Oramel Aseager Tua Wells Fargo Bank Ifs Fiduciary Tax Serv

  • Charlotte, NC
  • EIN: 81-6050865

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$236
Expenses
$20,997
Net Income
-$20,761
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $152
64.4%
Dividends $0
Sales of Assets $84
35.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,277
96.6%
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 $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Ifs Fiduciary Tax Services (See Stmt 6) $0 $0

Document Links

990-PF
Filed on Feb. 20, 2019

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

View Filing
PDF XML

Fiscal Year Ending Jan.
2019

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 May
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$762,597
Expenses
$3,410,253
Net Income
-$2,647,656
Net Assets
$20,761
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,820
3.5%
Sales of Assets $735,000
96.4%
Other Income $777
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,391,601
99.5%
Compensation of Officers* $9,023
0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,761
Total Liabilities $0
Net Assets $20,761
Compensation
Key Employees and Officers Compensation Other
Ifs Fiduciary Tax Services (See Stmt 6) $9,023 $0

Document Links

990-PF
Filed on Sept. 26, 2018

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

View Filing
XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$261,152
Expenses
$212,241
Net Income
$48,911
Net Assets
$2,668,417
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $477
0.2%
Dividends $76,025
29.1%
Sales of Assets $185,680
71.1%
Other Income -$1,030
Notable Expenses Percent of Total Expenses
Charitable Disbursements $183,489
86.5%
Compensation of Officers* $33,058
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 $2,668,417
Total Liabilities $0
Net Assets $2,668,417
Compensation
Key Employees and Officers Compensation Other
Wellsfargo Private Client Serv (Comm Trustee) $33,058 $0

Document Links

990-PF
Filed on Oct. 13, 2017

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

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,547
Expenses
$215,206
Net Income
-$157,659
Net Assets
$2,619,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $134
0.2%
Dividends $76,285
> 100%
Sales of Assets $4,607
8.0%
Other Income -$23,479
Notable Expenses Percent of Total Expenses
Charitable Disbursements $183,368
85.2%
Compensation of Officers* $32,930
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,619,506
Total Liabilities $0
Net Assets $2,619,506
Compensation
Key Employees and Officers Compensation Other
Wellsfargo Private Client Serv (Comm Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 8, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,650
Expenses
$224,905
Net Income
-$109,255
Net Assets
$2,804,014
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $26
0.0%
Dividends $85,697
74.1%
Sales of Assets $31,625
27.3%
Other Income -$1,698
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,916
84.0%
Compensation of Officers* $34,924
15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,804,014
Total Liabilities $0
Net Assets $2,804,014
Compensation
Key Employees and Officers Compensation Other
Wellsfargo Private Client Serv (Comm Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 2, 2015

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

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$250,683
Expenses
$208,169
Net Income
$42,514
Net Assets
$2,913,269
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.0%
Dividends $82,818
33.0%
Sales of Assets $171,541
68.4%
Other Income -$3,691
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,329
86.6%
Compensation of Officers* $33,489
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,913,269
Total Liabilities $0
Net Assets $2,913,269

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$83,044
Expenses
$199,576
Net Income
-$116,532
Net Assets
$2,870,755
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $83,358
> 100%
Sales of Assets $0
Other Income $35
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $177,211
88.8%
Compensation of Officers* $28,119
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 $2,870,755
Total Liabilities $0
Net Assets $2,870,755

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,662
Expenses
$201,850
Net Income
-$115,188
Net Assets
$2,987,287
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $30
0.0%
Dividends $72,220
83.3%
Sales of Assets $11,279
13.0%
Other Income $3,133
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $184,051
91.2%
Compensation of Officers* $26,328
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 $2,987,287
Total Liabilities $0
Net Assets $2,987,287

Document Links

990-PF

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

PDF

Fiscal Year Ending May
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

990-PF

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

PDF

Fiscal Year Ending May
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

990-PF

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

PDF

Fiscal Year Ending May
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

990-PF

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

PDF

Fiscal Year Ending May
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

990-PF

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

PDF

Fiscal Year Ending May
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

990-PF

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

PDF

Fiscal Year Ending May
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

990-PF

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

PDF

Fiscal Year Ending May
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

990-PF

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

PDF

Fiscal Year Ending May
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

990-PF

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

PDF

Fiscal Year Ending May
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

990-PF

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

PDF

Fiscal Year Ending May
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

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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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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Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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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