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John D Bryant Tr Uw Nec Winifred I Li John Wallace & W

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$40.3k (2023)

Expenses
$77.1k (2023)

Total Assets
$1.15M (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 Form 990-PF
Revenue
$40,331
Expenses
$77,136
Net Income
-$36,805
Net Assets
$1,150,538
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,446
3.6%
Dividends $23,763
58.9%
Sales of Assets $14,882
36.9%
Other Income $240
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,947
77.7%
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 $1,150,538
Total Liabilities $0
Net Assets $1,150,538
Compensation
Key Employees and Officers Compensation Other
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee (Resigned 12/14/23)) $0 $0
Cameron Casey (Trustee (Resigned 12/14/23)) $0 $0
Brenda S Diana (Trustee (Appointed 12/14/23)) $0 $0
Michelle A Knight (Trustee (Appointed 12/14/23)) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,508
Expenses
$80,819
Net Income
-$38,311
Net Assets
$1,078,647
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $275
0.6%
Dividends $18,516
43.6%
Sales of Assets $23,717
55.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,000
76.7%
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 $1,078,647
Total Liabilities $0
Net Assets $1,078,647
Compensation
Key Employees and Officers Compensation Other
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0
Cameron Casey (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$130,131
Expenses
$79,060
Net Income
$51,071
Net Assets
$1,022,376
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $17,158
13.2%
Sales of Assets $112,942
86.8%
Other Income $27
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,567
75.3%
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 $1,022,376
Total Liabilities $0
Net Assets $1,022,376
Compensation
Key Employees and Officers Compensation Other
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0
Cameron Casey (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$76,212
Expenses
$76,425
Net Income
-$213
Net Assets
$971,215
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $72
0.1%
Dividends $31,168
40.9%
Sales of Assets $44,972
59.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,898
78.4%
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 $971,216
Total Liabilities $1
Net Assets $971,215
Compensation
Key Employees and Officers Compensation Other
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0
Cameron Casey (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,559
Expenses
$77,953
Net Income
-$30,394
Net Assets
$971,613
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $446
0.9%
Dividends $26,762
56.3%
Sales of Assets $20,351
42.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,943
76.9%
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 $971,614
Total Liabilities $1
Net Assets $971,613
Compensation
Key Employees and Officers Compensation Other
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0
Cameron Casey (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,055
Expenses
$81,427
Net Income
-$372
Net Assets
$1,001,878
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $367
0.5%
Dividends $24,146
29.8%
Sales of Assets $56,542
69.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,590
75.6%
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 $1,001,878
Total Liabilities $0
Net Assets $1,001,878
Compensation
Key Employees and Officers Compensation Other
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0
Cameron Casey (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,913
Expenses
$77,293
Net Income
-$13,380
Net Assets
$1,001,090
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $78
0.1%
Dividends $26,148
40.9%
Sales of Assets $37,672
58.9%
Other Income $15
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,298
78.0%
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 $1,001,090
Total Liabilities $0
Net Assets $1,001,090
Compensation
Key Employees and Officers Compensation Other
Winifred I Li Resigned 11117 (Trustee) $0 $0
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0
Cameron Casey Appointed 11117 (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,080
Expenses
$75,758
Net Income
-$28,678
Net Assets
$1,014,639
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28
0.1%
Dividends $23,264
49.4%
Sales of Assets $23,788
50.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,649
88.0%
Compensation of Officers* $13,131
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,014,639
Total Liabilities $0
Net Assets $1,014,639
Compensation
Key Employees and Officers Compensation Other
Winifred I Li (Trustee) $13,131 $0
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,803
Expenses
$84,245
Net Income
-$36,442
Net Assets
$1,043,217
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $21,451
44.9%
Sales of Assets $26,340
55.1%
Other Income $10
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,008
85.5%
Compensation of Officers* $14,026
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,043,217
Total Liabilities $0
Net Assets $1,043,217
Compensation
Key Employees and Officers Compensation Other
Winifred I Li (Trustee) $14,026 $0
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,737
Expenses
$76,671
Net Income
-$6,934
Net Assets
$1,079,226
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $21,801
31.3%
Sales of Assets $47,755
68.5%
Other Income $179
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,975
87.4%
Compensation of Officers* $14,557
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,079,226
Total Liabilities $0
Net Assets $1,079,226
Compensation
Key Employees and Officers Compensation Other
Winifred I Li (Trustee) $14,557 $0
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,760
Expenses
$76,186
Net Income
-$37,426
Net Assets
$1,086,160
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $22,216
57.3%
Sales of Assets $16,542
42.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,649
87.5%
Compensation of Officers* $14,151
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,086,160
Total Liabilities $0
Net Assets $1,086,160
Compensation
Key Employees and Officers Compensation Other
Winifred I Li (Trustee) $14,151 $0
Martin Hall (Trustee) $0 $0
Marc J Bloostein (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,486
Expenses
$76,176
Net Income
-$48,690
Net Assets
$1,123,585
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $21,776
79.2%
Sales of Assets $5,708
20.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,163
86.9%
Compensation of Officers* $13,761
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,123,586
Total Liabilities $1
Net Assets $1,123,585

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,384
Expenses
$79,499
Net Income
$96,885
Net Assets
$1,172,275
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22
0.0%
Dividends $37,251
21.1%
Sales of Assets $139,111
78.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,094
84.4%
Compensation of Officers* $15,484
19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,172,276
Total Liabilities $1
Net Assets $1,172,275

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.
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.
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 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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