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Lillian C Smith Tr

Wells Fargo Bank Na Tr Tax Dept

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 / Unknown (P00I) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$61.2k (2024)

Expenses
$47.5k (2024)

Total Assets
$555k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 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
$61,181
Expenses
$47,539
Net Income
$13,642
Net Assets
$555,372
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,764
32.3%
Sales of Assets $41,417
67.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,489
76.8%
Compensation of Officers* $11,939
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $555,372
Total Liabilities $0
Net Assets $555,372
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $11,939 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,553
Expenses
$44,353
Net Income
-$24,800
Net Assets
$541,797
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,110
92.6%
Sales of Assets $1,443
7.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,172
77.0%
Compensation of Officers* $11,064
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 $541,797
Total Liabilities $0
Net Assets $541,797
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $11,064 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,461
Expenses
$52,681
Net Income
-$32,220
Net Assets
$566,705
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,208
84.1%
Sales of Assets $2,755
13.5%
Other Income $498
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,923
79.6%
Compensation of Officers* $11,762
22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $566,705
Total Liabilities $0
Net Assets $566,705
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $11,762 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,867
Expenses
$47,654
Net Income
-$17,787
Net Assets
$598,973
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,892
86.7%
Sales of Assets $3,975
13.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,263
71.9%
Compensation of Officers* $12,892
27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $598,973
Total Liabilities $0
Net Assets $598,973
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $12,892 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,135
Expenses
$44,303
Net Income
$37,832
Net Assets
$615,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,746
19.2%
Sales of Assets $66,380
80.8%
Other Income $9
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,078
76.9%
Compensation of Officers* $11,135
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $615,001
Total Liabilities $1
Net Assets $615,000
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $11,135 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,045
Expenses
$41,813
Net Income
-$10,768
Net Assets
$576,913
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,256
58.8%
Sales of Assets $12,789
41.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,049
71.9%
Compensation of Officers* $11,028
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $576,914
Total Liabilities $1
Net Assets $576,913
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $11,028 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,599
Expenses
$32,997
Net Income
$19,602
Net Assets
$587,756
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,926
30.3%
Sales of Assets $36,673
69.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,292
67.6%
Compensation of Officers* $11,290
34.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $587,756
Total Liabilities $0
Net Assets $587,756
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $11,290 $0

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
$19,697
Expenses
$46,540
Net Income
-$26,843
Net Assets
$601,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,643
84.5%
Sales of Assets $3,054
15.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,556
80.7%
Compensation of Officers* $11,480
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 $601,979
Total Liabilities $0
Net Assets $601,979

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,017
Expenses
$49,006
Net Income
-$20,989
Net Assets
$627,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,072
64.5%
Sales of Assets $9,945
35.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,875
79.3%
Compensation of Officers* $11,954
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $627,972
Total Liabilities $0
Net Assets $627,972

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,964
Expenses
$43,527
Net Income
$20,437
Net Assets
$649,680
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,519
27.4%
Sales of Assets $46,445
72.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,393
79.0%
Compensation of Officers* $11,552
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $649,680
Total Liabilities $0
Net Assets $649,680

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,735
Expenses
$36,020
Net Income
-$11,285
Net Assets
$627,351
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,195
73.6%
Sales of Assets $6,540
26.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,487
76.3%
Compensation of Officers* $10,154
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $627,351
Total Liabilities $0
Net Assets $627,351

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,386
Expenses
$41,867
Net Income
$17,519
Net Assets
$640,945
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,687
31.5%
Sales of Assets $40,699
68.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,578
75.4%
Compensation of Officers* $9,160
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $640,945
Total Liabilities $0
Net Assets $640,945

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.

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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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