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Margaret E Porter Trust Uw

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$6.79k (2024)

Expenses
$7.49k (2024)

Total Assets
$114k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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
$6,789
Expenses
$7,489
Net Income
-$700
Net Assets
$114,183
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,094
45.6%
Sales of Assets $3,695
54.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,001
80.1%
Compensation of Officers* $1,000
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $114,183
Total Liabilities $0
Net Assets $114,183
Compensation
Key Employees and Officers Compensation Other
First National Trust Co (Part Time Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,651
Expenses
$7,490
Net Income
$2,161
Net Assets
$114,913
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,400
24.9%
Sales of Assets $7,251
75.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,115
81.6%
Compensation of Officers* $1,000
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $114,913
Total Liabilities $0
Net Assets $114,913
Compensation
Key Employees and Officers Compensation Other
First National Trust Co (Part Time Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$430
Expenses
$8,351
Net Income
-$8,781
Net Assets
$112,714
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,875
Sales of Assets -$2,305
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,962
83.4%
Compensation of Officers* $2,000
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $112,714
Total Liabilities $0
Net Assets $112,714
Compensation
Key Employees and Officers Compensation Other
First National Trust Co (Part Time Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,856
Expenses
$7,806
Net Income
$2,050
Net Assets
$121,616
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,085
21.2%
Sales of Assets $7,771
78.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,449
82.6%
Compensation of Officers* $2,000
25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $121,616
Total Liabilities $0
Net Assets $121,616
Compensation
Key Employees and Officers Compensation Other
First National Trust Company (Part Time Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,840
Expenses
$7,202
Net Income
$1,638
Net Assets
$119,565
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,829
20.7%
Sales of Assets $7,011
79.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,868
81.5%
Compensation of Officers* $2,000
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 $119,566
Total Liabilities $1
Net Assets $119,565
Compensation
Key Employees and Officers Compensation Other
First National Trust Company (Part Time Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,710
Expenses
$7,345
Net Income
-$1,635
Net Assets
$117,801
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,991
34.9%
Sales of Assets $3,719
65.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,023
82.0%
Compensation of Officers* $2,000
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 $117,802
Total Liabilities $1
Net Assets $117,801
Compensation
Key Employees and Officers Compensation Other
First National Trust Company (Part Time Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,795
Expenses
$7,377
Net Income
$6,418
Net Assets
$119,498
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,402
17.4%
Sales of Assets $11,393
82.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,067
82.2%
Compensation of Officers* $2,000
27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $119,498
Total Liabilities $0
Net Assets $119,498
Compensation
Key Employees and Officers Compensation Other
First National Trust Co (Part Time Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,285
Expenses
$5,891
Net Income
$6,394
Net Assets
$113,220
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,362
19.2%
Dividends $0
Sales of Assets $9,923
80.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,576
77.7%
Compensation of Officers* $2,000
34.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $113,220
Total Liabilities $0
Net Assets $113,220
Compensation
Key Employees and Officers Compensation Other
First National Trust Co (Part Time Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,657
Expenses
$7,057
Net Income
-$3,400
Net Assets
$106,786
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,964
53.7%
Sales of Assets $1,693
46.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,754
81.5%
Compensation of Officers* $2,000
28.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $106,786
Total Liabilities $0
Net Assets $106,786
Compensation
Key Employees and Officers Compensation Other
First National Trust Co (Part Time Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,155
Expenses
$8,149
Net Income
$4,006
Net Assets
$110,159
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,121
17.4%
Sales of Assets $10,034
82.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,854
84.1%
Compensation of Officers* $2,000
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $110,159
Total Liabilities $0
Net Assets $110,159
Compensation
Key Employees and Officers Compensation Other
First National Trust Company (Part Time Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,610
Expenses
$7,149
Net Income
$6,461
Net Assets
$106,068
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,416
17.8%
Sales of Assets $11,194
82.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,855
81.9%
Compensation of Officers* $2,000
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 $106,068
Total Liabilities $0
Net Assets $106,068
Compensation
Key Employees and Officers Compensation Other
First National Trust Company (Part Time Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,290
Expenses
$6,834
Net Income
$2,456
Net Assets
$99,676
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,254
24.3%
Sales of Assets $7,036
75.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,410
79.2%
Compensation of Officers* $2,009
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 $99,676
Total Liabilities $0
Net Assets $99,676
Compensation
Key Employees and Officers Compensation Other
First National Trust Company (Part Time Trustee) $2,009 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,904
Expenses
$8,766
Net Income
-$862
Net Assets
$97,050
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,021
25.6%
Sales of Assets $5,883
74.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,210
82.2%
Compensation of Officers* $2,000
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $97,051
Total Liabilities $1
Net Assets $97,050

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,117
Expenses
$8,097
Net Income
$3,020
Net Assets
$97,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.1%
Dividends $2,721
24.5%
Sales of Assets $8,390
75.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,281
77.6%
Compensation of Officers* $2,416
29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $97,939
Total Liabilities $1
Net Assets $97,938

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

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2001

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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