Lydia M Taylor Trust U W Item V

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.

Donations to this organization are tax deductible.

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
$355,746
Expenses
$243,349
Net Income
$112,397
Net Assets
$4,187,182
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $143,462
40.3%
Sales of Assets $212,284
59.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $221,119
90.9%
Compensation of Officers* $39,737
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 $4,187,182
Total Liabilities $0
Net Assets $4,187,182
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $39,737 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$204,802
Expenses
$247,403
Net Income
-$42,601
Net Assets
$4,074,624
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $126,914
62.0%
Sales of Assets $77,144
37.7%
Other Income $744
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $229,251
92.7%
Compensation of Officers* $35,629
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,074,624
Total Liabilities $0
Net Assets $4,074,624
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $35,629 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$256,692
Expenses
$249,118
Net Income
$7,574
Net Assets
$4,117,449
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $100,000
39.0%
Sales of Assets $156,692
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $219,908
88.3%
Compensation of Officers* $37,313
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,117,449
Total Liabilities $0
Net Assets $4,117,449
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $37,313 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$551,212
Expenses
$247,777
Net Income
$303,435
Net Assets
$4,101,083
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $104,301
18.9%
Sales of Assets $446,911
81.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $221,208
89.3%
Compensation of Officers* $39,914
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 $4,101,083
Total Liabilities $0
Net Assets $4,101,083
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $39,914 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$330,992
Expenses
$235,790
Net Income
$95,202
Net Assets
$3,808,058
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,378
27.3%
Sales of Assets $240,614
72.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $217,848
92.4%
Compensation of Officers* $34,594
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,808,059
Total Liabilities $1
Net Assets $3,808,058
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $34,594 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$281,987
Expenses
$242,956
Net Income
$39,031
Net Assets
$3,702,219
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $101,305
35.9%
Sales of Assets $180,682
64.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $217,116
89.4%
Compensation of Officers* $33,892
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,702,220
Total Liabilities $1
Net Assets $3,702,219
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $33,892 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$513,840
Expenses
$264,519
Net Income
$249,321
Net Assets
$3,649,153
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $85,292
16.6%
Sales of Assets $425,618
82.8%
Other Income $2,930
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $243,552
92.1%
Compensation of Officers* $34,242
12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,649,153
Total Liabilities $0
Net Assets $3,649,153
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $34,242 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$172,635
Expenses
$233,845
Net Income
-$61,210
Net Assets
$3,414,043
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $78,121
45.3%
Sales of Assets $91,323
52.9%
Other Income $3,191
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $216,630
92.6%
Compensation of Officers* $32,920
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 $3,414,043
Total Liabilities $0
Net Assets $3,414,043
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $32,920 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,300
Expenses
$232,605
Net Income
-$139,305
Net Assets
$3,476,090
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,536
79.9%
Sales of Assets $18,764
20.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $215,782
92.8%
Compensation of Officers* $31,024
13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,476,090
Total Liabilities $0
Net Assets $3,476,090
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $31,024 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$130,146
Expenses
$247,217
Net Income
-$117,071
Net Assets
$3,614,963
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $81,541
62.7%
Sales of Assets $48,605
37.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $216,533
87.6%
Compensation of Officers* $32,538
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 $3,614,963
Total Liabilities $0
Net Assets $3,614,963
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $32,538 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$479,718
Expenses
$243,228
Net Income
$236,490
Net Assets
$3,727,718
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $97,100
20.2%
Sales of Assets $382,618
79.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $217,284
89.3%
Compensation of Officers* $33,308
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,727,718
Total Liabilities $0
Net Assets $3,727,718

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$270,885
Expenses
$193,327
Net Income
$77,558
Net Assets
$3,485,767
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $80,010
29.5%
Sales of Assets $190,875
70.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $174,289
90.2%
Compensation of Officers* $32,421
16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,485,767
Total Liabilities $0
Net Assets $3,485,767

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$192,230
Expenses
$244,659
Net Income
-$52,429
Net Assets
$3,420,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $95,553
49.7%
Sales of Assets $96,662
50.3%
Other Income $15
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,683
91.8%
Compensation of Officers* $31,198
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 $3,420,446
Total Liabilities $0
Net Assets $3,420,446

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$227,386
Expenses
$242,413
Net Income
-$15,027
Net Assets
$3,462,869
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,199
39.7%
Sales of Assets $137,187
60.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,611
92.7%
Compensation of Officers* $31,077
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 $3,462,869
Total Liabilities $0
Net Assets $3,462,869

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.

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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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  • 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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