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Arthur J And Esther A@Ohlsson Charitable Trust Created Uta

H John Feldman Ttee
  • Eustis, FL
  • Tax-exempt since Oct. 2016
  • EIN: 81-6709847

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.

Category: Human Services — Multipurpose and Other / Human Service Organizations - Multipurpose (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$478k (2024)

Expenses
$437k (2024)

Total Assets
$7.12M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2017 to 2024

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
$478,040
Expenses
$436,833
Net Income
$41,207
Net Assets
$7,115,527
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $238,878
50.0%
Interest Revenue $238,878
50.0%
Dividends $284
0.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $408,050
93.4%
Compensation of Officers* $104,067
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,115,527
Total Liabilities $0
Net Assets $7,115,527
Compensation
Key Employees and Officers Compensation Other
United Southern Bank Trust Dep (Co Trustee) $72,748 $0
H John Feldman (Co Trustee) $31,319 $0

Document Links

990-PF
Filed on July 7, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$305,783
Expenses
$328,210
Net Income
-$22,427
Net Assets
$7,076,043
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $207,355
67.8%
Sales of Assets $98,428
32.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $290,526
88.5%
Compensation of Officers* $84,035
25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,076,043
Total Liabilities $0
Net Assets $7,076,043
Compensation
Key Employees and Officers Compensation Other
United Southern Bank Trust Dep (Co Trustee) $67,100 $0
H John Feldman (Co Trustee) $16,935 $0

Document Links

990-PF
Filed on July 12, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$185,361
Expenses
$381,239
Net Income
-$195,878
Net Assets
$7,113,336
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $206,207
> 100%
Sales of Assets -$20,846
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $359,054
94.2%
Compensation of Officers* $69,415
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 $7,113,336
Total Liabilities $0
Net Assets $7,113,336
Compensation
Key Employees and Officers Compensation Other
United Southern Bank Trust Dep (Co Trustee) $69,415 $0
H John Feldman (Co Trustee) $8,522 $0

Document Links

990-PF
Filed on Sept. 6, 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
$367,659
Expenses
$511,254
Net Income
-$143,595
Net Assets
$7,344,538
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $170,450
46.4%
Sales of Assets $184,947
50.3%
Other Income $12,262
3.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $511,154
100.0%
Compensation of Officers* $93,702
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,344,538
Total Liabilities $0
Net Assets $7,344,538
Compensation
Key Employees and Officers Compensation Other
H John Feldman (Co Trustee) $37,775 $0
United Southern Bank Trust Department (Co Trustee) $37,665 $0
Stephen G Sewell (Co Trustee) $18,262 $0

Document Links

990-PF
Filed on May 10, 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
$179,101
Expenses
$552,251
Net Income
-$373,150
Net Assets
$7,394,046
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $176,098
98.3%
Sales of Assets $0
Other Income $7,100
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $449,030
81.3%
Compensation of Officers* $103,221
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 $7,394,047
Total Liabilities $1
Net Assets $7,394,046
Compensation
Key Employees and Officers Compensation Other
United Southern Bank Trust Department (Co Trustee) $34,407 $0
H John Feldman (Co Trustee) $34,407 $0
Stephen G Sewell (Co Trustee) $34,407 $0

Document Links

990-PF
Filed on May 7, 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
$309,965
Expenses
$471,514
Net Income
-$161,549
Net Assets
$7,733,721
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $187,895
60.6%
Sales of Assets $0
Other Income $152,884
49.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $471,514
100%
Compensation of Officers* $102,402
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 $7,733,722
Total Liabilities $1
Net Assets $7,733,721
Compensation
Key Employees and Officers Compensation Other
United Southern Bank Trust Department (Co Trustee) $34,134 $0
H John Feldman (Co Trustee) $34,134 $0
Stephen G Sewell (Co Trustee) $34,134 $0

Document Links

990-PF
Filed on May 4, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$245,737
Expenses
$457,086
Net Income
-$211,349
Net Assets
$8,041,586
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $63,035
25.7%
Dividends $112,192
45.7%
Sales of Assets $68,495
27.9%
Other Income $2,015
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $457,086
100%
Compensation of Officers* $103,198
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 $8,041,586
Total Liabilities $0
Net Assets $8,041,586
Compensation
Key Employees and Officers Compensation Other
United Southern Bank Trust Department (Co Trustee) $34,400 $0
H John Feldman (Co Trustee) $34,399 $0
Stephen G Sewell (Co Trustee) $34,399 $0

Document Links

990-PF
Filed on May 10, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$381,476
Expenses
$464,642
Net Income
-$83,166
Net Assets
$8,252,935
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,513
0.9%
Dividends $205,775
53.9%
Sales of Assets $169,110
44.3%
Other Income $3,078
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $464,621
100.0%
Compensation of Officers* $138,152
29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,252,935
Total Liabilities $0
Net Assets $8,252,935
Compensation
Key Employees and Officers Compensation Other
United Southern Bank Trust Department (Co Trustee) $69,076 $0
H John Feldman (Co Trustee) $34,538 $0
Stephen G Sewell (Co Trustee) $34,538 $0

Document Links

990-PF
Filed on May 6, 2018

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

View Filing
PDF XML

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

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.

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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.

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