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Edith H Smith Tr Uw Fbo Jefferson Defrees Family Center

16 55 057 396737 8

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$18.7k (2024)

Expenses
$21.5k (2024)

Total Assets
$323k (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
$18,697
Expenses
$21,527
Net Income
-$2,830
Net Assets
$322,502
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,753
52.2%
Sales of Assets $8,944
47.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,703
82.2%
Compensation of Officers* $4,529
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $322,502
Total Liabilities $0
Net Assets $322,502
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,529 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,502
Expenses
$21,945
Net Income
-$14,443
Net Assets
$325,350
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,978
> 100%
Sales of Assets -$1,760
Other Income $284
3.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,937
81.7%
Compensation of Officers* $4,144
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $325,350
Total Liabilities $0
Net Assets $325,350
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,144 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,929
Expenses
$25,647
Net Income
-$27,576
Net Assets
$339,613
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,875
Sales of Assets -$9,804
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,654
80.5%
Compensation of Officers* $4,438
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $339,613
Total Liabilities $0
Net Assets $339,613
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,438 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,813
Expenses
$23,435
Net Income
$9,378
Net Assets
$366,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,232
28.1%
Sales of Assets $23,410
71.3%
Other Income $171
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,468
78.8%
Compensation of Officers* $5,124
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $366,979
Total Liabilities $0
Net Assets $366,979
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $5,124 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,958
Expenses
$22,832
Net Income
-$11,874
Net Assets
$357,563
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,792
80.2%
Sales of Assets $2,139
19.5%
Other Income $27
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,438
80.8%
Compensation of Officers* $4,434
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $357,564
Total Liabilities $1
Net Assets $357,563
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $4,434 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,210
Expenses
$23,501
Net Income
$15,709
Net Assets
$370,123
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,422
24.0%
Sales of Assets $29,788
76.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,233
77.6%
Compensation of Officers* $4,385
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $370,124
Total Liabilities $1
Net Assets $370,123
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $4,385 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,117
Expenses
$23,292
Net Income
$53,825
Net Assets
$354,413
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,131
10.5%
Sales of Assets $68,986
89.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,701
80.3%
Compensation of Officers* $4,392
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $354,413
Total Liabilities $0
Net Assets $354,413
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $4,392 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,918
Expenses
$22,477
Net Income
-$559
Net Assets
$300,583
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,107
37.0%
Sales of Assets $13,811
63.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,274
81.3%
Compensation of Officers* $4,333
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $300,583
Total Liabilities $0
Net Assets $300,583
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $4,333 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,568
Expenses
$23,052
Net Income
-$7,484
Net Assets
$301,141
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,891
50.7%
Sales of Assets $7,562
48.6%
Other Income $115
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,007
82.5%
Compensation of Officers* $4,182
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $301,141
Total Liabilities $0
Net Assets $301,141
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $4,182 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,914
Expenses
$22,224
Net Income
-$4,310
Net Assets
$308,630
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,905
44.1%
Sales of Assets $9,815
54.8%
Other Income $194
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,462
83.1%
Compensation of Officers* $3,787
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $308,630
Total Liabilities $0
Net Assets $308,630
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,787 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,137
Expenses
$20,977
Net Income
$15,160
Net Assets
$312,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,156
25.3%
Sales of Assets $26,981
74.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,256
77.5%
Compensation of Officers* $3,698
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $312,941
Total Liabilities $0
Net Assets $312,941
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,698 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,413
Expenses
$16,811
Net Income
$20,602
Net Assets
$298,358
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $8,400
22.5%
Sales of Assets $28,952
77.4%
Other Income $60
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,284
79.0%
Compensation of Officers* $3,466
20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $298,358
Total Liabilities $0
Net Assets $298,358
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,466 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,886
Expenses
$23,369
Net Income
-$6,483
Net Assets
$277,755
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $8,912
52.8%
Sales of Assets $7,968
47.2%
Other Income $4
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,167
86.3%
Compensation of Officers* $3,304
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $277,756
Total Liabilities $1
Net Assets $277,755

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,975
Expenses
$13,489
Net Income
$486
Net Assets
$284,238
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $8,714
62.4%
Sales of Assets $5,260
37.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,084
74.8%
Compensation of Officers* $3,278
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 $284,239
Total Liabilities $1
Net Assets $284,238

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 »

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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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