Annie Roberts Trust U/W

  • Baltimore, MD
  • Tax-exempt since July 1973
  • EIN: 52-6023574

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,087
Expenses
$0
Net Income
$1,087
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,087
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Geoffrey Genth (President) $0 $0
David Wallace (Secretary) $0 $0
Elizabeth Seeley (Treasurer) $0 $0
Haswell Franklin (Finance Chair) $0 $0
Joan Bossman Gordon (Board Member) $0 $0
Diane Newman (Board Member) $0 $0
Laura Oldham (Board Member) $0 $0
Sabrina Schumann (Board Member) $0 $0
Christine Morgan Wallace (Grants Chair) $0 $0
Onyeka Anaedozie (Board Member) $0 $0
Anjal Amin (Board Member) $0 $0
Mary A Anagnost (Board Member) $0 $0
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Document Links

990-PF
Filed on Nov. 14, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$200,823
Expenses
$150,495
Net Income
$50,328
Net Assets
$1,809,557
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $66,810
33.3%
Sales of Assets $134,013
66.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $147,500
98.0%
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 $1,827,336
Total Liabilities $17,779
Net Assets $1,809,557
Compensation
Key Employees and Officers Compensation Other
David E Rice (President) $0 $0
Geoffrey Genth (Vice President) $0 $0
David Wallace (Secretary) $0 $0
Elizabeth Seeley (Treasurer) $0 $0
Haswell Franklin (Finance Chair) $0 $0
Joan Bossman Gordon (Board Member) $0 $0
Diane Newman (Board Member) $0 $0
Laura Oldham (Board Member) $0 $0
Sabrina Schumann (Board Member) $0 $0
Christine Morgan Wallace (Grants Chair) $0 $0
Onyeka Anaedozie (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Dec. 2, 2022

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$134,544
Expenses
$165,822
Net Income
-$31,278
Net Assets
$1,759,229
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,475
39.0%
Sales of Assets $82,069
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $162,100
97.8%
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 $1,791,549
Total Liabilities $32,320
Net Assets $1,759,229
Compensation
Key Employees and Officers Compensation Other
David E Rice (President Egenton Home Inc) $0 $0
Geoffrey Genth (Vice President) $0 $0
David Wallace (Secretary) $0 $0
Elizabeth Seeley (Treasurer) $0 $0
Haswell Franklin (Finance Chair) $0 $0
Joan Bossman Gordon (Board Member) $0 $0
Diane Newman (Board Member) $0 $0
Laura Oldham (Board Member) $0 $0
Sabrina Schumann (Board Member) $0 $0
Christine Morgan Wallace (Grants Chair) $0 $0
Onyeka Anaedozie (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Dec. 2, 2022

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

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$158,535
Expenses
$148,897
Net Income
$9,638
Net Assets
$1,790,507
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $64,422
40.6%
Sales of Assets $94,113
59.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $143,000
96.0%
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 $1,824,259
Total Liabilities $33,752
Net Assets $1,790,507

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2019

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 June
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

990-PF

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

PDF

Fiscal Year Ending June
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 June
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 June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$131,236
Expenses
$118,120
Net Income
$13,116
Net Assets
$1,799,460
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,347
42.2%
Sales of Assets $75,889
57.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $1,799,460
Total Liabilities $0
Net Assets $1,799,460

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

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 June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$109,839
Expenses
$18,223
Net Income
$91,616
Net Assets
$1,786,344
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,789
48.1%
Sales of Assets $57,050
51.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,000
82.3%
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 $1,786,344
Total Liabilities $0
Net Assets $1,786,344
Compensation
Key Employees and Officers Compensation Other
Honorable David E Rice (President) $0 $0
Haswell Franklin (Vice Preside) $0 $0
David Wallace (Secretary) $0 $0
Richard Drought (Treasurer) $0 $0
Geoffrey Genth (Director) $0 $0
Mark S Henckel (Director) $0 $0
Betty Schroll (Director) $0 $0
Diane O Newman (Director) $0 $0
Christine Wallace (Director) $0 $0
Linda Holfelder (Director) $0 $0
The Rev Dr Allison Halsey (Director) $0 $0
Constance Fischel (Director) $0 $0
Kenneth Davies (Director) $0 $0
Laura Oldham (Director) $0 $0
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Document Links

990-PF
Filed on Nov. 17, 2014

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2013

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 June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,165
Expenses
$150,228
Net Income
-$105,063
Net Assets
$1,750,319
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,855
59.5%
Sales of Assets $18,310
40.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,228
100%
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 $1,750,319
Total Liabilities $0
Net Assets $1,750,319

Document Links

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

Fiscal Year Ending June
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

990-PF

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

PDF

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 »

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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About Nonprofit Explorer

Nonprofit Explorer

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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