Skip to content
ProPublica Donate
ProPublica Donate

Helen Walcott Stockwell Tr Uw 10101998003

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$802 (2023)

Expenses
$73.7k (2023)

Total Assets
$911k (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2012 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 Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$802
Expenses
$73,688
Net Income
-$72,886
Net Assets
$910,746
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,803
> 100%
Sales of Assets -$24,001
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,171
80.3%
Compensation of Officers* $17,215
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $910,746
Total Liabilities $0
Net Assets $910,746
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $17,215 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$188,722
Expenses
$77,317
Net Income
$111,405
Net Assets
$983,667
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,847
16.3%
Sales of Assets $157,875
83.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,195
83.0%
Compensation of Officers* $19,525
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $983,667
Total Liabilities $0
Net Assets $983,667
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $19,525 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,965
Expenses
$71,750
Net Income
-$1,785
Net Assets
$872,436
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,236
23.2%
Sales of Assets $53,729
76.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,899
84.9%
Compensation of Officers* $17,036
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $872,436
Total Liabilities $0
Net Assets $872,436
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $17,036 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,908
Expenses
$80,441
Net Income
-$28,533
Net Assets
$874,225
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,261
39.0%
Sales of Assets $31,647
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,215
88.5%
Compensation of Officers* $13,658
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $874,226
Total Liabilities $1
Net Assets $874,225
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $13,658 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,937
Expenses
$65,456
Net Income
$1,481
Net Assets
$902,758
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,717
38.4%
Sales of Assets $41,220
61.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,544
86.4%
Compensation of Officers* $13,720
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $902,759
Total Liabilities $1
Net Assets $902,758
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $13,720 $0

Document Links

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,010
Expenses
$95,288
Net Income
-$30,278
Net Assets
$958,916
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,573
48.6%
Sales of Assets $33,437
51.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,428
88.6%
Compensation of Officers* $13,701
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $958,916
Total Liabilities $0
Net Assets $958,916

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$89,008
Expenses
$52,117
Net Income
$36,891
Net Assets
$989,541
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,139
33.9%
Sales of Assets $58,869
66.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,939
80.5%
Compensation of Officers* $12,625
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 $989,541
Total Liabilities $0
Net Assets $989,541

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$133,429
Expenses
$62,896
Net Income
$70,533
Net Assets
$952,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,457
12.3%
Sales of Assets $116,972
87.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,282
87.9%
Compensation of Officers* $11,182
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $952,650
Total Liabilities $0
Net Assets $952,650

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,581
Expenses
$57,506
Net Income
-$11,925
Net Assets
$881,499
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,201
39.9%
Sales of Assets $27,380
60.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,495
87.8%
Compensation of Officers* $10,642
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $881,499
Total Liabilities $0
Net Assets $881,499

Document Links

Fiscal Year Ending Aug.
2011

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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »