Other Income $87
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,361
83.4%
Compensation of Officers* $2,444
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 $114,965
Total Liabilities $0
Net Assets $114,965
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,444 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,733
Expenses
$8,416
Net Income
-$4,683
Net Assets
$116,664
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,609
69.9%
Sales of Assets $1,124
30.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,863
81.5%
Compensation of Officers* $2,273
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 $116,664
Total Liabilities $0
Net Assets $116,664
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,273 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,319
Expenses
$8,741
Net Income
$3,578
Net Assets
$121,350
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,654
21.5%
Sales of Assets $9,665
78.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,021
80.3%
Compensation of Officers* $2,200
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 $121,350
Total Liabilities $0
Net Assets $121,350
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,200 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,000
Expenses
$9,768
Net Income
$232
Net Assets
$117,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,756
37.6%
Sales of Assets $6,244
62.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,163
83.6%
Compensation of Officers* $2,601
26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $117,842
Total Liabilities $0
Net Assets $117,842
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,862
Expenses
$8,189
Net Income
-$2,327
Net Assets
$117,614
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,122
36.2%
Sales of Assets $3,740
63.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,710
81.9%
Compensation of Officers* $2,408
29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $117,615
Total Liabilities $1
Net Assets $117,614
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $2,408 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,489
Expenses
$8,014
Net Income
$1,475
Net Assets
$120,082
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,435
25.7%
Sales of Assets $7,054
74.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,562
81.9%
Compensation of Officers* $2,165
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 $120,082
Total Liabilities $0
Net Assets $120,082

Document Links

Fiscal Year Ending June
2019

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
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
$9,155
Expenses
$7,832
Net Income
$1,323
Net Assets
$123,580
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,137
23.3%
Sales of Assets $7,018
76.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,484
82.8%
Compensation of Officers* $2,102
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 $123,580
Total Liabilities $0
Net Assets $123,580

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,970
Expenses
$8,346
Net Income
$1,624
Net Assets
$122,257
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,086
41.0%
Sales of Assets $5,884
59.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,834
81.9%
Compensation of Officers* $2,266
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 $122,257
Total Liabilities $0
Net Assets $122,257

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,982
Expenses
$8,397
Net Income
$1,585
Net Assets
$120,633
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,467
34.7%
Sales of Assets $6,515
65.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,915
82.4%
Compensation of Officers* $2,468
29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $120,633
Total Liabilities $0
Net Assets $120,633

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,225
Expenses
$8,001
Net Income
-$4,776
Net Assets
$119,048
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,823
87.5%
Sales of Assets $402
12.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,596
82.4%
Compensation of Officers* $2,341
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 $119,048
Total Liabilities $0
Net Assets $119,048

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,631
Expenses
$8,980
Net Income
-$6,349
Net Assets
$123,824
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,355
89.5%
Sales of Assets $276
10.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,665
85.4%
Compensation of Officers* $2,191
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 $123,824
Total Liabilities $0
Net Assets $123,824

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

Fiscal Year Ending June
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 June
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 June
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 June
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

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