Julia Lehman Trust 2 46 F029014

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
$2,809
Expenses
$3,625
Net Income
-$816
Net Assets
$37,743
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,413
50.3%
Sales of Assets $1,393
49.6%
Other Income $3
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,621
72.3%
Compensation of Officers* $1,000
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 $37,743
Total Liabilities $0
Net Assets $37,743
Compensation
Key Employees and Officers Compensation Other
Fulton Bank Na (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,474
Expenses
$2,516
Net Income
-$1,042
Net Assets
$38,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,415
96.0%
Sales of Assets $54
3.7%
Other Income $5
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,508
59.9%
Compensation of Officers* $1,000
39.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $38,506
Total Liabilities $0
Net Assets $38,506
Compensation
Key Employees and Officers Compensation Other
Fulton Bank Na (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,326
Expenses
$3,405
Net Income
-$2,079
Net Assets
$39,544
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,279
96.5%
Sales of Assets $41
3.1%
Other Income $6
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,400
70.5%
Compensation of Officers* $1,000
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 $39,544
Total Liabilities $0
Net Assets $39,544
Compensation
Key Employees and Officers Compensation Other
Fulton Bank Na (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,640
Expenses
$3,050
Net Income
$590
Net Assets
$41,633
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,230
33.8%
Sales of Assets $2,405
66.1%
Other Income $5
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,975
64.8%
Compensation of Officers* $1,000
32.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $41,633
Total Liabilities $0
Net Assets $41,633
Compensation
Key Employees and Officers Compensation Other
Fulton Bank N A (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,076
Expenses
$2,999
Net Income
-$1,923
Net Assets
$40,988
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,133
> 100%
Sales of Assets $0
Other Income $8
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,995
66.5%
Compensation of Officers* $1,000
33.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $40,989
Total Liabilities $1
Net Assets $40,988
Compensation
Key Employees and Officers Compensation Other
Fulton Bank N A (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,173
Expenses
$3,329
Net Income
-$1,156
Net Assets
$42,970
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,340
61.7%
Sales of Assets $825
38.0%
Other Income $8
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,321
69.7%
Compensation of Officers* $1,000
30.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $42,971
Total Liabilities $1
Net Assets $42,970
Compensation
Key Employees and Officers Compensation Other
Fulton Bank N A (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
2016

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.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,134
Expenses
$3,628
Net Income
-$2,494
Net Assets
$47,269
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,526
> 100%
Sales of Assets $0
Other Income $8
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,621
72.2%
Compensation of Officers* $1,007
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 $47,269
Total Liabilities $0
Net Assets $47,269

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,460
Expenses
$3,754
Net Income
-$1,294
Net Assets
$49,730
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,427
58.0%
Sales of Assets $1,023
41.6%
Other Income $10
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,601
69.3%
Compensation of Officers* $1,041
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 $49,730
Total Liabilities $0
Net Assets $49,730

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,684
Expenses
$4,058
Net Income
-$1,374
Net Assets
$50,825
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,763
65.7%
Sales of Assets $885
33.0%
Other Income $36
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,560
63.1%
Compensation of Officers* $1,498
36.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $50,825
Total Liabilities $0
Net Assets $50,825

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,297
Expenses
$3,452
Net Income
-$155
Net Assets
$52,359
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,385
42.0%
Sales of Assets $1,912
58.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $514
14.9%
Compensation of Officers* $2,888
83.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $52,359
Total Liabilities $0
Net Assets $52,359

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,323
Expenses
$6,058
Net Income
-$1,735
Net Assets
$52,541
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,543
35.7%
Sales of Assets $2,780
64.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,153
52.0%
Compensation of Officers* $2,865
47.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $52,541
Total Liabilities $0
Net Assets $52,541

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

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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