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Westervelt Charitable Tr Ua 06302000

Letitia Westervelt Smith Et Al Ttee

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$43.8k (2025)

Expenses
$84k (2025)

Total Assets
$1.74M (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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
$43,772
Expenses
$84,010
Net Income
-$40,238
Net Assets
$1,737,668
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $69
0.2%
Dividends $43,703
99.8%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,720
98.5%
Compensation of Officers* $5,000
6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,737,668
Total Liabilities $0
Net Assets $1,737,668
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $5,000 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,310
Expenses
$67,277
Net Income
$20,033
Net Assets
$1,694,746
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $305
0.3%
Dividends $39,138
44.8%
Sales of Assets $47,867
54.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,627
99.0%
Compensation of Officers* $1,000
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,694,746
Total Liabilities $0
Net Assets $1,694,746
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $1,000 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,415
Expenses
$61,762
Net Income
-$20,347
Net Assets
$1,425,951
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $341
0.8%
Dividends $37,718
91.1%
Sales of Assets $3,356
8.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,207
99.1%
Compensation of Officers* $1,000
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,425,951
Total Liabilities $0
Net Assets $1,425,951
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $1,000 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,583
Expenses
$69,216
Net Income
-$19,633
Net Assets
$1,353,954
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $38,676
78.0%
Sales of Assets $10,900
22.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,099
99.8%
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 $1,353,954
Total Liabilities $0
Net Assets $1,353,954
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,192
Expenses
$57,923
Net Income
-$21,731
Net Assets
$1,334,211
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.0%
Dividends $36,183
100.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,728
99.7%
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 $1,334,211
Total Liabilities $0
Net Assets $1,334,211
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,135
Expenses
$54,678
Net Income
-$31,543
Net Assets
$1,085,057
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $91
0.4%
Dividends $36,599
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,818
98.4%
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 $1,085,058
Total Liabilities $1
Net Assets $1,085,057
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,183
Expenses
$61,683
Net Income
-$4,500
Net Assets
$1,131,644
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $220
0.4%
Dividends $36,524
63.9%
Sales of Assets $20,439
35.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,517
99.7%
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 $1,131,644
Total Liabilities $0
Net Assets $1,131,644
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $0 $0
Letitia W Smith (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,367
Expenses
$55,807
Net Income
-$20,440
Net Assets
$1,060,185
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $205
0.6%
Dividends $35,162
99.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,915
98.4%
Compensation of Officers* $500
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,060,185
Total Liabilities $0
Net Assets $1,060,185
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $500 $0
Letitia W Smith (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,981
Expenses
$55,119
Net Income
$5,862
Net Assets
$1,050,314
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $35,127
57.6%
Sales of Assets $25,846
42.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,914
97.8%
Compensation of Officers* $500
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,050,314
Total Liabilities $0
Net Assets $1,050,314
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $500 $0
Letitia W Smith (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,096
Expenses
$50,336
Net Income
-$15,240
Net Assets
$1,069,041
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $34,464
98.2%
Sales of Assets $0
Other Income $625
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,065
97.5%
Compensation of Officers* $500
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,069,041
Total Liabilities $0
Net Assets $1,069,041
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $500 $0
Letitia W Smith (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,439
Expenses
$67,403
Net Income
-$24,964
Net Assets
$965,482
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,366
7.9%
Dividends $37,136
87.5%
Sales of Assets $1,793
4.2%
Other Income $144
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,314
99.9%
Compensation of Officers* $500
0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $965,482
Total Liabilities $0
Net Assets $965,482
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $500 $0
Letitia W Smith (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,360
Expenses
$45,190
Net Income
-$10,830
Net Assets
$1,037,735
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,365
9.8%
Dividends $30,995
90.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,136
97.7%
Compensation of Officers* $500
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,037,735
Total Liabilities $0
Net Assets $1,037,735
Compensation
Key Employees and Officers Compensation Other
Theron Westervelt (Trustee) $500 $0
Letitia W Smith (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,505
Expenses
$32,814
Net Income
$1,691
Net Assets
$929,404
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20
0.1%
Dividends $33,240
96.3%
Sales of Assets $0
Other Income $1,388
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,321
98.5%
Compensation of Officers* $500
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $929,405
Total Liabilities $1
Net Assets $929,404

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,257
Expenses
$46,245
Net Income
-$11,988
Net Assets
$865,646
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $44
0.1%
Dividends $34,200
99.8%
Sales of Assets $13
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,710
98.8%
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 $865,647
Total Liabilities $1
Net Assets $865,646

Document Links

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

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

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

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

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

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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