Trust Dept
- Palm Beach, FL
- Tax-exempt since Nov. 1986
- EIN: 59-2707197
Receive an email when new data is available for this organization.
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.
Summary charts: organization finances over time
Revenue
$2.64M (2022)
Expenses
$3.21M (2022)
Total Assets
$32.3M (2022)
Total Liabilities
$0 (2022)
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.
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$2,640,783
Expenses
$3,214,743
Net Income
-$573,960
Net Assets
$32,277,376
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $243 | 0.0% |
| Dividends | $1,602,520 | 60.7% |
| Sales of Assets | $307,815 | 11.7% |
| Other Income | $730,205 | 27.7% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $2,491,120 | 77.5% |
| Compensation of Officers* | $595,000 | 18.5% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $32,277,376 | |
| Total Liabilities | $0 | |
| Net Assets | $32,277,376 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on Nov. 15, 2023Primary tax return for a private foundation's activities, finances, and governance
View Filing
XML
Fiscal Year Ending Dec.
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$5,658,893
Expenses
$4,108,183
Net Income
$1,550,710
Net Assets
$32,808,729
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $71 | 0.0% |
| Dividends | $1,436,698 | 25.4% |
| Sales of Assets | $3,038,473 | 53.7% |
| Other Income | $1,183,651 | 20.9% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $3,477,560 | 84.6% |
| Compensation of Officers* | $595,000 | 14.5% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $32,808,901 | |
| Total Liabilities | $172 | |
| Net Assets | $32,808,729 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on Nov. 10, 2022Primary 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
$3,470,272
Expenses
$3,059,689
Net Income
$410,583
Net Assets
$31,258,019
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $218 | 0.0% |
| Dividends | $1,355,190 | 39.1% |
| Sales of Assets | $2,014,735 | 58.1% |
| Other Income | $100,129 | 2.9% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $2,493,220 | 81.5% |
| Compensation of Officers* | $595,000 | 19.4% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $31,258,964 | |
| Total Liabilities | $945 | |
| Net Assets | $31,258,019 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on Nov. 10, 2021Primary tax return for a private foundation's activities, finances, and governance
View Filing
XML
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending Dec.
2019
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$3,978,347
Expenses
$3,400,948
Net Income
$577,399
Net Assets
$29,906,015
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $1,498,882 | 37.7% |
| Sales of Assets | $2,217,038 | 55.7% |
| Other Income | $262,427 | 6.6% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $2,841,503 | 83.6% |
| Compensation of Officers* | $595,000 | 17.5% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $30,084,372 | |
| Total Liabilities | $178,357 | |
| Net Assets | $29,906,015 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on Nov. 13, 2020Primary tax return for a private foundation's activities, finances, and governance
View Filing
PDF XML
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending Dec.
2018
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$3,768,727
Expenses
$3,108,504
Net Income
$660,223
Net Assets
$29,328,616
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $55 | 0.0% |
| Dividends | $1,433,416 | 38.0% |
| Sales of Assets | $2,224,515 | 59.0% |
| Other Income | $110,741 | 2.9% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $2,341,217 | 75.3% |
| Compensation of Officers* | $595,000 | 19.1% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $29,328,616 | |
| Total Liabilities | $0 | |
| Net Assets | $29,328,616 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on Nov. 14, 2019Primary tax return for a private foundation's activities, finances, and governance
View Filing
PDF XML
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending Dec.
2017
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$7,441,345
Expenses
$3,731,885
Net Income
$3,709,460
Net Assets
$28,668,393
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $143 | 0.0% |
| Dividends | $1,350,010 | 18.1% |
| Sales of Assets | $6,082,322 | 81.7% |
| Other Income | $8,870 | 0.1% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $3,066,511 | 82.2% |
| Compensation of Officers* | $595,000 | 15.9% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $28,668,393 | |
| Total Liabilities | $0 | |
| Net Assets | $28,668,393 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on Nov. 13, 2018Primary tax return for a private foundation's activities, finances, and governance
View Filing
PDF XML
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending Dec.
