Walter C Jones Trust 120906

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
$235,191
Expenses
$144,976
Net Income
$90,215
Net Assets
$2,231,704
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $64,442
27.4%
Sales of Assets $170,749
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,207
82.2%
Compensation of Officers* $34,140
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 $2,231,704
Total Liabilities $0
Net Assets $2,231,704
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $34,140 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,651
Expenses
$127,171
Net Income
-$52,520
Net Assets
$2,143,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,954
76.3%
Sales of Assets $11,498
15.4%
Other Income $6,199
8.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,850
82.4%
Compensation of Officers* $30,455
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,143,764
Total Liabilities $0
Net Assets $2,143,764
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $30,455 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$56,408
Expenses
$168,358
Net Income
-$224,766
Net Assets
$2,201,563
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,606
Sales of Assets -$102,014
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $144,116
85.6%
Compensation of Officers* $31,419
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,201,563
Total Liabilities $0
Net Assets $2,201,563
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $31,419 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$519,831
Expenses
$186,222
Net Income
$333,609
Net Assets
$2,421,860
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,616
9.4%
Sales of Assets $471,215
90.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $148,997
80.0%
Compensation of Officers* $34,770
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,421,860
Total Liabilities $0
Net Assets $2,421,860
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $34,770 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$185,677
Expenses
$120,950
Net Income
$64,727
Net Assets
$2,081,625
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,752
21.4%
Sales of Assets $145,925
78.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,090
80.3%
Compensation of Officers* $29,791
24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,081,626
Total Liabilities $1
Net Assets $2,081,625
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $29,791 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$136,122
Expenses
$120,756
Net Income
$15,366
Net Assets
$2,016,864
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,880
38.8%
Sales of Assets $82,352
60.5%
Other Income $890
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,806
83.5%
Compensation of Officers* $29,124
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 $2,016,865
Total Liabilities $1
Net Assets $2,016,864
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $29,124 $0

Document Links

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

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

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
$82,772
Expenses
$130,667
Net Income
-$47,895
Net Assets
$2,034,360
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $50,097
60.5%
Sales of Assets $32,395
39.1%
Other Income $280
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $111,527
85.4%
Compensation of Officers* $28,610
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,034,360
Total Liabilities $0
Net Assets $2,034,360

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,956
Expenses
$132,612
Net Income
-$76,656
Net Assets
$2,092,324
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,744
81.7%
Sales of Assets $9,900
17.7%
Other Income $312
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,884
85.1%
Compensation of Officers* $30,221
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,092,324
Total Liabilities $0
Net Assets $2,092,324

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,854
Expenses
$134,892
Net Income
-$19,038
Net Assets
$2,119,451
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,065
44.1%
Sales of Assets $65,146
56.2%
Other Income -$357
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,325
84.0%
Compensation of Officers* $29,473
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,119,451
Total Liabilities $0
Net Assets $2,119,451

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$225,602
Expenses
$117,502
Net Income
$108,100
Net Assets
$2,141,261
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $50,644
22.4%
Sales of Assets $174,918
77.5%
Other Income $40
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,335
85.4%
Compensation of Officers* $22,620
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,141,261
Total Liabilities $0
Net Assets $2,141,261

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$198,086
Expenses
$116,680
Net Income
$81,406
Net Assets
$2,030,685
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $83,495
42.2%
Sales of Assets $114,591
57.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $102,683
88.0%
Compensation of Officers* $20,474
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,030,685
Total Liabilities $0
Net Assets $2,030,685

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.
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 »

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