Alice Giveans Welsh Trust

Commercial Bank At Winter Park Tr

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 Oct.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,786
Expenses
$13,669
Net Income
$7,117
Net Assets
$177,489
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,155
24.8%
Sales of Assets $15,631
75.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,225
74.8%
Compensation of Officers* $3,825
28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $177,489
Total Liabilities $0
Net Assets $177,489
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,825 $0

Document Links

Fiscal Year Ending Oct.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,517
Expenses
$12,386
Net Income
-$4,869
Net Assets
$171,662
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,719
62.8%
Sales of Assets $2,322
30.9%
Other Income $476
6.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,254
74.7%
Compensation of Officers* $3,564
28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $171,662
Total Liabilities $0
Net Assets $171,662
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,564 $0

Document Links

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$768
Expenses
$13,495
Net Income
-$14,263
Net Assets
$169,503
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,121
Sales of Assets -$4,889
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,433
69.9%
Compensation of Officers* $3,737
27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $169,503
Total Liabilities $0
Net Assets $169,503
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,737 $0

Document Links

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,114
Expenses
$15,026
Net Income
$22,088
Net Assets
$177,761
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,879
10.5%
Sales of Assets $33,235
89.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,194
74.5%
Compensation of Officers* $4,484
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 $177,761
Total Liabilities $0
Net Assets $177,761
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $4,484 $0

Document Links

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,822
Expenses
$13,092
Net Income
-$1,270
Net Assets
$188,600
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,259
27.6%
Sales of Assets $8,563
72.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,276
70.9%
Compensation of Officers* $4,476
34.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $188,600
Total Liabilities $0
Net Assets $188,600
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,476 $0

Document Links

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,851
Expenses
$12,757
Net Income
$3,094
Net Assets
$165,915
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,738
23.6%
Sales of Assets $12,103
76.4%
Other Income $10
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,189
72.0%
Compensation of Officers* $4,480
35.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $165,916
Total Liabilities $1
Net Assets $165,915
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $4,480 $0

Document Links

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,912
Expenses
$13,366
Net Income
-$2,454
Net Assets
$163,495
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,841
35.2%
Sales of Assets $7,071
64.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,575
71.6%
Compensation of Officers* $4,473
33.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $163,495
Total Liabilities $0
Net Assets $163,495

Document Links

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,436
Expenses
$5,889
Net Income
$547
Net Assets
$164,216
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,843
59.7%
Sales of Assets $2,593
40.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,059
51.9%
Compensation of Officers* $4,522
76.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $164,216
Total Liabilities $0
Net Assets $164,216

Document Links

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,374
Expenses
$7,038
Net Income
-$664
Net Assets
$162,658
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,581
56.2%
Sales of Assets $2,793
43.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,077
57.9%
Compensation of Officers* $4,523
64.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $162,658
Total Liabilities $0
Net Assets $162,658

Document Links

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,006
Expenses
$11,138
Net Income
-$3,132
Net Assets
$160,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,151
39.4%
Sales of Assets $4,851
60.6%
Other Income $4
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,447
75.8%
Compensation of Officers* $4,437
39.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $160,000
Total Liabilities $0
Net Assets $160,000

Document Links

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,074
Expenses
$10,570
Net Income
-$5,496
Net Assets
$162,838
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,457
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,121
76.8%
Compensation of Officers* $3,708
35.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $162,838
Total Liabilities $0
Net Assets $162,838

Document Links

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,205
Expenses
$23,395
Net Income
-$8,190
Net Assets
$169,726
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,021
33.0%
Sales of Assets $10,184
67.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,172
90.5%
Compensation of Officers* $3,296
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $169,726
Total Liabilities $0
Net Assets $169,726

Document Links

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
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

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
2001

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.

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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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