Isabel Wallace Tr 007715 0

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,062
Expenses
$14,207
Net Income
$855
Net Assets
$268,661
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,661
50.9%
Sales of Assets $7,401
49.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,725
96.6%
Compensation of Officers* $355
2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $268,661
Total Liabilities $0
Net Assets $268,661
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $355 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,011
Expenses
$14,578
Net Income
-$8,567
Net Assets
$267,833
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,936
> 100%
Sales of Assets -$1,125
Other Income $200
3.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,203
97.4%
Compensation of Officers* $332
2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $267,833
Total Liabilities $0
Net Assets $267,833
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $332 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116
Expenses
$17,204
Net Income
-$17,088
Net Assets
$275,633
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,272
> 100%
Sales of Assets -$6,156
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,221
94.3%
Compensation of Officers* $300
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $275,633
Total Liabilities $0
Net Assets $275,633
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $300 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,307
Expenses
$14,536
Net Income
$12,771
Net Assets
$293,182
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,515
27.5%
Sales of Assets $19,150
70.1%
Other Income $642
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,192
97.6%
Compensation of Officers* $278
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $293,182
Total Liabilities $0
Net Assets $293,182
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $278 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,817
Expenses
$15,228
Net Income
-$6,411
Net Assets
$280,386
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,035
79.8%
Sales of Assets $1,782
20.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,353
87.7%
Compensation of Officers* $308
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $280,387
Total Liabilities $1
Net Assets $280,386
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $308 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,965
Expenses
$11,328
Net Income
$32,637
Net Assets
$287,355
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,265
16.5%
Sales of Assets $36,700
83.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,949
96.7%
Compensation of Officers* $342
3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $287,356
Total Liabilities $1
Net Assets $287,355
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $342 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,770
Expenses
$11,614
Net Income
$4,156
Net Assets
$254,723
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,899
37.4%
Sales of Assets $9,871
62.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,594
91.2%
Compensation of Officers* $273
2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $254,723
Total Liabilities $0
Net Assets $254,723
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $273 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,354
Expenses
$11,892
Net Income
$3,462
Net Assets
$250,567
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,391
35.1%
Sales of Assets $8,979
58.5%
Other Income $984
6.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,622
97.7%
Compensation of Officers* $236
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $250,567
Total Liabilities $0
Net Assets $250,567
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $236 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,254
Expenses
$13,899
Net Income
-$4,645
Net Assets
$247,104
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,367
47.2%
Sales of Assets $4,680
50.6%
Other Income $207
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,707
84.2%
Compensation of Officers* $221
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $247,104
Total Liabilities $0
Net Assets $247,104
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $221 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,568
Expenses
$11,666
Net Income
$44,902
Net Assets
$251,746
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,215
9.2%
Sales of Assets $50,660
89.6%
Other Income $693
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,267
96.6%
Compensation of Officers* $258
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $251,746
Total Liabilities $0
Net Assets $251,746
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $258 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,497
Expenses
$12,756
Net Income
$2,741
Net Assets
$206,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,355
41.0%
Sales of Assets $9,142
59.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,424
81.7%
Compensation of Officers* $243
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $206,842
Total Liabilities $0
Net Assets $206,842
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $243 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,130
Expenses
$10,192
Net Income
$45,938
Net Assets
$205,314
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,011
8.9%
Sales of Assets $51,119
91.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,804
96.2%
Compensation of Officers* $204
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $205,314
Total Liabilities $0
Net Assets $205,314
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $204 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,620
Expenses
$10,463
Net Income
-$843
Net Assets
$159,375
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $4,566
47.5%
Sales of Assets $5,052
52.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,167
97.2%
Compensation of Officers* $133
1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $159,376
Total Liabilities $1
Net Assets $159,375

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,567
Expenses
$9,969
Net Income
-$1,402
Net Assets
$160,218
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,383
51.2%
Sales of Assets $4,184
48.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,486
95.2%
Compensation of Officers* $114
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $160,219
Total Liabilities $1
Net Assets $160,218

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

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.

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