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Trust U/I Ellen A Stone 3 1097

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
$58.2k (2023)

Expenses
$67.9k (2023)

Total Assets
$1.62M (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,156
Expenses
$67,945
Net Income
-$9,789
Net Assets
$1,618,647
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,082
74.1%
Sales of Assets $10,506
18.1%
Other Income $4,568
7.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,008
73.6%
Compensation of Officers* $24,925
36.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,618,647
Total Liabilities $0
Net Assets $1,618,647
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $24,925 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$38,666
Expenses
$151,449
Net Income
-$190,115
Net Assets
$1,629,032
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,788
Sales of Assets -$72,454
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $124,551
82.2%
Compensation of Officers* $26,044
17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,629,032
Total Liabilities $0
Net Assets $1,629,032
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $26,044 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$381,784
Expenses
$117,479
Net Income
$264,305
Net Assets
$1,818,934
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,431
9.5%
Sales of Assets $345,353
90.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,802
80.7%
Compensation of Officers* $29,369
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 $1,818,934
Total Liabilities $0
Net Assets $1,818,934
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $29,369 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$142,527
Expenses
$113,134
Net Income
$29,393
Net Assets
$1,552,688
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,901
21.0%
Sales of Assets $112,626
79.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,580
82.7%
Compensation of Officers* $24,556
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,552,689
Total Liabilities $1
Net Assets $1,552,688
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $24,556 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,683
Expenses
$92,973
Net Income
$14,710
Net Assets
$1,523,322
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,981
37.1%
Sales of Assets $67,046
62.3%
Other Income $656
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,376
82.1%
Compensation of Officers* $24,280
26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,523,322
Total Liabilities $0
Net Assets $1,523,322

Document Links

Fiscal Year Ending Dec.
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 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
$71,610
Expenses
$101,453
Net Income
-$29,843
Net Assets
$1,519,528
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,982
53.0%
Sales of Assets $33,628
47.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,516
83.3%
Compensation of Officers* $23,665
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,519,528
Total Liabilities $0
Net Assets $1,519,528

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,051
Expenses
$102,936
Net Income
-$37,885
Net Assets
$1,550,853
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,139
52.5%
Sales of Assets $30,293
46.6%
Other Income $619
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,795
84.3%
Compensation of Officers* $24,902
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,550,853
Total Liabilities $0
Net Assets $1,550,853

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,817
Expenses
$102,838
Net Income
-$16,021
Net Assets
$1,554,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,499
43.2%
Sales of Assets $49,658
57.2%
Other Income -$340
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,500
82.2%
Compensation of Officers* $24,468
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,554,941
Total Liabilities $0
Net Assets $1,554,941

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$211,320
Expenses
$91,835
Net Income
$119,485
Net Assets
$1,561,913
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,135
17.1%
Sales of Assets $175,203
82.9%
Other Income -$18
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,257
84.1%
Compensation of Officers* $19,089
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,561,913
Total Liabilities $0
Net Assets $1,561,913

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$160,650
Expenses
$89,374
Net Income
$71,276
Net Assets
$1,453,852
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $54,756
34.1%
Sales of Assets $105,894
65.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,656
90.2%
Compensation of Officers* $12,057
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,453,852
Total Liabilities $0
Net Assets $1,453,852

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

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.

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.

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