William B Oconnor Tr Uw

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
$7,636
Expenses
$11,063
Net Income
-$3,427
Net Assets
$150,976
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,355
70.1%
Sales of Assets $2,281
29.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,285
74.9%
Compensation of Officers* $3,004
27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $150,976
Total Liabilities $0
Net Assets $150,976
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,004 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,232
Expenses
$11,026
Net Income
-$6,794
Net Assets
$154,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,884
> 100%
Sales of Assets -$652
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,391
76.1%
Compensation of Officers* $2,788
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $154,348
Total Liabilities $0
Net Assets $154,348
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,788 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,643
Expenses
$16,592
Net Income
-$12,949
Net Assets
$161,162
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,142
> 100%
Sales of Assets -$1,710
Other Income $211
5.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,322
56.2%
Compensation of Officers* $3,030
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 $161,162
Total Liabilities $0
Net Assets $161,162
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,030 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,306
Expenses
$17,199
Net Income
$22,107
Net Assets
$174,153
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,919
12.5%
Sales of Assets $34,387
87.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,728
79.8%
Compensation of Officers* $3,441
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $174,153
Total Liabilities $0
Net Assets $174,153
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,441 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,878
Expenses
$12,037
Net Income
$5,841
Net Assets
$152,113
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,928
22.0%
Sales of Assets $13,950
78.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,252
76.9%
Compensation of Officers* $2,974
24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $152,114
Total Liabilities $1
Net Assets $152,113
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,974 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,434
Expenses
$10,635
Net Income
-$3,201
Net Assets
$146,194
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,620
62.1%
Sales of Assets $2,814
37.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,734
72.7%
Compensation of Officers* $2,930
27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $146,195
Total Liabilities $1
Net Assets $146,194
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,930 $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
$4,199
Expenses
$13,120
Net Income
-$8,921
Net Assets
$155,550
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,244
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,775
82.1%
Compensation of Officers* $3,029
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $155,550
Total Liabilities $0
Net Assets $155,550

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,812
Expenses
$12,198
Net Income
-$5,386
Net Assets
$163,974
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,780
70.2%
Sales of Assets $2,032
29.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,318
76.4%
Compensation of Officers* $3,162
25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $163,974
Total Liabilities $0
Net Assets $163,974

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,446
Expenses
$10,748
Net Income
$3,698
Net Assets
$168,641
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,777
33.1%
Sales of Assets $9,669
66.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,315
77.4%
Compensation of Officers* $3,117
29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $168,641
Total Liabilities $0
Net Assets $168,641

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,556
Expenses
$11,711
Net Income
-$5,155
Net Assets
$165,520
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,102
77.8%
Sales of Assets $1,454
22.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,299
79.4%
Compensation of Officers* $2,965
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $165,520
Total Liabilities $0
Net Assets $165,520

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,273
Expenses
$11,517
Net Income
$3,756
Net Assets
$171,173
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,209
34.1%
Sales of Assets $10,064
65.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,427
73.2%
Compensation of Officers* $3,000
26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $171,173
Total Liabilities $0
Net Assets $171,173

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.
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 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.
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

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 »

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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