Fenton Bettie Case Charitable Remainer Unitrust

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,993
Expenses
$231,566
Net Income
-$208,573
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,650
15.9%
Sales of Assets $19,295
83.9%
Other Income $48
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $231,065
99.8%
Compensation of Officers* $202
0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Arden Trust Company (Trustee) $202 $0

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Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,656
Expenses
$27,266
Net Income
-$1,610
Net Assets
$208,449
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,965
34.9%
Sales of Assets -$13,527
Other Income $30,218
> 100%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,779
65.2%
Compensation of Officers* $9,252
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 $208,449
Total Liabilities $0
Net Assets $208,449
Compensation
Key Employees and Officers Compensation Other
Arden Trust Company (Trustee) $9,252 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$172
Expenses
$9,106
Net Income
-$9,278
Net Assets
$207,773
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,051
Sales of Assets -$5,223
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,475
38.2%
Compensation of Officers* $3,500
38.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $207,773
Total Liabilities $0
Net Assets $207,773
Compensation
Key Employees and Officers Compensation Other
Arden Trust Company (Trustee) $3,500 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,078
Expenses
$24,576
Net Income
-$498
Net Assets
$219,200
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,007
29.1%
Sales of Assets $17,071
70.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,382
70.7%
Compensation of Officers* $3,500
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $219,200
Total Liabilities $0
Net Assets $219,200
Compensation
Key Employees and Officers Compensation Other
Arden Trust Company (Trustee) $3,500 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,075
Expenses
$125,528
Net Income
-$113,453
Net Assets
$219,954
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,869
56.9%
Sales of Assets $5,206
43.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,114
62.2%
Compensation of Officers* $3,500
2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $219,954
Total Liabilities $0
Net Assets $219,954

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,365
Expenses
$10,170
Net Income
$47,195
Net Assets
$334,828
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,729
18.7%
Sales of Assets $46,636
81.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,375
13.5%
Compensation of Officers* $3,500
34.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $334,828
Total Liabilities $0
Net Assets $334,828

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,448
Expenses
$9,278
Net Income
$8,170
Net Assets
$287,811
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,235
47.2%
Sales of Assets $8,494
48.7%
Other Income $719
4.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,375
14.8%
Compensation of Officers* $3,500
37.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $287,811
Total Liabilities $0
Net Assets $287,811

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Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,198
Expenses
$7,349
Net Income
$6,849
Net Assets
$279,399
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,532
53.0%
Sales of Assets $6,666
47.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,199
16.3%
Compensation of Officers* $2,795
38.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $279,399
Total Liabilities $0
Net Assets $279,399

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Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,924
Expenses
$7,634
Net Income
$3,290
Net Assets
$272,072
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,457
68.3%
Sales of Assets $3,467
31.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,254
16.4%
Compensation of Officers* $2,917
38.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $272,072
Total Liabilities $0
Net Assets $272,072

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,466
Expenses
$13,155
Net Income
$311
Net Assets
$268,976
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,839
58.2%
Sales of Assets $5,627
41.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,940
60.4%
Compensation of Officers* $2,840
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $268,976
Total Liabilities $0
Net Assets $268,976

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,984
Expenses
$4,075
Net Income
$10,909
Net Assets
$268,404
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,539
57.0%
Sales of Assets $5,758
38.4%
Other Income $687
4.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,391
34.1%
Compensation of Officers* $2,666
65.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $268,404
Total Liabilities $0
Net Assets $268,404

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,173
Expenses
$2,377
Net Income
$8,796
Net Assets
$258,761
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,470
57.9%
Sales of Assets $4,210
37.7%
Other Income $493
4.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,127
47.4%
Compensation of Officers* $1,667
70.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $258,761
Total Liabilities $0
Net Assets $258,761

Document Links

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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