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Andrew B Rathbone Trust Ua 3 01 92025

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
−$950 (2023)

Expenses
$15.3k (2023)

Total Assets
$318k (2023)

Total Liabilities
$0 (2023)

Years with missing data
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 Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$950
Expenses
$15,346
Net Income
-$16,296
Net Assets
$317,943
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,223
Sales of Assets -$8,173
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,449
87.6%
Compensation of Officers* $214
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $317,943
Total Liabilities $0
Net Assets $317,943
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $214 $0

Document Links

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,198
Expenses
$23,133
Net Income
$38,065
Net Assets
$324,008
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,695
10.9%
Sales of Assets $54,503
89.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,218
96.0%
Compensation of Officers* $161
0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $324,008
Total Liabilities $0
Net Assets $324,008
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $161 $0

Document Links

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,043
Expenses
$16,811
Net Income
$5,232
Net Assets
$342,791
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,622
25.5%
Sales of Assets $16,421
74.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,264
96.7%
Compensation of Officers* $120
0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $342,791
Total Liabilities $0
Net Assets $342,791
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $120 $0

Document Links

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,968
Expenses
$16,258
Net Income
$8,710
Net Assets
$296,205
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,418
25.7%
Sales of Assets $18,533
74.2%
Other Income $17
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,973
98.2%
Compensation of Officers* $153
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $296,206
Total Liabilities $1
Net Assets $296,205
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $153 $0

Document Links

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,134
Expenses
$16,175
Net Income
-$41
Net Assets
$288,524
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,368
39.5%
Sales of Assets $9,766
60.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,053
93.1%
Compensation of Officers* $156
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $288,524
Total Liabilities $0
Net Assets $288,524
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $156 $0

Document Links

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,870
Expenses
$16,934
Net Income
$9,936
Net Assets
$291,947
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,873
21.9%
Sales of Assets $20,820
77.5%
Other Income $177
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,848
93.6%
Compensation of Officers* $110
0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $291,947
Total Liabilities $0
Net Assets $291,947
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $110 $0

Document Links

Fiscal Year Ending Oct.
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 Oct.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,321
Expenses
$14,650
Net Income
-$12,329
Net Assets
$276,855
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,834
> 100%
Sales of Assets -$4,672
Other Income $159
6.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,318
97.7%
Compensation of Officers* $135
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $276,855
Total Liabilities $0
Net Assets $276,855
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $135 $0

Document Links

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,081
Expenses
$15,385
Net Income
-$5,304
Net Assets
$289,685
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,465
64.1%
Sales of Assets $3,616
35.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,687
95.5%
Compensation of Officers* $228
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $289,685
Total Liabilities $0
Net Assets $289,685
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $228 $0

Document Links

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,019
Expenses
$26,271
Net Income
$6,748
Net Assets
$294,516
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,318
22.2%
Sales of Assets $25,701
77.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,698
97.8%
Compensation of Officers* $286
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $294,516
Total Liabilities $0
Net Assets $294,516
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $286 $0

Document Links

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,820
Expenses
$12,840
Net Income
$16,980
Net Assets
$306,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,017
26.9%
Sales of Assets $21,830
73.2%
Other Income -$27
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,008
93.5%
Compensation of Officers* $368
2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $306,692
Total Liabilities $0
Net Assets $306,692

Document Links

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,006
Expenses
$10,620
Net Income
$9,386
Net Assets
$277,854
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,977
34.9%
Sales of Assets $13,220
66.1%
Other Income -$191
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,486
89.3%
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 $277,854
Total Liabilities $0
Net Assets $277,854

Document Links

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,762
Expenses
$10,043
Net Income
$9,719
Net Assets
$269,481
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,138
31.1%
Sales of Assets $13,393
67.8%
Other Income $231
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,446
94.1%
Compensation of Officers* $290
2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $269,481
Total Liabilities $0
Net Assets $269,481

Document Links

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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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