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Bertha Joslyn Trust Uw

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
−$9.28k (2023)

Expenses
$11k (2023)

Total Assets
$120k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$9,284
Expenses
$11,012
Net Income
-$20,296
Net Assets
$120,072
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,468
Sales of Assets -$12,752
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,818
80.1%
Compensation of Officers* $1,267
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 $120,072
Total Liabilities $0
Net Assets $120,072
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $1,267 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,433
Expenses
$11,196
Net Income
-$3,763
Net Assets
$140,368
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,772
37.3%
Sales of Assets $4,661
62.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,818
78.8%
Compensation of Officers* $1,449
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 $140,368
Total Liabilities $0
Net Assets $140,368
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $1,449 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,543
Expenses
$11,301
Net Income
-$1,758
Net Assets
$144,125
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,150
33.0%
Sales of Assets $6,393
67.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,818
78.0%
Compensation of Officers* $1,584
14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $144,125
Total Liabilities $0
Net Assets $144,125
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $1,584 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,824
Expenses
$11,277
Net Income
-$4,453
Net Assets
$145,881
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,826
56.1%
Sales of Assets $2,998
43.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,818
78.2%
Compensation of Officers* $1,631
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $145,882
Total Liabilities $1
Net Assets $145,881
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $1,631 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,974
Expenses
$11,471
Net Income
-$5,497
Net Assets
$150,363
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,057
67.9%
Sales of Assets $1,917
32.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,818
76.9%
Compensation of Officers* $1,764
15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $150,364
Total Liabilities $1
Net Assets $150,363
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $1,764 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,915
Expenses
$11,487
Net Income
-$5,572
Net Assets
$155,816
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,334
73.3%
Sales of Assets $1,505
25.4%
Other Income $76
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,818
76.8%
Compensation of Officers* $1,799
15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $155,816
Total Liabilities $0
Net Assets $155,816
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $1,799 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,333
Expenses
$11,624
Net Income
-$5,291
Net Assets
$161,391
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,112
64.9%
Sales of Assets $2,221
35.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,818
75.9%
Compensation of Officers* $1,857
16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $161,391
Total Liabilities $0
Net Assets $161,391
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $1,857 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,067
Expenses
$11,847
Net Income
-$1,780
Net Assets
$166,683
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,444
34.2%
Sales of Assets $6,623
65.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,818
74.4%
Compensation of Officers* $1,883
15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $166,683
Total Liabilities $0
Net Assets $166,683
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $1,883 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,841
Expenses
$11,760
Net Income
$1,081
Net Assets
$168,566
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,971
30.9%
Sales of Assets $8,870
69.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,818
75.0%
Compensation of Officers* $1,978
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 $168,566
Total Liabilities $0
Net Assets $168,566
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $1,978 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,850
Expenses
$14,067
Net Income
-$2,217
Net Assets
$167,910
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,690
31.1%
Sales of Assets $8,160
68.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,198
79.6%
Compensation of Officers* $2,056
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $167,910
Total Liabilities $0
Net Assets $167,910
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $2,056 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,772
Expenses
$11,591
Net Income
-$4,819
Net Assets
$169,783
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,876
57.2%
Sales of Assets $2,896
42.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,904
76.8%
Compensation of Officers* $2,040
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $169,783
Total Liabilities $0
Net Assets $169,783
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $2,040 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,859
Expenses
$11,232
Net Income
-$4,373
Net Assets
$174,585
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,758
69.4%
Sales of Assets $1,765
25.7%
Other Income $336
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,446
84.1%
Compensation of Officers* $2,028
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $174,586
Total Liabilities $1
Net Assets $174,585

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,450
Expenses
$14,778
Net Income
-$5,328
Net Assets
$178,856
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,277
55.8%
Sales of Assets $4,173
44.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,815
79.9%
Compensation of Officers* $2,032
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $178,857
Total Liabilities $1
Net Assets $178,856

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

About 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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