Lillian J Wallace Tr Uw No 2 3401092900

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.

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,898
Expenses
$108,716
Net Income
-$4,818
Net Assets
$1,311,273
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,317
60.9%
Sales of Assets $40,581
39.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,543
83.3%
Compensation of Officers* $26,906
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 $1,311,273
Total Liabilities $0
Net Assets $1,311,273
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $26,906 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,254
Expenses
$107,636
Net Income
-$16,382
Net Assets
$1,318,149
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,846
51.3%
Sales of Assets $43,918
48.1%
Other Income $490
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $91,536
85.0%
Compensation of Officers* $24,871
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 $1,318,149
Total Liabilities $0
Net Assets $1,318,149
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $24,871 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,375
Expenses
$117,635
Net Income
-$69,260
Net Assets
$1,334,471
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,804
94.7%
Sales of Assets $2,570
5.3%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $99,554
84.6%
Compensation of Officers* $25,489
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,334,471
Total Liabilities $0
Net Assets $1,334,471
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $25,489 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,122
Expenses
$103,753
Net Income
$12,369
Net Assets
$1,403,710
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $60,742
52.3%
Sales of Assets $55,380
47.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,293
83.2%
Compensation of Officers* $26,806
25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,403,710
Total Liabilities $0
Net Assets $1,403,710
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $26,806 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,880
Expenses
$100,826
Net Income
-$15,946
Net Assets
$1,391,356
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,011
44.8%
Sales of Assets $46,869
55.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,892
83.2%
Compensation of Officers* $24,410
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,391,357
Total Liabilities $1
Net Assets $1,391,356
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase (Trustee) $24,410 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,259
Expenses
$103,326
Net Income
$11,933
Net Assets
$1,407,592
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,565
36.9%
Sales of Assets $72,660
63.0%
Other Income $34
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,417
84.6%
Compensation of Officers* $24,315
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,407,593
Total Liabilities $1
Net Assets $1,407,592
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase (Trustee) $24,315 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,139
Expenses
$99,520
Net Income
$3,619
Net Assets
$1,395,606
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,904
37.7%
Sales of Assets $64,235
62.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,566
84.0%
Compensation of Officers* $19,129
19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,395,606
Total Liabilities $0
Net Assets $1,395,606
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $19,129 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,149
Expenses
$87,857
Net Income
$18,292
Net Assets
$1,391,927
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,705
31.8%
Sales of Assets $69,176
65.2%
Other Income $3,268
3.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,159
87.8%
Compensation of Officers* $16,031
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,391,927
Total Liabilities $0
Net Assets $1,391,927
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $16,031 $0

Document Links

Fiscal Year Ending Dec.
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 Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,201
Expenses
$101,660
Net Income
-$65,459
Net Assets
$1,437,250
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,676
93.0%
Sales of Assets $3,102
8.6%
Other Income -$577
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,551
87.1%
Compensation of Officers* $15,844
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,437,250
Total Liabilities $0
Net Assets $1,437,250

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$131,787
Expenses
$88,337
Net Income
$43,450
Net Assets
$1,502,710
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,098
32.7%
Sales of Assets $88,252
67.0%
Other Income $437
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $79,483
90.0%
Compensation of Officers* $8,411
9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,502,710
Total Liabilities $0
Net Assets $1,502,710

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,429
Expenses
$71,280
Net Income
$32,149
Net Assets
$1,459,986
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,274
27.3%
Sales of Assets $76,132
73.6%
Other Income -$977
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,689
92.2%
Compensation of Officers* $6,357
8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,459,986
Total Liabilities $0
Net Assets $1,459,986

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,599
Expenses
$86,661
Net Income
-$35,062
Net Assets
$1,430,184
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,764
57.7%
Sales of Assets $23,410
45.4%
Other Income -$1,575
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,969
91.1%
Compensation of Officers* $5,773
6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,430,184
Total Liabilities $0
Net Assets $1,430,184

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,539
Expenses
$85,585
Net Income
$54,954
Net Assets
$1,465,130
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,017
22.1%
Sales of Assets $109,522
77.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $79,507
92.9%
Compensation of Officers* $6,274
7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,465,131
Total Liabilities $1
Net Assets $1,465,130

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

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.

API

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

See an issue with the data?

Contact Us