Skip to content
ProPublica Donate
ProPublica Donate

Trust Uw David S Lynch

Beverly Natl Bk Tr

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
$2.65k (2023)

Expenses
$3.21k (2023)

Total Assets
$129k (2023)

Total Liabilities
$0 (2023)

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 990-EZ
Revenue
$2,648
Expenses
$3,210
Net Income
-$562
Net Assets
$128,643
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,232
> 100%
Net Fundraising $0
Sales of Assets -$1,584
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $128,643
Total Liabilities $0
Net Assets $128,643
Compensation
Key Employees and Officers Compensation Other
M&T Bank Trust Company (Trustee) $2,122 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$3,358
Expenses
$2,817
Net Income
$541
Net Assets
$129,294
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,232
96.2%
Net Fundraising $0
Sales of Assets $126
3.8%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $129,294
Total Liabilities $0
Net Assets $129,294
Compensation
Key Employees and Officers Compensation Other
M&T Bank Trust Company (Trustee) $1,876 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$7,642
Expenses
$4,017
Net Income
$3,625
Net Assets
$126,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,699
35.3%
Net Fundraising $0
Sales of Assets $4,943
64.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $126,863
Total Liabilities $0
Net Assets $126,863
Compensation
Key Employees and Officers Compensation Other
Peoples United Bank Na (Trustee) $1,903 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$11,322
Expenses
$27,915
Net Income
-$16,593
Net Assets
$120,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,145
27.8%
Net Fundraising $0
Sales of Assets $8,177
72.2%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $120,025
Total Liabilities $0
Net Assets $120,025
Compensation
Key Employees and Officers Compensation Other
Peoples United Bank Na (Trustee) $1,600 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$7,932
Expenses
$2,652
Net Income
$5,280
Net Assets
$136,716
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,858
48.6%
Net Fundraising $0
Sales of Assets $4,074
51.4%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $136,716
Total Liabilities $0
Net Assets $136,716

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$9,866
Expenses
$2,213
Net Income
$7,653
Net Assets
$131,460
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,463
35.1%
Net Fundraising $0
Sales of Assets $6,403
64.9%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $131,460
Total Liabilities $0
Net Assets $131,460

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$7,878
Expenses
$2,070
Net Income
$5,808
Net Assets
$123,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,102
39.4%
Net Fundraising $0
Sales of Assets $4,776
60.6%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $123,862
Total Liabilities $0
Net Assets $123,862

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$2,237
Expenses
$2,065
Net Income
$172
Net Assets
$117,984
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,097
> 100%
Net Fundraising $0
Sales of Assets -$860
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $117,984
Total Liabilities $0
Net Assets $117,984

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$1,833
Expenses
$1,929
Net Income
-$96
Net Assets
$117,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,088
> 100%
Net Fundraising $0
Sales of Assets -$1,255
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $117,664
Total Liabilities $0
Net Assets $117,664

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$5,555
Expenses
$4,367
Net Income
$1,188
Net Assets
$117,801
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,012
54.2%
Net Fundraising $0
Sales of Assets $2,543
45.8%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $117,801
Total Liabilities $0
Net Assets $117,801

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,769
Expenses
$6,481
Net Income
$32,288
Net Assets
$116,578
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,221
5.7%
Net Fundraising $0
Sales of Assets $36,548
94.3%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $116,578
Total Liabilities $0
Net Assets $116,578

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$3,622
Expenses
$6,104
Net Income
-$2,482
Net Assets
$84,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,394
66.1%
Net Fundraising $0
Sales of Assets $1,228
33.9%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $84,233
Total Liabilities $0
Net Assets $84,233

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$2,820
Expenses
$5,794
Net Income
-$2,974
Net Assets
$86,957
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,426
86.0%
Net Fundraising $0
Sales of Assets $394
14.0%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $86,957
Total Liabilities $0
Net Assets $86,957

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.
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

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 »