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Nonprofit · EIN 20-6383730

MARLETTE FAMILY FOUNDATION U-D-T 12172004

Also known as MARLETTE JOSEPH C ET AL TTEE

Tax-exempt · MARYVILLE, TN 37803

Financials

−$797$8K2023$12K$9K2024$11K$7K2025
Revenue Expenses · by fiscal year end
Financials of MARLETTE FAMILY FOUNDATION U-D-T 12172004 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$10,593$7,165$3,428$199,007$0$199,007
December 31, 2024990-PF$11,790$9,215$2,575$175,863$0$175,863
December 31, 2023990-PF-$797$8,286-$9,083$167,271$0$167,271
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$20
Dividends
$6,476
Interest
$3
Net gain from sales of assets
$4,094

Expenses

Grants and similar amounts paid
$4,841
Disbursements for charitable purposes
$4,841
Excise tax on investment income
$123

Balance sheet and other

Total assets, start of year
$175,863
Total assets, end of year
$199,007
Total liabilities, end of year
$0
Net assets, end of year
$199,007
Fair market value of assets
$199,006
Qualifying distributions
$4,841
Net investment income
$8,860

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSEPH C MARLETTE
1923 CAMDEN DR, MARYVILLE, TN 37803
PRESIDENT0$0
LAUREL A MARLETTE
1923 CAMDEN DR, MARYVILLE, TN 37803
SECRETARY0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JOSEPH C MARLETTE
1923 CAMDEN DR, MARYVILLE, TN 37803
PRESIDENT2$0
LAUREL A MARLETTE
1923 CAMDEN DR, MARYVILLE, TN 37803
SECRETARY1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOSEPH C MARLETTE
1923 CAMDEN DR, MARYVILLE, TN 37803
PRESIDENT2$0
LAUREL A MARLETTE
1923 CAMDEN DR, MARYVILLE, TN 37803
SECRETARY1$0

Address and contacts

Address (IRS master file)
1943 CAMDEN DR, MARYVILLE, TN 37803-6468
In care of
% JOSEPH C MARLETTE
Signed the 990-PF
JOSEPH C MARLETTE, PRESIDENT
Phone
(423) 836-0465
Return prepared by
WARRENJACKSON CPAS PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-6383730
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$199,007
Income (IRS master file)
$20,838

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$10,593$7,165$199,007XML
990-PFDecember 2024$11,790$9,215$175,863XML
990-PFDecember 2023-$797$8,286$167,271XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6383730).

Questions about MARLETTE FAMILY FOUNDATION U-D-T 12172004

What is the EIN of MARLETTE FAMILY FOUNDATION U-D-T 12172004?
The employer identification number (EIN) of MARLETTE FAMILY FOUNDATION U-D-T 12172004 is 20-6383730.
Is MARLETTE FAMILY FOUNDATION U-D-T 12172004 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to MARLETTE FAMILY FOUNDATION U-D-T 12172004 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARLETTE FAMILY FOUNDATION U-D-T 12172004 file?
Form 990-PF. Private foundations file every year.
When is the next return of MARLETTE FAMILY FOUNDATION U-D-T 12172004 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARLETTE FAMILY FOUNDATION U-D-T 12172004 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MARLETTE FAMILY FOUNDATION U-D-T 12172004?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does MARLETTE FAMILY FOUNDATION U-D-T 12172004 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,593, expenses of $7,165 and total assets of $199,007 at year end.

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