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Nonprofit · EIN 27-1018187

MARY JANE BROOKS CHARITABLE TRUST

Tax-exempt · STEUBENVILLE, OH 43952

Financials

$637K$675K2023$923K$667K2024$1.3M$741K2025
Revenue Expenses · by fiscal year end
Financials of MARY JANE BROOKS CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,273,055$740,793$532,262$8,478,651$13,039$8,465,612
December 31, 2024990-PF$922,820$666,750$256,070$7,933,350$0$7,933,350
December 31, 2023990-PF$637,447$674,945-$37,498$7,677,280$0$7,677,280
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$319,399
Interest
$28
Net gain from sales of assets
$953,628

Expenses

Grants and similar amounts paid
$615,844
Compensation of officers, directors and key employees
$26,400
Disbursements for charitable purposes
$615,844
Excise tax on investment income
$15,962

Balance sheet and other

Total assets, start of year
$7,933,350
Total assets, end of year
$8,478,651
Total liabilities, end of year
$13,039
Net assets, end of year
$8,465,612
Fair market value of assets
$14,047,668
Qualifying distributions
$615,844
Net investment income
$1,273,055

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
R PETERSON CHALFANT
702 GRANARD PARKWAY, STEUBENVILLE, OH 43952
TRUSTEE0$8,800
DAVID E D'ANNIBALLE
2720 SUNSET BLVD, STEUBENVILLE, OH 43952
TRUSTEE0$8,800
JASON B CHALFANT
440 LOVEMAN AVENUE, WORTHINGTON, OH 43085
TRUSTEE0$8,800
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
R PETERSON CHALFANT
702 GRANARD PARKWAY, STEUBENVILLE, OH 43952
TRUSTEE0$8,200
DAVID E D'ANNIBALLE
2720 SUNSET BLVD, STEUBENVILLE, OH 43952
TRUSTEE0$8,200
JASON B CHALFANT
440 LOVEMAN AVENUE, WORTHINGTON, OH 43085
TRUSTEE0$8,200
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
R PETERSON CHALFANT
702 GRANARD PARKWAY, STEUBENVILLE, OH 43952
TRUSTEE2$7,600
DAVID E D'ANNIBALLE
2720 SUNSET BLVD, STEUBENVILLE, OH 43952
TRUSTEE2$7,600
JASON B CHALFANT
440 LOVEMAN AVENUE, WORTHINGTON, OH 43085
TRUSTEE2$7,600

Address and contacts

Address (IRS master file)
PO BOX 39, STEUBENVILLE, OH 43952-5039
In care of
% R PETERSON CHALFANT
Signed the 990-PF
R PETERSON CHALFANT, TRUSTEE
Phone
(740) 264-7173
Return prepared by
D'ANNIBALLE & COMPANY INC

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
27-1018187
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,478,651
Income (IRS master file)
$2,295,420

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,273,055$740,793$8,478,651IRS
990-PFDecember 2024$922,820$666,750$7,933,350IRS
990-PFDecember 2023$637,447$674,945$7,677,280XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 27-1018187).

Questions about MARY JANE BROOKS CHARITABLE TRUST

What is the EIN of MARY JANE BROOKS CHARITABLE TRUST?
The employer identification number (EIN) of MARY JANE BROOKS CHARITABLE TRUST is 27-1018187.
Is MARY JANE BROOKS CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to MARY JANE BROOKS CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY JANE BROOKS CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY JANE BROOKS CHARITABLE TRUST 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 MARY JANE BROOKS CHARITABLE TRUST 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 MARY JANE BROOKS CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $8,800 (R PETERSON CHALFANT, TRUSTEE).
How much revenue does MARY JANE BROOKS CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,273,055, expenses of $740,793 and total assets of $8,478,651 at year end.

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