Nonprofit · EIN 61-6553802
DONALD MORRIS CHARITABLE TRUST
Also known as MARILYN R MCNABB TTEE
Tax-exempt · LOWELL, OH 45744
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,455,295 | $671,938 | $783,357 | $14,448,592 | $0 | $14,448,592 |
| December 31, 2023 | 990-PF | $2,491,453 | $790,405 | $1,701,048 | $13,396,257 | $0 | $13,396,257 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $328,261
- Net gain from sales of assets
- $306,619
- Other income
- $820,415
Expenses
- Grants and similar amounts paid
- $400,076
- Compensation of officers, directors and key employees
- $202,327
- Disbursements for charitable purposes
- $513,543
- Excise tax on investment income
- $18,364
Balance sheet and other
- Total assets, start of year
- $13,396,257
- Total assets, end of year
- $14,448,592
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,448,592
- Fair market value of assets
- $14,426,306
- Qualifying distributions
- $513,543
- Net investment income
- $1,455,295
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 |
|---|---|---|---|
| MARILYN MCNABB 278 GREENLAWN LANE, LOWELL, OH 45744 | TRUSTEE | 30 | $202,327 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARILYN MCNABB 278 GREENLAWN LANE, LOWELL, OH 45744 | TRUSTEE | 30 | $226,907 |
Address and contacts
- Address (IRS master file)
- 278 GREENLAWN LN, LOWELL, OH 45744-7452
- In care of
- % JAMES F CONTINI II ESQ
- Signed the 990-PF
- MARILYN MCNABB, TRUSTEE
- Phone
- (740) 896-3371
- Return prepared by
- REA & ASSOCIATES 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 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
- 61-6553802
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,448,592
- Income (IRS master file)
- $5,183,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,455,295 | $671,938 | $14,448,592 | IRS |
| 990-PF | December 2023 | $2,491,453 | $790,405 | $13,396,257 | 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 61-6553802).
Questions about DONALD MORRIS CHARITABLE TRUST
- What is the EIN of DONALD MORRIS CHARITABLE TRUST?
- The employer identification number (EIN) of DONALD MORRIS CHARITABLE TRUST is 61-6553802.
- Is DONALD MORRIS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to DONALD MORRIS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD MORRIS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD MORRIS CHARITABLE TRUST 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 DONALD MORRIS CHARITABLE TRUST 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 DONALD MORRIS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $202,327 (MARILYN MCNABB, TRUSTEE).
- How much revenue does DONALD MORRIS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,455,295, expenses of $671,938 and total assets of $14,448,592 at year end.
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