Nathan C Wallace Trust Uw 04 Nf02

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
$2,413
Expenses
$1,849
Net Income
$564
Net Assets
$35,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,151
47.7%
Sales of Assets $1,228
50.9%
Other Income $34
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,400
75.7%
Compensation of Officers* $749
40.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $35,764
Total Liabilities $0
Net Assets $35,764
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $749 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$818
Expenses
$2,137
Net Income
-$1,319
Net Assets
$35,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $766
93.6%
Sales of Assets $52
6.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,673
78.3%
Compensation of Officers* $683
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 $35,204
Total Liabilities $0
Net Assets $35,204
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $683 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,708
Expenses
$2,625
Net Income
$1,083
Net Assets
$36,525
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $799
21.5%
Sales of Assets $2,909
78.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,167
82.6%
Compensation of Officers* $666
25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $36,525
Total Liabilities $0
Net Assets $36,525
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $666 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,291
Expenses
$2,798
Net Income
$493
Net Assets
$35,465
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,102
33.5%
Sales of Assets $2,189
66.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,314
82.7%
Compensation of Officers* $785
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 $35,465
Total Liabilities $0
Net Assets $35,465
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $785 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,711
Expenses
$2,638
Net Income
-$927
Net Assets
$34,971
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $642
37.5%
Sales of Assets $1,069
62.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,184
82.8%
Compensation of Officers* $709
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 $34,972
Total Liabilities $1
Net Assets $34,971
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $709 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,927
Expenses
$2,579
Net Income
$348
Net Assets
$35,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $735
25.1%
Sales of Assets $2,192
74.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,161
83.8%
Compensation of Officers* $652
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 $35,900
Total Liabilities $0
Net Assets $35,900

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,521
Expenses
$2,567
Net Income
-$46
Net Assets
$35,552
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $858
34.0%
Sales of Assets $1,663
66.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,147
83.6%
Compensation of Officers* $668
26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $35,552
Total Liabilities $0
Net Assets $35,552
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $668 $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
$2,362
Expenses
$2,323
Net Income
$39
Net Assets
$37,224
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $657
27.8%
Sales of Assets $1,705
72.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,907
82.1%
Compensation of Officers* $642
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 $37,224
Total Liabilities $0
Net Assets $37,224

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,480
Expenses
$2,524
Net Income
-$44
Net Assets
$37,185
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,253
50.5%
Sales of Assets $1,227
49.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,012
79.7%
Compensation of Officers* $700
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 $37,185
Total Liabilities $0
Net Assets $37,185

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,001
Expenses
$2,469
Net Income
$532
Net Assets
$37,229
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,033
34.4%
Sales of Assets $1,968
65.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,012
81.5%
Compensation of Officers* $755
30.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $37,229
Total Liabilities $0
Net Assets $37,229

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$930
Expenses
$2,467
Net Income
-$1,537
Net Assets
$36,697
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $840
90.3%
Sales of Assets $90
9.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,043
82.8%
Compensation of Officers* $706
28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $36,697
Total Liabilities $0
Net Assets $36,697

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$722
Expenses
$2,772
Net Income
-$2,050
Net Assets
$38,234
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $735
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,360
85.1%
Compensation of Officers* $686
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 $38,234
Total Liabilities $0
Net Assets $38,234

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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  • Raw filing data. Includes EINs and summary financials as structured data.
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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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