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Bella Henry Trust

Stratevest Group Na Ttee

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.

Summary charts: organization finances over time

Revenue
−$13.2k (2023)

Expenses
$18.2k (2023)

Total Assets
$239k (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
-$13,187
Expenses
$18,154
Net Income
-$31,341
Net Assets
$239,114
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,906
Sales of Assets -$20,093
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,516
68.9%
Compensation of Officers* $4,581
25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $239,114
Total Liabilities $0
Net Assets $239,114
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $4,581 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,586
Expenses
$19,631
Net Income
-$5,045
Net Assets
$270,453
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,617
38.5%
Sales of Assets $8,969
61.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,322
67.9%
Compensation of Officers* $5,181
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $270,453
Total Liabilities $0
Net Assets $270,453
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $5,181 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,693
Expenses
$22,108
Net Income
$1,585
Net Assets
$275,490
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,933
25.0%
Sales of Assets $17,760
75.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,472
70.0%
Compensation of Officers* $5,583
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $275,490
Total Liabilities $0
Net Assets $275,490
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $5,583 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,253
Expenses
$20,608
Net Income
-$3,355
Net Assets
$273,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,240
36.2%
Sales of Assets $11,013
63.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,194
68.9%
Compensation of Officers* $5,510
26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $273,904
Total Liabilities $1
Net Assets $273,903
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $5,510 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,189
Expenses
$20,551
Net Income
-$7,362
Net Assets
$277,304
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,890
52.2%
Sales of Assets $6,299
47.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,262
69.4%
Compensation of Officers* $5,147
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $277,305
Total Liabilities $1
Net Assets $277,304
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $5,147 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,522
Expenses
$20,569
Net Income
-$7,047
Net Assets
$284,612
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,294
61.3%
Sales of Assets $5,213
38.6%
Other Income $15
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,294
69.5%
Compensation of Officers* $5,254
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $284,612
Total Liabilities $0
Net Assets $284,612
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $5,254 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,691
Expenses
$21,021
Net Income
-$7,330
Net Assets
$291,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,285
53.2%
Sales of Assets $6,406
46.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,410
68.6%
Compensation of Officers* $5,366
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $291,659
Total Liabilities $0
Net Assets $291,659
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $5,366 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,876
Expenses
$20,843
Net Income
$1,033
Net Assets
$298,991
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,600
25.6%
Sales of Assets $16,276
74.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,386
69.0%
Compensation of Officers* $5,411
26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $298,991
Total Liabilities $0
Net Assets $298,991
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $5,411 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,097
Expenses
$32,326
Net Income
-$2,229
Net Assets
$298,360
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,867
22.8%
Sales of Assets $23,230
77.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,990
80.4%
Compensation of Officers* $5,280
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 $298,360
Total Liabilities $0
Net Assets $298,360
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $5,280 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,595
Expenses
$20,384
Net Income
$7,211
Net Assets
$301,198
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,382
23.1%
Sales of Assets $21,213
76.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,738
72.3%
Compensation of Officers* $4,720
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $301,198
Total Liabilities $0
Net Assets $301,198
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $4,720 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,294
Expenses
$19,283
Net Income
-$5,989
Net Assets
$293,556
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,283
47.3%
Sales of Assets $7,011
52.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,008
72.6%
Compensation of Officers* $4,566
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $293,556
Total Liabilities $0
Net Assets $293,556
Compensation
Key Employees and Officers Compensation Other
Td Bank Na (Trustee) $4,566 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,849
Expenses
$15,976
Net Income
-$4,127
Net Assets
$299,540
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,209
60.8%
Sales of Assets $4,493
37.9%
Other Income $147
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,585
78.8%
Compensation of Officers* $4,408
27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $299,541
Total Liabilities $1
Net Assets $299,540

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,453
Expenses
$17,658
Net Income
-$2,205
Net Assets
$303,476
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,056
52.1%
Sales of Assets $7,397
47.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,989
73.6%
Compensation of Officers* $4,426
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $303,477
Total Liabilities $1
Net Assets $303,476

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

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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