Caroline Sophie Orth T2287

  • Orlando, FL
  • EIN: 52-6027411

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
$74,983
Expenses
$56,211
Net Income
$18,772
Net Assets
$1,053,475
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,764
38.4%
Sales of Assets $46,069
61.4%
Other Income $150
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,357
89.6%
Compensation of Officers* $11,317
20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,053,475
Total Liabilities $0
Net Assets $1,053,475
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $11,317 $0

Document Links

990-PF
Filed on April 18, 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
-$29,722
Expenses
$66,561
Net Income
-$96,283
Net Assets
$1,034,364
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,593
Sales of Assets -$55,315
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,237
84.5%
Compensation of Officers* $18,097
27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,034,364
Total Liabilities $0
Net Assets $1,034,364
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $18,097 $0

Document Links

990-PF
Filed on April 17, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,911
Expenses
$62,024
Net Income
-$8,113
Net Assets
$1,130,572
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,008
48.2%
Sales of Assets $27,903
51.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,008
80.6%
Compensation of Officers* $19,792
31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,130,572
Total Liabilities $0
Net Assets $1,130,572
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $19,792 $0

Document Links

990-PF
Filed on May 1, 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
$192,240
Expenses
$80,669
Net Income
$111,571
Net Assets
$1,135,882
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $22,343
11.6%
Sales of Assets $169,893
88.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,818
84.1%
Compensation of Officers* $21,464
26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,135,882
Total Liabilities $0
Net Assets $1,135,882
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $21,464 $0

Document Links

990-PF
Filed on April 25, 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
$95,915
Expenses
$56,711
Net Income
$39,204
Net Assets
$1,026,576
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $217
0.2%
Dividends $18,861
19.7%
Sales of Assets $76,837
80.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,265
81.6%
Compensation of Officers* $19,206
33.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,026,577
Total Liabilities $1
Net Assets $1,026,576
Compensation
Key Employees and Officers Compensation Other
Truist Bank Fka Suntrust Bank (Trustee) $19,206 $0

Document Links

990-PF
Filed on April 27, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,547
Expenses
$54,662
Net Income
-$8,115
Net Assets
$988,052
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,798
49.0%
Sales of Assets $23,749
51.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,546
79.7%
Compensation of Officers* $18,904
34.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $988,053
Total Liabilities $1
Net Assets $988,052
Compensation
Key Employees and Officers Compensation Other
Truist Bank Fka Suntrust Bank (Trustee) $18,904 $0

Document Links

990-PF
Filed on May 7, 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
$56,210
Expenses
$86,896
Net Income
-$30,686
Net Assets
$996,043
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,066
37.5%
Sales of Assets $35,144
62.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,707
87.1%
Compensation of Officers* $19,369
22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $996,043
Total Liabilities $0
Net Assets $996,043
Compensation
Key Employees and Officers Compensation Other
Suntrust Bank (Trustee) $19,369 $0

Document Links

990-PF
Filed on May 3, 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
$73,041
Expenses
$94,505
Net Income
-$21,464
Net Assets
$1,093,127
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,403
29.3%
Sales of Assets $51,638
70.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,984
86.8%
Compensation of Officers* $19,896
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,093,127
Total Liabilities $0
Net Assets $1,093,127

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
$115,045
Expenses
$45,443
Net Income
$69,602
Net Assets
$1,114,990
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,449
25.6%
Sales of Assets $85,596
74.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,850
70.1%
Compensation of Officers* $20,414
44.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,114,990
Total Liabilities $0
Net Assets $1,114,990

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
$109,638
Expenses
$43,531
Net Income
$66,107
Net Assets
$1,045,710
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,775
20.8%
Sales of Assets $86,863
79.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,927
73.3%
Compensation of Officers* $19,158
44.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,045,710
Total Liabilities $0
Net Assets $1,045,710

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,042
Expenses
$54,550
Net Income
$7,492
Net Assets
$979,603
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,452
36.2%
Sales of Assets $39,590
63.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,076
82.6%
Compensation of Officers* $17,191
31.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $979,603
Total Liabilities $0
Net Assets $979,603

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,472
Expenses
$62,780
Net Income
-$308
Net Assets
$972,404
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,723
54.0%
Sales of Assets $28,592
45.8%
Other Income $157
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,519
85.2%
Compensation of Officers* $17,047
27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $972,404
Total Liabilities $0
Net Assets $972,404

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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

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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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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