Helen Chase Tr U/W Lincoln & Chase Fund 003156 01 Nect Riggs Natl Bk

Organization summary

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,271
Expenses
$3,103
Net Income
$168
Net Assets
$47,104
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,545
47.2%
Sales of Assets $1,156
35.3%
Other Income $570
17.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,446
78.8%
Compensation of Officers* $776
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $47,104
Total Liabilities $0
Net Assets $47,104
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $776 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$982
Expenses
$3,195
Net Income
-$2,213
Net Assets
$46,933
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,275
> 100%
Sales of Assets -$293
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,583
80.8%
Compensation of Officers* $751
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $46,933
Total Liabilities $0
Net Assets $46,933
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $751 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$117
Expenses
$3,634
Net Income
-$3,751
Net Assets
$49,122
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,117
Sales of Assets -$1,234
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,951
81.2%
Compensation of Officers* $706
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $49,122
Total Liabilities $0
Net Assets $49,122
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $706 $0

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Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,695
Expenses
$3,281
Net Income
$1,414
Net Assets
$52,862
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,334
28.4%
Sales of Assets $3,361
71.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,644
80.6%
Compensation of Officers* $765
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 $52,862
Total Liabilities $0
Net Assets $52,862
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $765 $0

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Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,470
Expenses
$3,388
Net Income
-$1,918
Net Assets
$51,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,256
85.4%
Sales of Assets $214
14.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,760
81.5%
Compensation of Officers* $753
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $51,447
Total Liabilities $1
Net Assets $51,446
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $753 $0

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,483
Expenses
$5,354
Net Income
-$3,871
Net Assets
$53,460
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,395
94.1%
Sales of Assets $88
5.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,033
75.3%
Compensation of Officers* $674
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $53,461
Total Liabilities $1
Net Assets $53,460
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $674 $0

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,887
Expenses
$5,930
Net Income
$20,957
Net Assets
$57,339
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,236
8.3%
Sales of Assets $24,651
91.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,708
79.4%
Compensation of Officers* $1,084
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 $57,339
Total Liabilities $0
Net Assets $57,339
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,084 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,338
Expenses
$7,670
Net Income
-$332
Net Assets
$72,478
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,520
34.3%
Sales of Assets $4,818
65.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,713
87.5%
Compensation of Officers* $1,081
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $72,478
Total Liabilities $0
Net Assets $72,478
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,081 $0

Document Links

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

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,311
Expenses
$5,857
Net Income
-$4,546
Net Assets
$73,945
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,450
> 100%
Sales of Assets -$1,139
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,661
79.6%
Compensation of Officers* $1,098
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $73,945
Total Liabilities $0
Net Assets $73,945
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,098 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,790
Expenses
$2,816
Net Income
$5,974
Net Assets
$78,571
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,774
31.6%
Sales of Assets $6,016
68.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,926
68.4%
Compensation of Officers* $1,113
39.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $78,571
Total Liabilities $0
Net Assets $78,571

Document Links

Fiscal Year Ending Dec.
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

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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