Betty Oakes Trust

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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,606
Expenses
$30,720
Net Income
-$10,114
Net Assets
$501,782
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,375
89.2%
Sales of Assets $2,231
10.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,094
78.4%
Compensation of Officers* $8,498
27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $501,782
Total Liabilities $0
Net Assets $501,782
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $8,498 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,728
Expenses
$23,440
Net Income
$29,288
Net Assets
$511,895
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,244
25.1%
Sales of Assets $39,484
74.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,131
98.7%
Compensation of Officers* $2,767
11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $511,895
Total Liabilities $0
Net Assets $511,895
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $2,767 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,203
Expenses
$26,814
Net Income
$4,389
Net Assets
$482,603
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,959
28.7%
Sales of Assets $22,244
71.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,539
95.2%
Compensation of Officers* $2,588
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $482,603
Total Liabilities $0
Net Assets $482,603
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $2,588 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,785
Expenses
$26,335
Net Income
$24,450
Net Assets
$478,216
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,403
26.4%
Sales of Assets $37,382
73.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,370
96.3%
Compensation of Officers* $3,068
11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $478,216
Total Liabilities $0
Net Assets $478,216
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $3,068 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,672
Expenses
$23,980
Net Income
$10,692
Net Assets
$453,765
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,263
23.8%
Sales of Assets $26,253
75.7%
Other Income $156
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,836
99.4%
Compensation of Officers* $2,843
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $453,766
Total Liabilities $1
Net Assets $453,765
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $2,843 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,772
Expenses
$25,094
Net Income
-$5,322
Net Assets
$443,074
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,359
52.4%
Sales of Assets $9,413
47.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,462
97.5%
Compensation of Officers* $2,666
10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $443,075
Total Liabilities $1
Net Assets $443,074
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $2,666 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,404
Expenses
$26,608
Net Income
$2,796
Net Assets
$448,396
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,303
31.6%
Sales of Assets $20,101
68.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,522
88.4%
Compensation of Officers* $3,058
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $448,396
Total Liabilities $0
Net Assets $448,396
Compensation
Key Employees and Officers Compensation Other
Jpmorgan Chase Bank Na (Trustee) $3,058 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,139
Expenses
$25,574
Net Income
$6,565
Net Assets
$445,602
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,406
29.3%
Sales of Assets $22,733
70.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,098
90.3%
Compensation of Officers* $3,775
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $445,602
Total Liabilities $0
Net Assets $445,602
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $3,775 $0

Document Links

Fiscal Year Ending June
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 June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,779
Expenses
$27,951
Net Income
-$4,172
Net Assets
$455,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,735
57.8%
Sales of Assets $10,044
42.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,565
91.5%
Compensation of Officers* $3,775
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $455,578
Total Liabilities $0
Net Assets $455,578

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,237
Expenses
$29,097
Net Income
$3,140
Net Assets
$459,750
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,968
27.8%
Sales of Assets $23,269
72.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,420
87.4%
Compensation of Officers* $3,775
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $459,750
Total Liabilities $0
Net Assets $459,750

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,039
Expenses
$27,528
Net Income
-$1,489
Net Assets
$456,610
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,153
39.0%
Sales of Assets $15,886
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,645
89.5%
Compensation of Officers* $3,775
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $456,610
Total Liabilities $0
Net Assets $456,610

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,842
Expenses
$26,794
Net Income
-$17,952
Net Assets
$458,100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,374
72.1%
Sales of Assets $2,342
26.5%
Other Income $126
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,450
87.5%
Compensation of Officers* $3,775
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $458,100
Total Liabilities $0
Net Assets $458,100

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,465
Expenses
$29,709
Net Income
-$8,244
Net Assets
$476,051
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,596
58.7%
Sales of Assets $8,869
41.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,825
90.3%
Compensation of Officers* $3,775
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $476,051
Total Liabilities $0
Net Assets $476,051

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

Fiscal Year Ending June
2006

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
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 June
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 June
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 June
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

About This Data

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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.

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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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