Dr George G Obrien Irrevocable Trust

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
$182,774
Expenses
$187,316
Net Income
-$4,542
Net Assets
$2,712,377
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $119,386
65.3%
Sales of Assets $63,388
34.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $157,136
83.9%
Compensation of Officers* $43,465
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 $2,712,377
Total Liabilities $0
Net Assets $2,712,377
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $43,465 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$182,298
Expenses
$186,052
Net Income
-$3,754
Net Assets
$2,730,106
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $93,877
51.5%
Sales of Assets $86,838
47.6%
Other Income $1,583
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $160,726
86.4%
Compensation of Officers* $40,785
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,730,106
Total Liabilities $0
Net Assets $2,730,106
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $40,785 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,736
Expenses
$312,163
Net Income
-$238,427
Net Assets
$2,733,793
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $102,243
> 100%
Sales of Assets -$28,507
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $280,886
90.0%
Compensation of Officers* $41,897
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,733,793
Total Liabilities $0
Net Assets $2,733,793
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $41,897 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$294,321
Expenses
$232,663
Net Income
$61,658
Net Assets
$2,867,673
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $105,539
35.9%
Sales of Assets $188,782
64.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $194,507
83.6%
Compensation of Officers* $44,933
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,867,673
Total Liabilities $0
Net Assets $2,867,673
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $44,933 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$231,661
Expenses
$151,758
Net Income
$79,903
Net Assets
$2,805,232
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $69,326
29.9%
Sales of Assets $162,335
70.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,302
83.2%
Compensation of Officers* $39,334
25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,805,233
Total Liabilities $1
Net Assets $2,805,232
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $39,334 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,331
Expenses
$187,978
Net Income
-$31,647
Net Assets
$2,725,551
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $84,207
53.9%
Sales of Assets $72,124
46.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $163,656
87.1%
Compensation of Officers* $37,160
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,725,552
Total Liabilities $1
Net Assets $2,725,551
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $37,160 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$160,839
Expenses
$178,073
Net Income
-$17,234
Net Assets
$2,757,085
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $80,005
49.7%
Sales of Assets $80,834
50.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $157,580
88.5%
Compensation of Officers* $28,731
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,757,085
Total Liabilities $0
Net Assets $2,757,085
Compensation
Key Employees and Officers Compensation Other
Jpmorgan Chase Bank Na (Trustee) $28,731 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$161,610
Expenses
$166,506
Net Income
-$4,896
Net Assets
$2,775,452
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $73,483
45.5%
Sales of Assets $87,801
54.3%
Other Income $326
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,359
90.3%
Compensation of Officers* $23,732
14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,775,452
Total Liabilities $0
Net Assets $2,775,452
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $23,732 $0

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
$107,140
Expenses
$188,409
Net Income
-$81,269
Net Assets
$2,861,871
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $67,315
62.8%
Sales of Assets $32,541
30.4%
Other Income $7,284
6.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $167,522
88.9%
Compensation of Officers* $26,436
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 $2,861,871
Total Liabilities $0
Net Assets $2,861,871

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$189,389
Expenses
$147,784
Net Income
$41,605
Net Assets
$2,943,142
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $75,064
39.6%
Sales of Assets $114,272
60.3%
Other Income $53
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $116,816
79.0%
Compensation of Officers* $28,403
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 $2,943,142
Total Liabilities $0
Net Assets $2,943,142

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$219,124
Expenses
$65,497
Net Income
$153,627
Net Assets
$2,899,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $58,846
26.9%
Sales of Assets $160,843
73.4%
Other Income -$565
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,607
65.1%
Compensation of Officers* $29,825
45.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,899,558
Total Liabilities $0
Net Assets $2,899,558

Document Links

Fiscal Year Ending Dec.
2012

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.
2011

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.
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.
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

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.

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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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