Herman Wolf Trust Uw Fbo Grace W Aarons

  • Memphis, TN
  • EIN: 62-6036028

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
$87,423
Expenses
$55,410
Net Income
$32,013
Net Assets
$860,179
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,327
25.5%
Sales of Assets $65,096
74.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,882
84.6%
Compensation of Officers* $13,444
24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $860,179
Total Liabilities $0
Net Assets $860,179
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $13,444 $0

Document Links

990-PF
Filed on April 14, 2025

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,592
Expenses
$54,241
Net Income
-$18,649
Net Assets
$828,166
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,317
57.1%
Sales of Assets $15,275
42.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,300
85.4%
Compensation of Officers* $12,280
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $828,166
Total Liabilities $0
Net Assets $828,166
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $12,280 $0

Document Links

990-PF
Filed on April 15, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,373
Expenses
$53,384
Net Income
-$51,011
Net Assets
$846,815
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,311
> 100%
Sales of Assets -$16,938
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,015
82.4%
Compensation of Officers* $12,873
24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $846,815
Total Liabilities $0
Net Assets $846,815
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $12,873 $0

Document Links

990-PF
Filed on April 18, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,897
Expenses
$50,955
Net Income
$36,942
Net Assets
$897,826
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,011
26.2%
Sales of Assets $64,886
73.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,997
82.4%
Compensation of Officers* $14,002
27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $897,826
Total Liabilities $0
Net Assets $897,826
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $14,002 $0

Document Links

990-PF
Filed on April 6, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,606
Expenses
$50,364
Net Income
$3,242
Net Assets
$860,883
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,025
48.5%
Sales of Assets $27,581
51.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,742
82.9%
Compensation of Officers* $13,492
26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $860,884
Total Liabilities $1
Net Assets $860,883
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Department (Trustee) $13,492 $0

Document Links

990-PF
Filed on March 24, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,410
Expenses
$47,057
Net Income
-$647
Net Assets
$857,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,653
51.0%
Sales of Assets $22,757
49.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,006
82.9%
Compensation of Officers* $12,606
26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $857,642
Total Liabilities $0
Net Assets $857,642

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
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

990-PF

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

PDF

Fiscal Year Ending Dec.
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

990-PF

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

PDF

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

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,190
Expenses
$37,176
Net Income
$16,014
Net Assets
$838,458
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,026
43.3%
Sales of Assets $30,164
56.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,765
72.0%
Compensation of Officers* $8,026
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 $838,458
Total Liabilities $0
Net Assets $838,458

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,180
Expenses
$27,320
Net Income
$59,860
Net Assets
$822,444
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,913
27.4%
Sales of Assets $63,267
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,490
75.0%
Compensation of Officers* $12,180
44.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $822,444
Total Liabilities $0
Net Assets $822,444

Document Links

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.

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 »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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