Helen Wardman Naselli Trust Uw 2088469 Fbo Helen Wardman Naselli

Thompson Robert & W D Ttees

Orlando, FL
Tax-exempt since Jan. 1990
EIN: 52-6239477

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$272k (2024)

Expenses

$433k (2024)

Total Assets

$6.02M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

Revenue

$271,657

Expenses

$432,903

Net Income

-$161,246

Net Assets

$6,024,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$212,711	78.3%
Sales of Assets	$58,946	21.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,839	91.4%
Compensation of Officers*	$55,717	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,024,489
Total Liabilities	$0
Net Assets	$6,024,489

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$55,717	$0

990-PF

Filed on April 18, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$417,170

Expenses

$444,291

Net Income

-$27,121

Net Assets

$6,185,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$184,546	44.2%
Sales of Assets	$232,624	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$416,298	93.7%
Compensation of Officers*	$49,531	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,185,973
Total Liabilities	$0
Net Assets	$6,185,973

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$49,531	$0

990-PF

Filed on April 17, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$83,253

Expenses

$563,128

Net Income

-$479,875

Net Assets

$6,215,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,501	> 100%
Sales of Assets	-$65,248
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$526,360	93.5%
Compensation of Officers*	$52,248	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,215,868
Total Liabilities	$0
Net Assets	$6,215,868

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$52,248	$0

990-PF

Filed on May 1, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$658,758

Expenses

$437,287

Net Income

$221,471

Net Assets

$6,698,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,731	22.7%
Sales of Assets	$509,027	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$405,959	92.8%
Compensation of Officers*	$57,381	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,698,216
Total Liabilities	$0
Net Assets	$6,698,216

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$57,381	$0

990-PF

Filed on April 25, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$74,564

Expenses

$418,659

Net Income

-$344,095

Net Assets

$6,477,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,231	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$390,598	93.3%
Compensation of Officers*	$48,787	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,477,415
Total Liabilities	$1
Net Assets	$6,477,414

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank Fka Suntrust Bank (Trustee)	$48,787	$0

990-PF

Filed on April 27, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$303,661

Expenses

$418,716

Net Income

-$115,055

Net Assets

$6,819,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$176,045	58.0%
Sales of Assets	$126,841	41.8%
Other Income	$775	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$392,192	93.7%
Compensation of Officers*	$47,705	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,819,713
Total Liabilities	$1
Net Assets	$6,819,712

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank Fka Suntrust Bank (Trustee)	$47,705	$0

990-PF

Filed on June 9, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$209,493

Expenses

$431,477

Net Income

-$221,984

Net Assets

$6,932,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$158,351	75.6%
Sales of Assets	$51,142	24.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,340	91.6%
Compensation of Officers*	$48,703	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,932,056
Total Liabilities	$0
Net Assets	$6,932,056

Compensation

Key Employees and Officers	Compensation	Other
Suntrust Bank (Trustee)	$48,703	$0

990-PF

Filed on May 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$953,266

Expenses

$448,286

Net Income

$504,980

Net Assets

$7,845,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$146,439	15.4%
Sales of Assets	$806,827	84.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$415,998	92.8%
Compensation of Officers*	$47,924	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,845,105
Total Liabilities	$0
Net Assets	$7,845,105

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$536,620

Expenses

$417,366

Net Income

$119,254

Net Assets

$7,341,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$195,919	36.5%
Sales of Assets	$340,701	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$366,408	87.8%
Compensation of Officers*	$49,789	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,341,828
Total Liabilities	$0
Net Assets	$7,341,828

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$756,181

Expenses

$403,128

Net Income

$353,053

Net Assets

$7,224,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$141,310	18.7%
Sales of Assets	$614,871	81.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$375,454	93.1%
Compensation of Officers*	$45,508	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,224,935
Total Liabilities	$0
Net Assets	$7,224,935

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$337,034

Expenses

$364,517

Net Income

-$27,483

Net Assets

$6,871,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$165,673	49.2%
Sales of Assets	$171,361	50.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$330,785	90.7%
Compensation of Officers*	$41,609	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,871,882
Total Liabilities	$0
Net Assets	$6,871,882

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$544,446

Expenses

$386,403

Net Income

$158,043

Net Assets

$6,900,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$229,245	42.1%
Sales of Assets	$315,201	57.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$351,100	90.9%
Compensation of Officers*	$41,199	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,900,691
Total Liabilities	$0
Net Assets	$6,900,691

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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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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Raw filing data. Includes EINs and summary financials as structured data.
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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.
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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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Updated January 26, 2026

Helen Wardman Naselli Trust Uw 2088469 Fbo Helen Wardman Naselli

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $272k (2024)

Expenses $433k (2024)

Total Assets $6.02M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$272k (2024)

Expenses

$433k (2024)

Total Assets

$6.02M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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