2016
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$5,986,703
Expenses
$3,359,999
Net Income
$2,626,704
Net Assets
$24,958,933
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $347 | 0.0% |
| Dividends | $1,373,225 | 22.9% |
| Sales of Assets | $4,279,157 | 71.5% |
| Other Income | $333,974 | 5.6% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $2,736,716 | 81.4% |
| Compensation of Officers* | $595,000 | 17.7% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $24,960,438 | |
| Total Liabilities | $1,505 | |
| Net Assets | $24,958,933 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on Nov. 8, 2017Primary tax return for a private foundation's activities, finances, and governance
View Filing
PDF XML
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending Dec.
2015
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$2,414,501
Expenses
$4,143,166
Net Income
-$1,728,665
Net Assets
$22,332,229
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $87 | 0.0% |
| Dividends | $1,505,873 | 62.4% |
| Sales of Assets | $722,261 | 29.9% |
| Other Income | $186,280 | 7.7% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $3,483,545 | 84.1% |
| Compensation of Officers* | $595,000 | 14.4% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $26,717,772 | |
| Total Liabilities | $4,385,543 | |
| Net Assets | $22,332,229 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on May 24, 2016Primary tax return for a private foundation's activities, finances, and governance
View Filing
PDF XML
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending Dec.
2014
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$1,763,392
Expenses
$3,795,352
Net Income
-$2,031,960
Net Assets
$24,060,894
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $98 | 0.0% |
| Dividends | $1,422,018 | 80.6% |
| Sales of Assets | $176,185 | 10.0% |
| Other Income | $165,091 | 9.4% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $3,162,687 | 83.3% |
| Compensation of Officers* | $595,000 | 15.7% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $28,230,967 | |
| Total Liabilities | $4,170,073 | |
| Net Assets | $24,060,894 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on Nov. 13, 2015Primary tax return for a private foundation's activities, finances, and governance
View Filing
PDF XML
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending Dec.
2013
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$2,188,021
Expenses
$3,559,131
Net Income
-$1,371,110
Net Assets
$26,092,854
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $73 | 0.0% |
| Dividends | $1,317,951 | 60.2% |
| Sales of Assets | $573,409 | 26.2% |
| Other Income | $296,588 | 13.6% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $2,945,312 | 82.8% |
| Compensation of Officers* | $595,000 | 16.7% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $26,263,011 | |
| Total Liabilities | $170,157 | |
| Net Assets | $26,092,854 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Lesly Stockard Smith (President) | $210,000 | $0 |
| Danielle Hickox Moore (V. Pres/Secretary) | $195,000 | $0 |
| Susan Stockard Channing (Director) | $180,000 | $0 |
| Carol Mccracken (Officer) | $10,000 | $0 |
Document Links
990-PF
Filed on Nov. 6, 2014Primary tax return for a private foundation's activities, finances, and governance
View Filing
PDF XML
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending Dec.
2012
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$1,934,659
Expenses
$3,818,181
Net Income
-$1,883,522
Net Assets
$27,463,964
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $313 | 0.0% |
| Dividends | $1,356,058 | 70.1% |
| Sales of Assets | $383,416 | 19.8% |
| Other Income | $194,872 | 10.1% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $3,138,699 | 82.2% |
| Compensation of Officers* | $595,000 | 15.6% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $27,690,826 | |
| Total Liabilities | $226,862 | |
| Net Assets | $27,463,964 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
Fiscal Year Ending Dec.
2011
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$2,273,516
Expenses
$2,960,899
Net Income
-$687,383
Net Assets
$29,347,486
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $769 | 0.0% |
| Dividends | $1,248,259 | 54.9% |
| Sales of Assets | $918,020 | 40.4% |
| Other Income | $106,468 | 4.7% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $2,303,640 | 77.8% |
| Compensation of Officers* | $632,500 | 21.4% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $29,420,023 | |
| Total Liabilities | $72,537 | |
| Net Assets | $29,347,486 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
PDF (2 of 2)
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
PDF (2 of 2)
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
PDF (2 of 2)
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
PDF (2 of 2)
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
PDF (2 of 2)
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
About 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.
API
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Byline
By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.
E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.
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