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Trust Ua Josephine Bell Trask V 10460

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
−$25.3k (2023)

Expenses
$113k (2023)

Total Assets
$1.79M (2023)

Total Liabilities
$0 (2023)

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 July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$25,301
Expenses
$113,046
Net Income
-$138,347
Net Assets
$1,785,066
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,943
Sales of Assets -$64,244
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,224
77.2%
Compensation of Officers* $26,358
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 $1,785,066
Total Liabilities $0
Net Assets $1,785,066
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $26,358 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$364,768
Expenses
$141,185
Net Income
$223,583
Net Assets
$1,898,032
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,284
10.5%
Sales of Assets $326,484
89.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,017
84.3%
Compensation of Officers* $29,918
21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,898,032
Total Liabilities $0
Net Assets $1,898,032
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $29,918 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,131
Expenses
$160,477
Net Income
-$10,346
Net Assets
$1,959,722
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,524
21.7%
Sales of Assets $117,607
78.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $138,590
86.4%
Compensation of Officers* $29,363
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,959,723
Total Liabilities $1
Net Assets $1,959,722
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $29,363 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$120,067
Expenses
$94,274
Net Income
$25,793
Net Assets
$1,711,971
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,648
33.0%
Sales of Assets $80,311
66.9%
Other Income $108
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,305
82.0%
Compensation of Officers* $26,211
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,711,972
Total Liabilities $1
Net Assets $1,711,971
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $26,211 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,375
Expenses
$100,665
Net Income
$2,710
Net Assets
$1,721,943
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,921
35.7%
Sales of Assets $66,454
64.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,108
77.6%
Compensation of Officers* $25,906
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,721,943
Total Liabilities $0
Net Assets $1,721,943
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $25,906 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$173,158
Expenses
$93,433
Net Income
$79,725
Net Assets
$1,740,707
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,185
20.3%
Sales of Assets $137,973
79.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,250
80.5%
Compensation of Officers* $26,579
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,740,707
Total Liabilities $0
Net Assets $1,740,707
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $26,579 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,776
Expenses
$97,469
Net Income
-$28,693
Net Assets
$1,657,095
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,994
52.3%
Sales of Assets $32,782
47.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,064
83.2%
Compensation of Officers* $24,441
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,657,095
Total Liabilities $0
Net Assets $1,657,095
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $24,441 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,348
Expenses
$102,711
Net Income
-$91,363
Net Assets
$1,651,324
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $41,625
> 100%
Sales of Assets -$31,650
Other Income $1,373
12.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,193
84.9%
Compensation of Officers* $23,485
22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,651,324
Total Liabilities $0
Net Assets $1,651,324
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $23,485 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,113
Expenses
$111,760
Net Income
-$70,647
Net Assets
$1,751,565
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,258
80.9%
Sales of Assets $7,855
19.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,704
84.7%
Compensation of Officers* $25,827
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,751,565
Total Liabilities $0
Net Assets $1,751,565
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $25,827 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,614
Expenses
$102,360
Net Income
$6,254
Net Assets
$1,772,712
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,478
29.0%
Sales of Assets $77,136
71.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,866
80.0%
Compensation of Officers* $25,128
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,772,712
Total Liabilities $0
Net Assets $1,772,712

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$175,878
Expenses
$82,778
Net Income
$93,100
Net Assets
$1,744,447
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $49,965
28.4%
Sales of Assets $125,913
71.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,593
81.7%
Compensation of Officers* $20,522
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,744,447
Total Liabilities $0
Net Assets $1,744,447

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$105,819
Expenses
$80,751
Net Income
$25,068
Net Assets
$1,648,450
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $44,364
41.9%
Sales of Assets $61,455
58.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $68,513
84.8%
Compensation of Officers* $17,297
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,648,450
Total Liabilities $0
Net Assets $1,648,450

Document Links

Fiscal Year Ending July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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.

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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 »

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