Aldeen Summerwood Trust

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.

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
$20,090
Expenses
$12,455
Net Income
$7,635
Net Assets
$227,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,223
40.9%
Sales of Assets $11,867
59.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,476
84.1%
Compensation of Officers* $3,239
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 $227,972
Total Liabilities $0
Net Assets $227,972
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $3,239 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,076
Expenses
$15,196
Net Income
-$1,120
Net Assets
$220,425
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,133
50.7%
Sales of Assets $6,943
49.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,235
80.5%
Compensation of Officers* $5,671
37.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $220,425
Total Liabilities $0
Net Assets $220,425
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $5,671 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,924
Expenses
$18,037
Net Income
-$13,113
Net Assets
$221,553
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,189
> 100%
Sales of Assets -$265
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,525
80.5%
Compensation of Officers* $6,225
34.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $221,553
Total Liabilities $0
Net Assets $221,553
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $6,225 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,916
Expenses
$16,021
Net Income
$12,895
Net Assets
$234,799
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,009
27.7%
Sales of Assets $20,907
72.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,831
80.1%
Compensation of Officers* $6,225
38.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $234,799
Total Liabilities $0
Net Assets $234,799
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $6,225 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,190
Expenses
$15,840
Net Income
-$9,650
Net Assets
$221,873
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,260
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,631
79.7%
Compensation of Officers* $6,206
39.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $221,874
Total Liabilities $1
Net Assets $221,873
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $6,206 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,401
Expenses
$17,532
Net Income
-$8,131
Net Assets
$231,473
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,033
64.2%
Sales of Assets $3,368
35.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,382
82.0%
Compensation of Officers* $6,177
35.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $231,474
Total Liabilities $1
Net Assets $231,473
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $6,177 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,642
Expenses
$17,801
Net Income
-$12,159
Net Assets
$239,844
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,790
> 100%
Sales of Assets -$148
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,098
73.6%
Compensation of Officers* $6,108
34.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $239,844
Total Liabilities $0
Net Assets $239,844
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $6,108 $0

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
$10,701
Expenses
$19,667
Net Income
-$8,966
Net Assets
$265,718
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,566
52.0%
Sales of Assets $5,135
48.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,900
65.6%
Compensation of Officers* $6,087
31.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,718
Total Liabilities $0
Net Assets $265,718

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,215
Expenses
$17,077
Net Income
$45,138
Net Assets
$274,690
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,895
9.5%
Sales of Assets $56,320
90.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,380
78.4%
Compensation of Officers* $6,184
36.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $274,690
Total Liabilities $0
Net Assets $274,690

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,057
Expenses
$16,802
Net Income
-$6,745
Net Assets
$229,658
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,775
57.4%
Sales of Assets $4,282
42.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,174
78.4%
Compensation of Officers* $6,225
37.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $229,658
Total Liabilities $0
Net Assets $229,658

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,181
Expenses
$15,233
Net Income
-$7,052
Net Assets
$236,447
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,177
87.7%
Sales of Assets $1,004
12.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,070
79.2%
Compensation of Officers* $6,225
40.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $236,447
Total Liabilities $0
Net Assets $236,447

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,621
Expenses
$16,357
Net Income
-$2,736
Net Assets
$243,501
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,861
50.4%
Sales of Assets $6,695
49.2%
Other Income $65
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,521
76.5%
Compensation of Officers* $6,235
38.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $243,501
Total Liabilities $0
Net Assets $243,501

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

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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.

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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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