Skip to content
ProPublica Donate

Lowell E Walter 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$55.1k (2025)

Expenses
$101k (2025)

Total Assets
$963k (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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 Feb.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,093
Expenses
$101,319
Net Income
-$46,226
Net Assets
$963,029
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,606
26.5%
Sales of Assets -$5,927
Other Income $4,908
8.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,365
77.3%
Compensation of Officers* $8,957
8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $963,029
Total Liabilities $0
Net Assets $963,029
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $7,957 $0
Brian Meyer (Co Trustee) $500 $0
Don Bowden (Co Trustee) $500 $0

Document Links

Fiscal Year Ending Feb.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,557
Expenses
$96,487
Net Income
-$67,930
Net Assets
$1,009,259
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,033
52.6%
Sales of Assets -$18,589
Other Income $5,373
18.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $79,187
82.1%
Compensation of Officers* $9,610
10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,009,259
Total Liabilities $0
Net Assets $1,009,259
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $8,610 $0
Brian Meyer (Co Trustee) $500 $0
Don Bowden (Co Trustee) $500 $0

Document Links

Fiscal Year Ending Feb.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,327
Expenses
$94,317
Net Income
-$47,990
Net Assets
$1,076,961
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,339
33.1%
Sales of Assets -$4,982
Other Income $4,331
9.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,763
77.1%
Compensation of Officers* $10,249
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,076,961
Total Liabilities $0
Net Assets $1,076,961
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $10,249 $0

Document Links

Fiscal Year Ending Feb.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,456
Expenses
$80,170
Net Income
-$29,714
Net Assets
$1,124,785
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,555
20.9%
Sales of Assets $9,309
18.4%
Other Income $3,244
6.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,313
89.0%
Compensation of Officers* $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 $1,124,785
Total Liabilities $0
Net Assets $1,124,785
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $0 $0

Document Links

Fiscal Year Ending Feb.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,675
Expenses
$79,153
Net Income
-$23,478
Net Assets
$1,154,601
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,341
41.9%
Sales of Assets $3,459
6.2%
Other Income $1,527
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,390
90.2%
Compensation of Officers* $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 $1,154,601
Total Liabilities $0
Net Assets $1,154,601
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $0 $0

Document Links

Fiscal Year Ending Feb.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,976
Expenses
$90,668
Net Income
-$35,692
Net Assets
$1,177,545
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,780
39.6%
Sales of Assets $2,540
4.6%
Other Income $3,308
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $73,376
80.9%
Compensation of Officers* $11,409
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,177,545
Total Liabilities $0
Net Assets $1,177,545

Document Links

Fiscal Year Ending Feb.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,002
Expenses
$90,506
Net Income
-$41,504
Net Assets
$1,213,274
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,386
41.6%
Sales of Assets $1,268
2.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $73,669
81.4%
Compensation of Officers* $10,095
11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,213,274
Total Liabilities $0
Net Assets $1,213,274

Document Links

Fiscal Year Ending Feb.
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 Feb.
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 Feb.
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 Feb.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,792
Expenses
$40,044
Net Income
$27,748
Net Assets
$1,331,322
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,246
10.7%
Interest Revenue $0
Dividends $19,634
29.0%
Sales of Assets $8,268
12.2%
Other Income $32,644
48.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,768
56.9%
Compensation of Officers* $10,145
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 $1,331,322
Total Liabilities $0
Net Assets $1,331,322

Document Links

Fiscal Year Ending Feb.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,725
Expenses
$34,399
Net Income
$18,326
Net Assets
$1,301,975
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,396
10.2%
Interest Revenue $0
Dividends $17,535
33.3%
Sales of Assets $0
Other Income $33,126
62.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,721
66.1%
Compensation of Officers* $4,340
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,301,975
Total Liabilities $0
Net Assets $1,301,975

Document Links

Fiscal Year Ending Feb.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,426
Expenses
$46,157
Net Income
$130,269
Net Assets
$1,169,432
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,480
15.0%
Sales of Assets $106,596
60.4%
Other Income $43,350
24.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,675
47.0%
Compensation of Officers* $3,460
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,169,432
Total Liabilities $0
Net Assets $1,169,432

Document Links

Fiscal Year Ending Feb.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$361,928
Expenses
$33,071
Net Income
$328,857
Net Assets
$1,121,808
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,858
4.9%
Sales of Assets $305,857
84.5%
Other Income $38,213
10.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,705
62.6%
Compensation of Officers* $1,229
3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,121,808
Total Liabilities $0
Net Assets $1,121,808

Document Links

Fiscal Year Ending Feb.
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.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us