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S P Fenn No 1 Trust Ua

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$3.12M (2024)

Expenses
$1.57M (2024)

Total Assets
$28.9M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,118,071
Expenses
$1,574,388
Net Income
$1,543,683
Net Assets
$28,875,292
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $605,922
19.4%
Sales of Assets $2,512,149
80.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,439,547
91.4%
Compensation of Officers* $90,422
5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,875,292
Total Liabilities $0
Net Assets $28,875,292
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $90,422 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,425,055
Expenses
$1,539,199
Net Income
-$114,144
Net Assets
$27,334,367
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $479,237
33.6%
Sales of Assets $945,818
66.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,474,159
95.8%
Compensation of Officers* $55,832
3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $27,334,367
Total Liabilities $0
Net Assets $27,334,367
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $55,832 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$675,978
Expenses
$1,775,337
Net Income
-$1,099,359
Net Assets
$27,448,696
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $331,903
49.1%
Sales of Assets $344,075
50.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,695,086
95.5%
Compensation of Officers* $84,924
4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $27,448,696
Total Liabilities $0
Net Assets $27,448,696
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $84,924 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,349,823
Expenses
$1,649,586
Net Income
$1,700,237
Net Assets
$28,554,709
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $281,970
8.4%
Sales of Assets $3,067,853
91.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,494,108
90.6%
Compensation of Officers* $148,246
9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,554,709
Total Liabilities $0
Net Assets $28,554,709
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $148,246 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,229,774
Expenses
$1,515,369
Net Income
-$285,595
Net Assets
$26,854,769
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $415,389
33.8%
Sales of Assets $814,385
66.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,471,731
97.1%
Compensation of Officers* $40,295
2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $26,854,770
Total Liabilities $1
Net Assets $26,854,769
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $40,295 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,858,839
Expenses
$1,617,046
Net Income
$241,793
Net Assets
$27,148,826
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $609,401
32.8%
Sales of Assets $1,249,438
67.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,511,997
93.5%
Compensation of Officers* $113,940
7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $27,148,827
Total Liabilities $1
Net Assets $27,148,826
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $113,940 $0

Document Links

Fiscal Year Ending Dec.
2018

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.
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 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
$2,177,973
Expenses
$1,596,588
Net Income
$581,385
Net Assets
$28,892,517
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $561,193
25.8%
Sales of Assets $1,538,257
70.6%
Other Income $78,523
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,481,778
92.8%
Compensation of Officers* $56,919
3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,892,517
Total Liabilities $0
Net Assets $28,892,517

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,022,010
Expenses
$1,612,581
Net Income
$1,409,429
Net Assets
$28,311,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $535,637
17.7%
Sales of Assets $2,485,589
82.2%
Other Income $784
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,410,738
87.5%
Compensation of Officers* $170,365
10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,311,132
Total Liabilities $0
Net Assets $28,311,132

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,386,505
Expenses
$1,366,176
Net Income
$1,020,329
Net Assets
$26,890,099
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $505,068
21.2%
Sales of Assets $1,881,437
78.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,276,117
93.4%
Compensation of Officers* $93,858
6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $26,890,099
Total Liabilities $0
Net Assets $26,890,099

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$953,846
Expenses
$1,297,260
Net Income
-$343,414
Net Assets
$25,870,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,406
0.3%
Dividends $564,396
59.2%
Sales of Assets $387,044
40.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,272,249
98.1%
Compensation of Officers* $23,535
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 $25,870,467
Total Liabilities $0
Net Assets $25,870,467

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$979,142
Expenses
$1,286,175
Net Income
-$307,033
Net Assets
$26,213,886
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,014
0.1%
Dividends $583,839
59.6%
Sales of Assets $394,064
40.2%
Other Income $225
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,210,337
94.1%
Compensation of Officers* $21,389
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $26,213,886
Total Liabilities $0
Net Assets $26,213,886

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

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 »

Get the Data

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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