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W Ralph & Ruby Ober Smith Charitable Remainder Unitrust

  • Indiana, PA
  • Tax-exempt since June 2015
  • EIN: 51-6537182

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$144k (2024)

Expenses
$326k (2024)

Total Assets
$4.24M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2013 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$144,425
Expenses
$326,152
Net Income
-$181,727
Net Assets
$4,244,043
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $115,427
79.9%
Sales of Assets $28,998
20.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $321,614
98.6%
Compensation of Officers* $45,042
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,244,043
Total Liabilities $0
Net Assets $4,244,043
Compensation
Key Employees and Officers Compensation Other
St Bank (Trustee) $45,042 $0

Document Links

990-PF
Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$351,809
Expenses
$317,394
Net Income
$34,415
Net Assets
$4,422,752
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $127,819
36.3%
Sales of Assets $223,990
63.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $312,508
98.5%
Compensation of Officers* $43,078
13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,422,752
Total Liabilities $0
Net Assets $4,422,752
Compensation
Key Employees and Officers Compensation Other
St Bank (Trustee) $43,078 $0

Document Links

990-PF
Filed on May 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$432,422
Expenses
$311,985
Net Income
$120,437
Net Assets
$4,403,854
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $109,963
25.4%
Sales of Assets $322,459
74.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $305,507
97.9%
Compensation of Officers* $44,519
14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,403,854
Total Liabilities $0
Net Assets $4,403,854
Compensation
Key Employees and Officers Compensation Other
St Bank (Trustee) $44,519 $0

Document Links

990-PF
Filed on May 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$591,870
Expenses
$280,487
Net Income
$311,383
Net Assets
$4,271,254
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $239,310
40.4%
Sales of Assets $352,560
59.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $276,456
98.6%
Compensation of Officers* $45,326
16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,271,254
Total Liabilities $0
Net Assets $4,271,254
Compensation
Key Employees and Officers Compensation Other
St Bank (Trustee) $45,326 $0

Document Links

990-PF
Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$269,804
Expenses
$269,084
Net Income
$720
Net Assets
$4,045,406
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $186,471
69.1%
Sales of Assets $83,333
30.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $265,809
98.8%
Compensation of Officers* $37,467
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,045,407
Total Liabilities $1
Net Assets $4,045,406
Compensation
Key Employees and Officers Compensation Other
S&T Bank (Trustee) $37,467 $0

Document Links

990-PF
Filed on May 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$36,461
Expenses
$252,895
Net Income
-$289,356
Net Assets
$4,045,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $185,613
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $249,973
98.8%
Compensation of Officers* $38,850
15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,045,057
Total Liabilities $1
Net Assets $4,045,056
Compensation
Key Employees and Officers Compensation Other
S&T Bank (Trustee) $38,850 $0

Document Links

990-PF
Filed on June 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$534,114
Expenses
$316,822
Net Income
$217,292
Net Assets
$4,335,430
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,867
1.7%
Dividends $185,359
34.7%
Sales of Assets $339,888
63.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $271,398
85.7%
Compensation of Officers* $40,116
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,335,430
Total Liabilities $0
Net Assets $4,335,430
Compensation
Key Employees and Officers Compensation Other
S T Trust Company (Trustee) $40,116 $0

Document Links

990-PF
Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$488,965
Expenses
$307,646
Net Income
$181,319
Net Assets
$4,079,892
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $103,065
21.1%
Sales of Assets $385,900
78.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $268,258
87.2%
Compensation of Officers* $37,739
12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,079,892
Total Liabilities $0
Net Assets $4,079,892

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,453
Expenses
$206,151
Net Income
-$55,698
Net Assets
$3,888,130
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,043
5.3%
Dividends $55,748
37.1%
Sales of Assets $86,589
57.6%
Other Income $73
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $165,552
80.3%
Compensation of Officers* $37,533
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,888,130
Total Liabilities $0
Net Assets $3,888,130

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,650
Expenses
$110,612
Net Income
-$41,962
Net Assets
$3,929,519
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,631
6.7%
Dividends $13,197
19.2%
Sales of Assets $50,822
74.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,677
86.5%
Compensation of Officers* $14,935
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,929,519
Total Liabilities $0
Net Assets $3,929,519

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is 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 »

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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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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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