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Mary Ulmer Smith Trust Ud Fbo Elwyn Institute

1519033660

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$74.6k (2025)

Expenses
$80.2k (2025)

Total Assets
$1.06M (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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 May
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,602
Expenses
$80,232
Net Income
-$5,630
Net Assets
$1,055,417
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $40,481
54.3%
Sales of Assets $34,121
45.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,077
74.9%
Compensation of Officers* $19,359
24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,055,417
Total Liabilities $0
Net Assets $1,055,417
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $19,359 $0

Document Links

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,160
Expenses
$83,257
Net Income
-$15,097
Net Assets
$1,061,116
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,813
55.5%
Sales of Assets $29,900
43.9%
Other Income $447
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,958
78.0%
Compensation of Officers* $18,306
22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,061,116
Total Liabilities $0
Net Assets $1,061,116
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $18,306 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,871
Expenses
$88,078
Net Income
-$52,207
Net Assets
$1,076,438
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,687
> 100%
Sales of Assets -$9,816
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,562
79.0%
Compensation of Officers* $17,960
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,076,438
Total Liabilities $0
Net Assets $1,076,438
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $17,960 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,111
Expenses
$84,949
Net Income
$23,162
Net Assets
$1,128,482
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,194
33.5%
Sales of Assets $71,917
66.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,972
75.3%
Compensation of Officers* $20,642
24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,128,482
Total Liabilities $0
Net Assets $1,128,482
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $20,642 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,542
Expenses
$67,834
Net Income
$46,708
Net Assets
$1,105,247
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,887
30.5%
Sales of Assets $79,655
69.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,685
71.8%
Compensation of Officers* $18,969
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 $1,105,248
Total Liabilities $1
Net Assets $1,105,247
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $18,969 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,760
Expenses
$65,097
Net Income
$3,663
Net Assets
$1,058,665
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,763
43.3%
Sales of Assets $38,997
56.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,835
73.5%
Compensation of Officers* $17,512
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 $1,058,666
Total Liabilities $1
Net Assets $1,058,665
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $17,512 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$71,864
Expenses
$76,234
Net Income
-$4,370
Net Assets
$1,055,099
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,356
39.5%
Sales of Assets $43,508
60.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,102
77.5%
Compensation of Officers* $17,510
23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,055,099
Total Liabilities $0
Net Assets $1,055,099
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $17,510 $0

Document Links

Fiscal Year Ending May
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 May
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 May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,343
Expenses
$77,545
Net Income
-$72,202
Net Assets
$1,084,608
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,301
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,828
82.3%
Compensation of Officers* $17,466
22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,084,608
Total Liabilities $0
Net Assets $1,084,608

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,801
Expenses
$59,411
Net Income
$7,390
Net Assets
$1,156,878
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,883
37.2%
Sales of Assets $41,918
62.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,191
67.6%
Compensation of Officers* $18,994
32.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,156,878
Total Liabilities $0
Net Assets $1,156,878

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$136,796
Expenses
$50,461
Net Income
$86,335
Net Assets
$1,150,183
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,175
17.7%
Sales of Assets $112,621
82.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,092
71.5%
Compensation of Officers* $18,408
36.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,150,183
Total Liabilities $0
Net Assets $1,150,183

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,244
Expenses
$53,585
Net Income
-$18,341
Net Assets
$1,064,162
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $25,707
72.9%
Dividends $0
Sales of Assets $9,537
27.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,727
72.3%
Compensation of Officers* $17,163
32.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,064,162
Total Liabilities $0
Net Assets $1,064,162

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$170,500
Expenses
$89,718
Net Income
$80,782
Net Assets
$1,082,673
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,218
16.6%
Sales of Assets $142,226
83.4%
Other Income $56
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,394
82.9%
Compensation of Officers* $15,655
17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,082,673
Total Liabilities $0
Net Assets $1,082,673

Document Links

Fiscal Year Ending May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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.

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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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