Hartzell Theodore N Trust Fbo Thomas Hartzell

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 March
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,321
Expenses
$24,357
Net Income
-$18,036
Net Assets
$131,791
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,224
82.6%
Sales of Assets $1,097
17.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,058
90.6%
Compensation of Officers* $2,869
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 $131,791
Total Liabilities $0
Net Assets $131,791
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,869 $0

Document Links

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,536
Expenses
$3,782
Net Income
$3,754
Net Assets
$149,825
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,625
61.4%
Sales of Assets $2,601
34.5%
Other Income $310
4.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,742
46.1%
Compensation of Officers* $2,649
70.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $149,825
Total Liabilities $0
Net Assets $149,825
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,649 $0

Document Links

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,348
Expenses
$18,335
Net Income
-$14,987
Net Assets
$146,077
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,552
> 100%
Sales of Assets -$1,204
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,727
85.8%
Compensation of Officers* $2,731
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $146,077
Total Liabilities $0
Net Assets $146,077
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,731 $0

Document Links

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,527
Expenses
$10,593
Net Income
$18,934
Net Assets
$160,327
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,475
15.2%
Sales of Assets $25,052
84.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,819
73.8%
Compensation of Officers* $3,170
29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $160,327
Total Liabilities $0
Net Assets $160,327
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,170 $0

Document Links

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,063
Expenses
$9,974
Net Income
$8,089
Net Assets
$142,016
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,989
22.1%
Sales of Assets $14,074
77.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,717
77.4%
Compensation of Officers* $2,805
28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,017
Total Liabilities $1
Net Assets $142,016
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,805 $0

Document Links

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,085
Expenses
$10,858
Net Income
$227
Net Assets
$134,017
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,313
38.9%
Sales of Assets $6,703
60.5%
Other Income $69
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,690
80.0%
Compensation of Officers* $2,776
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 $134,018
Total Liabilities $1
Net Assets $134,017
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,776 $0

Document Links

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,643
Expenses
$12,125
Net Income
-$3,482
Net Assets
$133,714
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,958
45.8%
Sales of Assets $4,685
54.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,665
79.7%
Compensation of Officers* $2,805
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 $133,714
Total Liabilities $0
Net Assets $133,714
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $2,805 $0

Document Links

Fiscal Year Ending March
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 March
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 March
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,203
Expenses
$11,968
Net Income
-$10,765
Net Assets
$131,709
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,797
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,781
81.7%
Compensation of Officers* $2,734
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $131,709
Total Liabilities $0
Net Assets $131,709

Document Links

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,552
Expenses
$11,648
Net Income
-$5,096
Net Assets
$142,510
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,003
61.1%
Sales of Assets $2,549
38.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,272
79.6%
Compensation of Officers* $2,862
24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,510
Total Liabilities $0
Net Assets $142,510

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,585
Expenses
$8,907
Net Income
-$1,322
Net Assets
$147,656
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,998
52.7%
Sales of Assets $3,587
47.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,745
75.7%
Compensation of Officers* $2,736
30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $147,656
Total Liabilities $0
Net Assets $147,656

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,254
Expenses
$16,504
Net Income
-$8,250
Net Assets
$144,006
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,233
51.3%
Sales of Assets $4,021
48.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,688
89.0%
Compensation of Officers* $2,294
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $144,006
Total Liabilities $0
Net Assets $144,006

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,971
Expenses
$10,043
Net Income
$5,928
Net Assets
$152,455
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,926
30.8%
Sales of Assets $11,045
69.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,503
74.7%
Compensation of Officers* $2,500
24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $152,455
Total Liabilities $0
Net Assets $152,455

Document Links

Fiscal Year Ending March
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 March
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 March
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 March
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 March
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 March
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 March
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 March
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 March
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 March
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

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.

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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 »

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