Nonprofit · EIN 23-7208414
LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT
Tax-exempt · GREENWOOD, MS 38935
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $51,510 | $43,750 | $7,760 | $118,775 | $0 | $118,775 |
| December 31, 2023 | 990-PF | $42,537 | $39,009 | $3,528 | $111,015 | $0 | $111,015 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $41,436
- Dividends
- $9,594
- Interest
- $51
- Net gain from sales of assets
- $429
Expenses
- Grants and similar amounts paid
- $42,936
- Compensation of officers, directors and key employees
- $100
- Disbursements for charitable purposes
- $42,936
- Excise tax on investment income
- $134
Balance sheet and other
- Total assets, start of year
- $111,015
- Total assets, end of year
- $118,775
- Total liabilities, end of year
- $0
- Net assets, end of year
- $118,775
- Fair market value of assets
- $155,316
- Qualifying distributions
- $42,936
- Net investment income
- $9,645
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF WARREN JEFF WARREN PO BOX 937, GREENWOOD, MS 38930 | TRUSTEE | 1 | $100 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF WARREN JEFF WARREN PO BOX 937, GREENWOOD, MS 38930 | TRUSTEE | 1 | $100 |
Address and contacts
- Address (IRS master file)
- PO BOX 937, GREENWOOD, MS 38935-0937
- In care of
- % DR H A NELSON & MARSHALL LEVITT T
- Signed the 990-PF
- JEFF WARREN, TRUSTEE
- Phone
- (662) 453-3235
- Return prepared by
- BFMW GROUP PLLC CPAS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7208414
- 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
- 1972
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $118,775
- Income (IRS master file)
- $52,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $51,510 | $43,750 | $118,775 | XML |
| 990-PF | December 2023 | $42,537 | $39,009 | $111,015 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 23-7208414).
Questions about LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT
- What is the EIN of LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT?
- The employer identification number (EIN) of LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT is 23-7208414.
- Is LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $100 (JEFF WARREN JEFF WARREN, TRUSTEE).
- How much revenue does LOUISE W THALHEIMER CHARITABLE TR DR H A NELSON & MARSHALL LEVITT have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $51,510, expenses of $43,750 and total assets of $118,775 at year end.
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