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Lydia Collins Deforest Charitable Trust Uw 136 0001208980

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$400k (2024)

Expenses
$623k (2024)

Total Assets
$11.6M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2012 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 Feb.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$400,444
Expenses
$622,649
Net Income
-$222,205
Net Assets
$11,596,184
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $280,459
70.0%
Sales of Assets $93,567
23.4%
Other Income $26,418
6.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $544,929
87.5%
Compensation of Officers* $101,397
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,596,184
Total Liabilities $0
Net Assets $11,596,184
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $82,530 $0
Jean F Marano (Co Trustee) $12,499 $0
Carolann E Clynes (Co Trustee) $6,368 $0

Document Links

Fiscal Year Ending Feb.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$50,843
Expenses
$580,069
Net Income
-$630,912
Net Assets
$11,740,774
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $234,847
Sales of Assets -$285,690
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $459,461
79.2%
Compensation of Officers* $86,504
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,740,774
Total Liabilities $0
Net Assets $11,740,774
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $73,196 $0
Jean F Marano (Co Trustee) $13,308 $0

Document Links

Fiscal Year Ending Feb.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,320,836
Expenses
$559,406
Net Income
$1,761,430
Net Assets
$12,328,919
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $241,809
10.4%
Sales of Assets $2,079,027
89.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $484,233
86.6%
Compensation of Officers* $88,474
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,328,919
Total Liabilities $0
Net Assets $12,328,919
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $75,687 $0
Jean F Marano (Co Trustee) $12,787 $0

Document Links

Fiscal Year Ending Feb.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$607,330
Expenses
$540,861
Net Income
$66,469
Net Assets
$11,470,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $193,285
31.8%
Sales of Assets $407,429
67.1%
Other Income $6,616
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $479,403
88.6%
Compensation of Officers* $87,258
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,470,843
Total Liabilities $1
Net Assets $11,470,842
Compensation
Key Employees and Officers Compensation Other
Bank Of America Na (Trustee) $61,900 $0
Robert B Bourne (Co Trustee) $13,368 $0
Jean F Marano (Co Trustee) $11,990 $0

Document Links

Fiscal Year Ending Feb.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$540,404
Expenses
$504,329
Net Income
$36,075
Net Assets
$10,524,933
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $253,853
47.0%
Sales of Assets $286,551
53.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $392,703
77.9%
Compensation of Officers* $95,507
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 $10,524,934
Total Liabilities $1
Net Assets $10,524,933
Compensation
Key Employees and Officers Compensation Other
Bank Of America Na (Trustee) $71,047 $0
Jean F Marano (Co Trustee) $12,526 $0
Robert B Bourne (Co Trustee) $11,934 $0

Document Links

Fiscal Year Ending Feb.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,490,158
Expenses
$499,245
Net Income
$990,913
Net Assets
$10,486,779
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $230,438
15.5%
Sales of Assets $1,259,720
84.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $421,862
84.5%
Compensation of Officers* $90,904
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,486,779
Total Liabilities $0
Net Assets $10,486,779
Compensation
Key Employees and Officers Compensation Other
Bank Of America Na (Trustee) $69,114 $0
Robert B Bourne (Co Trustee) $10,895 $0
Jean F Marano (Co Trustee) $10,895 $0

Document Links

Fiscal Year Ending Feb.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$961,232
Expenses
$702,255
Net Income
$258,977
Net Assets
$10,010,633
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $221,368
23.0%
Sales of Assets $739,864
77.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $626,106
89.2%
Compensation of Officers* $92,764
13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,010,633
Total Liabilities $0
Net Assets $10,010,633
Compensation
Key Employees and Officers Compensation Other
Bank Of America Na (Trustee) $69,462 $0
Robert B Bourne (Co Trustee) $11,651 $0
Jean F Marano (Co Trustee) $11,651 $0

Document Links

Fiscal Year Ending Feb.
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 Feb.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$519,285
Expenses
$558,057
Net Income
-$38,772
Net Assets
$9,371,310
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $214,739
41.4%
Sales of Assets $304,546
58.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $484,560
86.8%
Compensation of Officers* $89,524
16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,371,310
Total Liabilities $0
Net Assets $9,371,310

Document Links

Fiscal Year Ending Feb.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$486,757
Expenses
$549,101
Net Income
-$62,344
Net Assets
$9,420,853
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $232,377
47.7%
Sales of Assets $254,380
52.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $482,925
87.9%
Compensation of Officers* $91,687
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 $9,420,853
Total Liabilities $0
Net Assets $9,420,853

Document Links

Fiscal Year Ending Feb.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$813,875
Expenses
$556,044
Net Income
$257,831
Net Assets
$9,452,852
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $224,630
27.6%
Sales of Assets $589,106
72.4%
Other Income $139
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $487,482
87.7%
Compensation of Officers* $90,579
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,452,852
Total Liabilities $0
Net Assets $9,452,852

Document Links

Fiscal Year Ending Feb.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$702,004
Expenses
$537,226
Net Income
$164,778
Net Assets
$9,145,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $228,025
32.5%
Sales of Assets $473,979
67.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $478,555
89.1%
Compensation of Officers* $68,666
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,145,558
Total Liabilities $0
Net Assets $9,145,558

Document Links

Fiscal Year Ending Feb.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$836,240
Expenses
$560,364
Net Income
$275,876
Net Assets
$8,991,031
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $321,305
38.4%
Sales of Assets $514,935
61.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $489,338
87.3%
Compensation of Officers* $60,252
10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,991,031
Total Liabilities $0
Net Assets $8,991,031

Document Links

Fiscal Year Ending Feb.
2011

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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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

About 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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