Trust U/W Melinda W Tobie

Johnston, RI
Tax-exempt since Nov. 1975
EIN: 02-6005052

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$15.6k (2024)

Expenses

$22.1k (2024)

Total Assets

$261k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

Revenue

$15,570

Expenses

$22,091

Net Income

-$6,521

Net Assets

$261,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,690	62.2%
Sales of Assets	$5,846	37.5%
Other Income	$34	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,752	84.9%
Compensation of Officers*	$6,463	29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$261,047
Total Liabilities	$0
Net Assets	$261,047

Compensation

Key Employees and Officers	Compensation	Other
Citizens Na (Trustee)	$6,463	$0

990-PF

Filed on April 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$11,277

Expenses

$15,740

Net Income

-$4,463

Net Assets

$267,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,511	75.5%
Sales of Assets	$2,766	24.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,420	78.9%
Compensation of Officers*	$5,892	37.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$267,419
Total Liabilities	$0
Net Assets	$267,419

Compensation

Key Employees and Officers	Compensation	Other
Citizens Na (Trustee)	$5,892	$0

990-PF

Filed on April 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$22,191

Expenses

$16,805

Net Income

$5,386

Net Assets

$271,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,634	38.9%
Sales of Assets	$13,557	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,327	79.3%
Compensation of Officers*	$6,229	37.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$271,465
Total Liabilities	$0
Net Assets	$271,465

Compensation

Key Employees and Officers	Compensation	Other
Citizens Na (Trustee)	$6,229	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$24,566

Expenses

$24,562

Net Income

Net Assets

$266,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,514	30.6%
Sales of Assets	$17,052	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,267	82.5%
Compensation of Officers*	$7,204	29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$266,072
Total Liabilities	$0
Net Assets	$266,072

Compensation

Key Employees and Officers	Compensation	Other
Citizens Na (Trustee)	$7,204	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$27,731

Expenses

$22,199

Net Income

$5,532

Net Assets

$265,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,741	20.7%
Sales of Assets	$21,628	78.0%
Other Income	$362	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,931	85.3%
Compensation of Officers*	$6,380	28.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$265,893
Total Liabilities	$1
Net Assets	$265,892

Compensation

Key Employees and Officers	Compensation	Other
Citizens Na (Trustee)	$6,380	$0

990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$11,110

Expenses

$38,580

Net Income

-$27,470

Net Assets

$260,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,727	60.5%
Sales of Assets	$4,383	39.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,433	89.3%
Compensation of Officers*	$6,427	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$260,009
Total Liabilities	$1
Net Assets	$260,008

Compensation

Key Employees and Officers	Compensation	Other
Citizens Na (Trustee)	$6,427	$0

990-PF

Filed on July 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$29,024

Expenses

$7,974

Net Income

$21,050

Net Assets

$287,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,806	23.4%
Sales of Assets	$22,218	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,227	53.0%
Compensation of Officers*	$6,685	83.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$287,484
Total Liabilities	$0
Net Assets	$287,484

Compensation

Key Employees and Officers	Compensation	Other
Citizens Na (Trustee)	$6,685	$0

990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$15,417

Expenses

$17,646

Net Income

-$2,229

Net Assets

$277,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,124	46.2%
Sales of Assets	$8,293	53.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,885	84.4%
Compensation of Officers*	$3,500	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$277,152
Total Liabilities	$0
Net Assets	$277,152

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$41,392

Expenses

$17,149

Net Income

$24,243

Net Assets

$279,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,012	19.4%
Sales of Assets	$33,380	80.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,560	84.9%
Compensation of Officers*	$3,500	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$279,321
Total Liabilities	$0
Net Assets	$279,321

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$30,411

Expenses

$15,728

Net Income

$14,683

Net Assets

$255,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,862	25.9%
Sales of Assets	$22,549	74.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,705	87.1%
Compensation of Officers*	$3,500	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$255,078
Total Liabilities	$0
Net Assets	$255,078

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$17,406

Expenses

$14,119

Net Income

$3,287

Net Assets

$240,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,979	40.1%
Sales of Assets	$10,427	59.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,755	83.3%
Compensation of Officers*	$3,500	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$240,395
Total Liabilities	$0
Net Assets	$240,395

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$19,227

Expenses

$14,970

Net Income

$4,257

Net Assets

$237,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,540	44.4%
Sales of Assets	$10,462	54.4%
Other Income	$225	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,220	88.3%
Compensation of Officers*	$3,500	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$237,108
Total Liabilities	$0
Net Assets	$237,108

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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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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Updated June 30, 2025

Trust U/W Melinda W Tobie

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $15.6k (2024)

Expenses $22.1k (2024)

Total Assets $261k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$15.6k (2024)

Expenses

$22.1k (2024)

Total Assets

$261k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2001