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Jacob Lowenthal Residue Trust 19387

Mercantile Safe Dep & Tr Co Tr U/W

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$13.3k (2024)

Expenses
$15.6k (2024)

Total Assets
$255k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 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
$13,308
Expenses
$15,592
Net Income
-$2,284
Net Assets
$255,347
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,552
56.7%
Sales of Assets $5,756
43.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,217
84.8%
Compensation of Officers* $2,740
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $255,347
Total Liabilities $0
Net Assets $255,347
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $2,740 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,365
Expenses
$16,627
Net Income
-$8,262
Net Assets
$257,660
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,702
80.1%
Sales of Assets $1,461
17.5%
Other Income $202
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,238
79.6%
Compensation of Officers* $3,509
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 $257,660
Total Liabilities $0
Net Assets $257,660
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,509 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,748
Expenses
$19,344
Net Income
-$13,596
Net Assets
$265,808
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,855
> 100%
Sales of Assets -$107
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,574
80.5%
Compensation of Officers* $3,390
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,808
Total Liabilities $0
Net Assets $265,808
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,390 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,310
Expenses
$17,424
Net Income
$5,886
Net Assets
$279,215
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,853
29.4%
Sales of Assets $16,275
69.8%
Other Income $182
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,998
80.3%
Compensation of Officers* $3,532
20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $279,215
Total Liabilities $0
Net Assets $279,215
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,532 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,005
Expenses
$18,649
Net Income
-$9,644
Net Assets
$273,299
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,583
73.1%
Sales of Assets $2,422
26.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,682
78.7%
Compensation of Officers* $3,528
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $273,300
Total Liabilities $1
Net Assets $273,299
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,528 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,492
Expenses
$18,139
Net Income
$19,353
Net Assets
$283,566
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,200
19.2%
Sales of Assets $30,112
80.3%
Other Income $180
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,109
77.8%
Compensation of Officers* $4,242
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $283,567
Total Liabilities $1
Net Assets $283,566
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,242 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,609
Expenses
$18,684
Net Income
$3,925
Net Assets
$264,217
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,036
26.7%
Sales of Assets $16,573
73.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,876
74.3%
Compensation of Officers* $4,272
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 $264,217
Total Liabilities $0
Net Assets $264,217
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,272 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,974
Expenses
$16,348
Net Income
$1,626
Net Assets
$260,296
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,548
30.9%
Sales of Assets $12,410
69.0%
Other Income $16
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,194
74.6%
Compensation of Officers* $4,327
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $260,296
Total Liabilities $0
Net Assets $260,296
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,327 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,315
Expenses
$17,758
Net Income
-$6,443
Net Assets
$258,670
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,879
43.1%
Sales of Assets $6,436
56.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,334
80.7%
Compensation of Officers* $3,442
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 $258,670
Total Liabilities $0
Net Assets $258,670
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,442 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,785
Expenses
$17,777
Net Income
-$992
Net Assets
$265,114
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,524
32.9%
Sales of Assets $11,261
67.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,388
80.9%
Compensation of Officers* $3,427
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,114
Total Liabilities $0
Net Assets $265,114
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,427 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,945
Expenses
$16,521
Net Income
$2,424
Net Assets
$266,104
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,607
34.9%
Sales of Assets $12,338
65.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,668
82.7%
Compensation of Officers* $2,609
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $266,104
Total Liabilities $0
Net Assets $266,104
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $2,609 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,363
Expenses
$16,325
Net Income
$7,038
Net Assets
$263,748
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $5,796
24.8%
Sales of Assets $17,557
75.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,887
78.9%
Compensation of Officers* $3,577
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $263,748
Total Liabilities $0
Net Assets $263,748
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,577 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,400
Expenses
$16,120
Net Income
-$8,720
Net Assets
$256,709
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19
0.3%
Dividends $6,286
84.9%
Sales of Assets $1,055
14.3%
Other Income $40
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,745
79.1%
Compensation of Officers* $3,532
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $256,710
Total Liabilities $1
Net Assets $256,709

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$14,678
Expenses
$11,870
Net Income
-$26,548
Net Assets
$265,429
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12
Dividends $5,335
Sales of Assets $0
Other Income $34
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,382
70.6%
Compensation of Officers* $3,541
29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,430
Total Liabilities $1
Net Assets $265,429

Document Links

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

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

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

About This Data

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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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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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