Iola F Putnam Tr Uw Fbo Mary Ellen Boote

  • Orlando, FL
  • EIN: 54-6181973

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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,763
Expenses
$45,738
Net Income
-$6,975
Net Assets
$651,406
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,706
45.7%
Sales of Assets $20,305
52.4%
Other Income $752
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,682
82.4%
Compensation of Officers* $11,596
25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $651,406
Total Liabilities $0
Net Assets $651,406
Compensation
Key Employees and Officers Compensation Other
Truist Bank N A (Trustee) $11,596 $0

Document Links

990-PF
Filed on Sept. 30, 2025

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

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,576
Expenses
$30,367
Net Income
-$20,791
Net Assets
$653,634
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,168
> 100%
Sales of Assets -$7,182
Other Income $590
6.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,332
83.4%
Compensation of Officers* $7,511
24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $653,634
Total Liabilities $0
Net Assets $653,634
Compensation
Key Employees and Officers Compensation Other
Truist Bank N A (Trustee) $7,511 $0

Document Links

990-PF
Filed on Nov. 1, 2024

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,957
Expenses
$54,554
Net Income
-$24,597
Net Assets
$674,888
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,734
62.5%
Sales of Assets $10,005
33.4%
Other Income $1,218
4.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,881
84.1%
Compensation of Officers* $12,607
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $674,888
Total Liabilities $0
Net Assets $674,888
Compensation
Key Employees and Officers Compensation Other
Truist Bank N A (Trustee) $12,607 $0

Document Links

990-PF
Filed on Nov. 1, 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
$85,542
Expenses
$50,874
Net Income
$34,668
Net Assets
$700,159
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,753
17.2%
Sales of Assets $69,631
81.4%
Other Income $1,158
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,764
80.1%
Compensation of Officers* $14,968
29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $700,159
Total Liabilities $0
Net Assets $700,159
Compensation
Key Employees and Officers Compensation Other
Truist Bank N A (Trustee) $14,968 $0

Document Links

990-PF
Filed on Feb. 7, 2023

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
$119,157
Expenses
$43,717
Net Income
$75,440
Net Assets
$660,075
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $12,296
10.3%
Sales of Assets $105,667
88.7%
Other Income $1,188
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,601
79.1%
Compensation of Officers* $14,077
32.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $660,075
Total Liabilities $0
Net Assets $660,075
Compensation
Key Employees and Officers Compensation Other
Truist Bank Fka Suntrust Bank (Trustee) $14,077 $0

Document Links

990-PF
Filed on March 10, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,558
Expenses
$19,084
Net Income
-$11,526
Net Assets
$584,810
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $599
7.9%
Dividends $13,030
> 100%
Sales of Assets $0
Other Income $1,197
15.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,663
66.4%
Compensation of Officers* $12,382
64.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $584,810
Total Liabilities $0
Net Assets $584,810

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,598
Expenses
$22,802
Net Income
-$15,204
Net Assets
$661,942
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,383
> 100%
Sales of Assets $0
Other Income $948
12.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,560
59.5%
Compensation of Officers* $12,570
55.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $661,942
Total Liabilities $0
Net Assets $661,942

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
$75,245
Expenses
$39,791
Net Income
$35,454
Net Assets
$677,097
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,307
21.7%
Sales of Assets $58,132
77.3%
Other Income $806
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,209
80.9%
Compensation of Officers* $13,476
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 $677,097
Total Liabilities $0
Net Assets $677,097

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
$49,311
Expenses
$51,502
Net Income
-$2,191
Net Assets
$641,677
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,279
31.0%
Sales of Assets $31,954
64.8%
Other Income $2,078
4.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,346
82.2%
Compensation of Officers* $13,118
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $641,677
Total Liabilities $0
Net Assets $641,677

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$70,069
Expenses
$29,006
Net Income
$41,063
Net Assets
$644,267
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,553
17.9%
Sales of Assets $54,527
77.8%
Other Income $2,989
4.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,748
75.0%
Compensation of Officers* $12,187
42.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $644,267
Total Liabilities $0
Net Assets $644,267

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
$39,087
Expenses
$39,429
Net Income
-$342
Net Assets
$603,454
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,768
45.5%
Sales of Assets $18,956
48.5%
Other Income $2,363
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,725
80.5%
Compensation of Officers* $12,019
30.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $603,454
Total Liabilities $0
Net Assets $603,454

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

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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The data powering this website is available programmatically, via an API. Read the API documentation »

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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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