Paul A Wallace Trust Uw D29202604

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
$8,093
Expenses
$15,199
Net Income
-$7,106
Net Assets
$154,039
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,660
69.9%
Sales of Assets $2,433
30.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,641
89.7%
Compensation of Officers* $3,000
19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $154,039
Total Liabilities $0
Net Assets $154,039
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $3,000 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$2,528
Expenses
$15,702
Net Income
-$18,230
Net Assets
$161,240
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,107
Sales of Assets -$7,682
Other Income $47
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,164
90.2%
Compensation of Officers* $3,000
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $161,240
Total Liabilities $0
Net Assets $161,240
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $3,000 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,182
Expenses
$17,719
Net Income
-$10,537
Net Assets
$179,178
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,609
64.2%
Sales of Assets $2,573
35.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,773
89.0%
Compensation of Officers* $3,029
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $179,178
Total Liabilities $0
Net Assets $179,178
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $3,029 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,438
Expenses
$16,137
Net Income
$301
Net Assets
$189,557
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,367
26.6%
Sales of Assets $12,071
73.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,403
89.3%
Compensation of Officers* $3,262
20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $189,557
Total Liabilities $0
Net Assets $189,557
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $3,262 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,645
Expenses
$14,602
Net Income
-$8,957
Net Assets
$189,252
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,519
80.1%
Sales of Assets $1,126
19.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,008
89.1%
Compensation of Officers* $3,000
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $189,253
Total Liabilities $1
Net Assets $189,252
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $3,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,210
Expenses
$15,232
Net Income
-$8,022
Net Assets
$198,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,089
70.6%
Sales of Assets $2,075
28.8%
Other Income $46
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,134
86.2%
Compensation of Officers* $2,989
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $198,329
Total Liabilities $1
Net Assets $198,328
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $2,989 $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
$12,344
Expenses
$15,622
Net Income
-$3,278
Net Assets
$218,123
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,966
24.0%
Sales of Assets $9,378
76.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,143
84.1%
Compensation of Officers* $3,000
19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $218,123
Total Liabilities $0
Net Assets $218,123

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2014

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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