William O Barnitz Tr

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
$45,296
Expenses
$38,419
Net Income
$6,877
Net Assets
$621,351
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,853
63.7%
Sales of Assets $16,443
36.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,872
96.0%
Compensation of Officers* $1,435
3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $621,351
Total Liabilities $0
Net Assets $621,351
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $1,435 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,759
Expenses
$39,157
Net Income
-$9,398
Net Assets
$615,958
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,597
75.9%
Sales of Assets $7,071
23.8%
Other Income $91
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,991
97.0%
Compensation of Officers* $1,361
3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $615,958
Total Liabilities $0
Net Assets $615,958
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $1,361 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,634
Expenses
$44,174
Net Income
-$25,540
Net Assets
$626,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,116
> 100%
Sales of Assets -$5,482
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,953
95.0%
Compensation of Officers* $1,427
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $626,642
Total Liabilities $0
Net Assets $626,642
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $1,427 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,039
Expenses
$37,880
Net Income
$15,159
Net Assets
$652,356
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,420
46.0%
Sales of Assets $28,619
54.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,460
96.3%
Compensation of Officers* $711
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $652,356
Total Liabilities $0
Net Assets $652,356
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $711 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,659
Expenses
$37,251
Net Income
$408
Net Assets
$637,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,036
42.6%
Sales of Assets $21,623
57.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,325
97.5%
Compensation of Officers* $926
2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $637,034
Total Liabilities $1
Net Assets $637,033
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $926 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,939
Expenses
$54,862
Net Income
-$13,923
Net Assets
$636,721
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,860
48.5%
Sales of Assets $21,079
51.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,141
96.9%
Compensation of Officers* $873
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $636,722
Total Liabilities $1
Net Assets $636,721
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase (Trustee) $873 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,848
Expenses
$17,913
Net Income
$17,935
Net Assets
$632,757
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,060
50.4%
Sales of Assets $17,788
49.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,495
92.1%
Compensation of Officers* $828
4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $632,757
Total Liabilities $0
Net Assets $632,757
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase (Trustee) $828 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,115
Expenses
$53,036
Net Income
-$3,921
Net Assets
$614,868
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,141
32.9%
Sales of Assets $33,008
67.2%
Other Income -$34
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,384
98.8%
Compensation of Officers* $740
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $614,868
Total Liabilities $0
Net Assets $614,868
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $740 $0

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
$18,190
Expenses
$32,804
Net Income
-$14,614
Net Assets
$640,003
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,401
79.2%
Sales of Assets $3,883
21.3%
Other Income -$94
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,200
98.2%
Compensation of Officers* $727
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $640,003
Total Liabilities $0
Net Assets $640,003

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,601
Expenses
$40,545
Net Income
$2,056
Net Assets
$654,622
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,819
39.5%
Sales of Assets $25,795
60.6%
Other Income -$13
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,542
95.1%
Compensation of Officers* $712
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $654,622
Total Liabilities $0
Net Assets $654,622

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,782
Expenses
$35,778
Net Income
$10,004
Net Assets
$652,891
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,330
31.3%
Sales of Assets $31,196
68.1%
Other Income $256
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,295
95.9%
Compensation of Officers* $746
2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $652,891
Total Liabilities $0
Net Assets $652,891

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,743
Expenses
$36,293
Net Income
-$15,550
Net Assets
$645,262
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,559
75.0%
Sales of Assets $6,130
29.6%
Other Income -$946
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,946
93.5%
Compensation of Officers* $692
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $645,262
Total Liabilities $0
Net Assets $645,262

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,604
Expenses
$35,737
Net Income
$12,867
Net Assets
$660,811
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20
0.0%
Dividends $15,510
31.9%
Sales of Assets $33,074
68.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,671
94.2%
Compensation of Officers* $710
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $660,812
Total Liabilities $1
Net Assets $660,811

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.

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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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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