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Wellington G Bosworth Living Trust Educational Fund Miami

Key Trust Co Of Ohio Na

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$269k (2024)

Expenses
$142k (2024)

Total Assets
$2.49M (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
$268,994
Expenses
$141,873
Net Income
$127,121
Net Assets
$2,486,801
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,535
11.4%
Sales of Assets $220,540
82.0%
Other Income $17,919
6.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $128,823
90.8%
Compensation of Officers* $16,903
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,486,801
Total Liabilities $0
Net Assets $2,486,801
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $16,903 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,316
Expenses
$144,477
Net Income
-$106,161
Net Assets
$2,359,978
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,431
89.9%
Sales of Assets $3,885
10.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $133,023
92.1%
Compensation of Officers* $15,272
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 $2,359,978
Total Liabilities $0
Net Assets $2,359,978
Compensation
Key Employees and Officers Compensation Other
Keybank National Association (Trustee) $15,272 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$8,665
Expenses
$167,925
Net Income
-$176,590
Net Assets
$2,466,139
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,478
Sales of Assets -$34,143
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $152,869
91.0%
Compensation of Officers* $16,442
9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,466,139
Total Liabilities $0
Net Assets $2,466,139
Compensation
Key Employees and Officers Compensation Other
Keybank National Association (Trustee) $16,442 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$340,110
Expenses
$168,157
Net Income
$171,953
Net Assets
$2,642,729
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,014
5.3%
Sales of Assets $322,096
94.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $135,468
80.6%
Compensation of Officers* $18,273
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,642,729
Total Liabilities $0
Net Assets $2,642,729
Compensation
Key Employees and Officers Compensation Other
Keybank National Association (Trustee) $18,273 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$141,773
Expenses
$147,044
Net Income
-$5,271
Net Assets
$2,470,765
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,505
23.6%
Sales of Assets $108,268
76.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $132,584
90.2%
Compensation of Officers* $15,438
10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,470,766
Total Liabilities $1
Net Assets $2,470,765
Compensation
Key Employees and Officers Compensation Other
Keybank National Association (Trustee) $15,438 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$223,233
Expenses
$148,032
Net Income
$75,201
Net Assets
$2,476,046
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,615
19.5%
Sales of Assets $164,581
73.7%
Other Income $15,037
6.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,309
92.1%
Compensation of Officers* $15,631
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 $2,476,046
Total Liabilities $0
Net Assets $2,476,046

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
$90,265
Expenses
$141,355
Net Income
-$51,090
Net Assets
$1,811,470
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,137
62.2%
Sales of Assets $34,128
37.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,897
89.8%
Compensation of Officers* $15,219
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 $1,811,470
Total Liabilities $0
Net Assets $1,811,470

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$126,471
Expenses
$132,442
Net Income
-$5,971
Net Assets
$1,862,560
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,816
41.0%
Sales of Assets $74,655
59.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $118,572
89.5%
Compensation of Officers* $15,278
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,862,560
Total Liabilities $0
Net Assets $1,862,560

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$88,308
Expenses
$120,907
Net Income
-$32,599
Net Assets
$1,868,755
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,114
52.2%
Sales of Assets $42,194
47.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,528
90.6%
Compensation of Officers* $14,044
11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,868,755
Total Liabilities $0
Net Assets $1,868,755

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,393
Expenses
$119,990
Net Income
-$33,597
Net Assets
$1,901,347
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,210
55.8%
Sales of Assets $31,804
36.8%
Other Income $6,379
7.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,973
91.7%
Compensation of Officers* $13,354
11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,901,347
Total Liabilities $0
Net Assets $1,901,347

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$25,029
Expenses
$130,400
Net Income
-$155,429
Net Assets
$1,934,939
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,838
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,766
81.1%
Compensation of Officers* $13,546
10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,934,939
Total Liabilities $0
Net Assets $1,934,939

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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