Broda O Barnes Trust 971

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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,374
Expenses
$23,303
Net Income
-$1,929
Net Assets
$318,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,177
52.3%
Sales of Assets $10,174
47.6%
Other Income $23
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,698
75.9%
Compensation of Officers* $6,133
26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $318,650
Total Liabilities $0
Net Assets $318,650
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $6,133 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,338
Expenses
$18,215
Net Income
-$9,877
Net Assets
$320,483
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,159
> 100%
Sales of Assets -$1,863
Other Income $42
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,026
71.5%
Compensation of Officers* $5,637
30.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $320,483
Total Liabilities $0
Net Assets $320,483
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (1) $5,637 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,887
Expenses
$17,994
Net Income
-$1,107
Net Assets
$330,443
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,753
69.6%
Sales of Assets $5,134
30.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,361
68.7%
Compensation of Officers* $5,679
31.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $330,443
Total Liabilities $0
Net Assets $330,443
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (1) $5,679 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,181
Expenses
$18,616
Net Income
$13,565
Net Assets
$331,852
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,439
26.2%
Sales of Assets $23,547
73.2%
Other Income $195
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,898
69.3%
Compensation of Officers* $6,278
33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $331,852
Total Liabilities $0
Net Assets $331,852
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $6,278 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,742
Expenses
$19,265
Net Income
$4,477
Net Assets
$318,266
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,447
39.8%
Sales of Assets $14,295
60.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,463
69.9%
Compensation of Officers* $5,120
26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $318,267
Total Liabilities $1
Net Assets $318,266
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $5,120 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,736
Expenses
$20,374
Net Income
$20,362
Net Assets
$313,729
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,083
19.8%
Sales of Assets $32,653
80.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,425
75.7%
Compensation of Officers* $4,830
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $313,730
Total Liabilities $1
Net Assets $313,729
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $4,830 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,726
Expenses
$23,918
Net Income
-$3,192
Net Assets
$293,448
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,209
34.8%
Sales of Assets $13,517
65.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,150
80.1%
Compensation of Officers* $4,906
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $293,448
Total Liabilities $0
Net Assets $293,448
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $4,906 $0

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
$10,263
Expenses
$22,680
Net Income
-$12,417
Net Assets
$323,018
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,190
60.3%
Sales of Assets $4,073
39.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,474
81.5%
Compensation of Officers* $5,274
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $323,018
Total Liabilities $0
Net Assets $323,018

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,227
Expenses
$23,139
Net Income
-$3,912
Net Assets
$334,732
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,716
45.3%
Sales of Assets $10,511
54.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,668
80.7%
Compensation of Officers* $5,605
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $334,732
Total Liabilities $0
Net Assets $334,732

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,060
Expenses
$22,089
Net Income
$971
Net Assets
$339,535
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,794
33.8%
Sales of Assets $15,266
66.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,690
80.1%
Compensation of Officers* $5,312
24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $339,535
Total Liabilities $0
Net Assets $339,535

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,937
Expenses
$21,819
Net Income
$9,118
Net Assets
$338,197
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,912
28.8%
Sales of Assets $22,025
71.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,156
83.2%
Compensation of Officers* $4,603
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $338,197
Total Liabilities $0
Net Assets $338,197

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,733
Expenses
$21,058
Net Income
-$4,325
Net Assets
$329,748
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,084
54.3%
Sales of Assets $7,649
45.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,480
83.0%
Compensation of Officers* $3,489
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $329,748
Total Liabilities $0
Net Assets $329,748

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

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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.

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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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