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Helen Gamwell Budd Trust Ua 3 16820 16

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.

Summary charts: organization finances over time

Revenue
$348k (2023)

Expenses
$499k (2023)

Total Assets
$7.29M (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
$348,431
Expenses
$499,400
Net Income
-$150,969
Net Assets
$7,286,756
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $241,988
69.5%
Sales of Assets $105,354
30.2%
Other Income $1,089
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $453,812
90.9%
Compensation of Officers* $58,893
11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,286,756
Total Liabilities $0
Net Assets $7,286,756
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $58,893 $0

Document Links

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$291,731
Expenses
$503,464
Net Income
-$211,733
Net Assets
$7,421,584
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $336,991
> 100%
Sales of Assets -$45,260
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $426,690
84.8%
Compensation of Officers* $60,358
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,421,584
Total Liabilities $0
Net Assets $7,421,584
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $60,358 $0

Document Links

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,321,657
Expenses
$459,808
Net Income
$861,849
Net Assets
$7,381,564
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $163,963
12.4%
Sales of Assets $1,157,694
87.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $415,611
90.4%
Compensation of Officers* $61,339
13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,381,564
Total Liabilities $0
Net Assets $7,381,564
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $61,339 $0

Document Links

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$322,745
Expenses
$443,080
Net Income
-$120,335
Net Assets
$6,464,424
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $154,861
48.0%
Sales of Assets $167,441
51.9%
Other Income $443
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $406,051
91.6%
Compensation of Officers* $53,166
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,464,425
Total Liabilities $1
Net Assets $6,464,424
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $53,166 $0

Document Links

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$232,353
Expenses
$444,566
Net Income
-$212,213
Net Assets
$6,589,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $176,449
75.9%
Sales of Assets $55,904
24.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $401,563
90.3%
Compensation of Officers* $53,244
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,589,348
Total Liabilities $0
Net Assets $6,589,348

Document Links

Fiscal Year Ending Oct.
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 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

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.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$266,971
Expenses
$433,097
Net Income
-$166,126
Net Assets
$6,929,545
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $169,018
63.3%
Sales of Assets $97,953
36.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $388,513
89.7%
Compensation of Officers* $51,452
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,929,545
Total Liabilities $0
Net Assets $6,929,545

Document Links

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$508,248
Expenses
$430,589
Net Income
$77,659
Net Assets
$7,015,267
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $193,558
38.1%
Sales of Assets $314,631
61.9%
Other Income $59
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $376,993
87.6%
Compensation of Officers* $53,763
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,015,267
Total Liabilities $0
Net Assets $7,015,267

Document Links

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$593,331
Expenses
$403,887
Net Income
$189,444
Net Assets
$6,906,691
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $184,814
31.1%
Sales of Assets $407,675
68.7%
Other Income $842
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $367,056
90.9%
Compensation of Officers* $52,789
13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,906,691
Total Liabilities $0
Net Assets $6,906,691

Document Links

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$439,230
Expenses
$422,434
Net Income
$16,796
Net Assets
$6,720,452
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $177,134
40.3%
Sales of Assets $262,096
59.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $360,238
85.3%
Compensation of Officers* $53,109
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 $6,720,452
Total Liabilities $0
Net Assets $6,720,452

Document Links

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$878,919
Expenses
$408,461
Net Income
$470,458
Net Assets
$6,700,959
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $197,319
22.5%
Sales of Assets $681,600
77.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $365,453
89.5%
Compensation of Officers* $37,393
9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,700,959
Total Liabilities $0
Net Assets $6,700,959

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.
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

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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