The Aequilibris Trust

Scottsdale, AZ
Tax-exempt since March 1989
EIN: 58-1818879

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.

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

$8,503

Expenses

$17,114

Net Income

-$8,611

Net Assets

$56,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.2%
Dividends	$8,490	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,000	99.3%
Compensation of Officers*	$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	$56,565
Total Liabilities	$0
Net Assets	$56,565

Compensation

Key Employees and Officers	Compensation	Other
Kenneth W Slutsky (Trustee)	$0	$0
Michael E Wise (Director)	$0	$0

990-PF

Filed on May 14, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$8,225

Expenses

$20,117

Net Income

-$11,892

Net Assets

$65,176

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59	0.7%
Dividends	$8,166	99.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	99.4%
Compensation of Officers*	$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	$65,176
Total Liabilities	$0
Net Assets	$65,176

Compensation

Key Employees and Officers	Compensation	Other
Kenneth W Slutsky (Trustee)	$0	$0
Michael E Wise (Director)	$0	$0

990-PF

Filed on March 26, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$7,531

Expenses

$14,505

Net Income

-$6,974

Net Assets

$77,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.4%
Dividends	$7,503	99.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,450	92.7%
Compensation of Officers*	$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	$77,068
Total Liabilities	$0
Net Assets	$77,068

Compensation

Key Employees and Officers	Compensation	Other
Kenneth W Slutsky (Trustee)	$0	$0
Jacquelin Gorman (Trustee)	$0	$0
Michael E Wise (Director)	$0	$0

990-PF

Filed on March 31, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

-$72,697

Expenses

$17,368

Net Income

-$90,065

Net Assets

$84,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3
Dividends	$7,159
Sales of Assets	-$79,859
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,300	99.6%
Compensation of Officers*	$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	$84,042
Total Liabilities	$0
Net Assets	$84,042

Compensation

Key Employees and Officers	Compensation	Other
Kenneth W Slutsky (Trustee)	$0	$0
Jacquelin Gorman (Trustee)	$0	$0
Michael E Wise (Director)	$0	$0

990-PF

Filed on Nov. 15, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$8,073

Expenses

$11,248

Net Income

-$3,175

Net Assets

$489,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.2%
Dividends	$8,035	99.5%
Sales of Assets	$21	0.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	88.9%
Compensation of Officers*	$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	$489,937
Total Liabilities	$1
Net Assets	$489,936

Compensation

Key Employees and Officers	Compensation	Other
Kenneth W Slutsky (Trustee/Manager)	$0	$0
Jacquelin Gorman (Trustee/Manager)	$0	$0
Michael E Wise (Director)	$0	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$8,510

Expenses

$10,068

Net Income

-$1,558

Net Assets

$493,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$90	1.1%
Dividends	$8,419	98.9%
Sales of Assets	$1	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,500	24.8%
Compensation of Officers*	$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	$493,271
Total Liabilities	$1
Net Assets	$493,270

Compensation

Key Employees and Officers	Compensation	Other
Kenneth W Slutsky (Trustee/Manager)	$0	$0
Jacquelin Gorman (Trustee/Manager)	$0	$0
Michael E Wise (Director)	$0	$0

990-PF

Filed on July 14, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$8,069

Expenses

$14,587

Net Income

-$6,518

Net Assets

$494,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48	0.6%
Dividends	$8,021	99.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,500	85.7%
Compensation of Officers*	$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	$494,740
Total Liabilities	$0
Net Assets	$494,740

Compensation

Key Employees and Officers	Compensation	Other
Kenneth W Slutsky (Trustee/Manager)	$0	$0
Jacquelin Gorman (Trustee/Manager)	$0	$0
Michael E Wise (Director)	$0	$0

990-PF

Filed on May 2, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$27,671

Expenses

$8,281

Net Income

$19,390

Net Assets

$501,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	72.3%
Interest Revenue	$41	0.1%
Dividends	$7,630	27.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,000	24.2%
Compensation of Officers*	$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	$501,186
Total Liabilities	$0
Net Assets	$501,186

Compensation

Key Employees and Officers	Compensation	Other
Kenneth W Slutsky (Trustee/Manager)	$0	$0
Jacquelin Gorman (Trustee/Manager)	$0	$0
Michael E Wise (Director)	$0	$0

990-PF

Filed on May 12, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$524,082

Expenses

$59,678

Net Income

$464,404

Net Assets

$555,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$516,828	98.6%
Interest Revenue	$4	0.0%
Dividends	$7,008	1.3%
Sales of Assets	$0
Other Income	$242	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,850	96.9%
Compensation of Officers*	$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	$555,478
Total Liabilities	$0
Net Assets	$555,478

Compensation

Key Employees and Officers	Compensation	Other
Kenneth W Slutsky (Trustee/Manager)	$0	$0
Jacquelin Gorman (Trustee/Manager)	$0	$0
Michael E Wise (Director)	$0	$0

990-PF

Filed on Nov. 3, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$21,423

Expenses

$55,814

Net Income

-$34,391

Net Assets

$91,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$6,935	32.4%
Sales of Assets	$14,486	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,515	95.9%
Compensation of Officers*	$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	$91,074
Total Liabilities	$0
Net Assets	$91,074

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$6,437

Expenses

$35,662

Net Income

-$29,225

Net Assets

$123,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.1%
Dividends	$6,376	99.1%
Sales of Assets	$55	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,285	79.3%
Compensation of Officers*	$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	$123,465
Total Liabilities	$0
Net Assets	$123,465

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$85,272

Expenses

$31,374

Net Income

$53,898

Net Assets

$156,302

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$11,579	13.6%
Sales of Assets	$73,691	86.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,335	96.7%
Compensation of Officers*	$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	$156,302
Total Liabilities	$0
Net Assets	$156,302

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$10,877

Expenses

$29,651

Net Income

-$18,774

Net Assets

$100,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,345	49.1%
Sales of Assets	$5,532	50.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,825	93.8%
Compensation of Officers*	$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	$100,529
Total Liabilities	$0
Net Assets	$100,529

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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.
2009

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

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

PDF

Fiscal Year Ending Dec.
2001

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

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.

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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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The Aequilibris Trust

Organization summary

Type of Nonprofit

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
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.
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.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001