Nonprofit · EIN 81-4661577
TRUST UNDER THE WILL OF DR MARY JUNE WALL
Tax-exempt · TAZEWELL, VA 24651
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $262,300 | $500,975 | -$238,675 | $5,688,145 | $2,000 | $5,686,145 |
| December 31, 2023 | 990-PF | $436,119 | $465,058 | -$28,939 | $5,924,818 | $0 | $5,924,818 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $234,291
- Interest
- $6,975
- Net rental income
- $9,000
- Net gain from sales of assets
- $8,181
- Other income
- $1,853
Expenses
- Grants and similar amounts paid
- $420,000
- Compensation of officers, directors and key employees
- $20,000
- Disbursements for charitable purposes
- $420,000
- Excise tax on investment income
- $2,853
Balance sheet and other
- Total assets, start of year
- $5,924,818
- Total assets, end of year
- $5,688,145
- Total liabilities, end of year
- $2,000
- Net assets, end of year
- $5,686,145
- Fair market value of assets
- $8,585,096
- Qualifying distributions
- $420,000
- Net investment income
- $259,494
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 |
|---|---|---|---|
| Joseph M Bowen 114 Main Street, Tazewell, VA 24651 | Trustee | 1 | $20,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph M Bowen 114 Main Street, Tazewell, VA 24651 | Trustee | 1 | $49,923 |
Address and contacts
- Address (IRS master file)
- 228 MAIN ST, TAZEWELL, VA 24651-6110
- In care of
- % JOSEPH M BOWEN
- Signed the 990-PF
- Joseph M Bowen, Trustee
- Phone
- (276) 988-4830
- Return prepared by
- Bowman Accounting Services LLC
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
- 81-4661577
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,688,145
- Income (IRS master file)
- $648,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $262,300 | $500,975 | $5,688,145 | XML |
| 990-PF | December 2023 | $436,119 | $465,058 | $5,924,818 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 81-4661577).
Questions about TRUST UNDER THE WILL OF DR MARY JUNE WALL
- What is the EIN of TRUST UNDER THE WILL OF DR MARY JUNE WALL?
- The employer identification number (EIN) of TRUST UNDER THE WILL OF DR MARY JUNE WALL is 81-4661577.
- Is TRUST UNDER THE WILL OF DR MARY JUNE WALL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to TRUST UNDER THE WILL OF DR MARY JUNE WALL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST UNDER THE WILL OF DR MARY JUNE WALL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UNDER THE WILL OF DR MARY JUNE WALL 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 TRUST UNDER THE WILL OF DR MARY JUNE WALL 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 TRUST UNDER THE WILL OF DR MARY JUNE WALL?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $20,000 (Joseph M Bowen, Trustee).
- How much revenue does TRUST UNDER THE WILL OF DR MARY JUNE WALL have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $262,300, expenses of $500,975 and total assets of $5,688,145 at year end.
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