Nonprofit · EIN 91-6095311
MARILYN & ALAN JOHNSON MEMORIAL TRUST
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,509 | $3,635 | $7,874 | $113,214 | $0 | $113,214 |
| December 31, 2024 | 990-PF | $11,389 | $11,510 | -$121 | $105,311 | $0 | $105,311 |
| December 31, 2023 | 990-PF | $3,658 | $8,926 | -$5,268 | $105,541 | $0 | $105,541 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,052
- Net gain from sales of assets
- $8,457
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,309
- Disbursements for charitable purposes
- $1,269
- Excise tax on investment income
- $132
Balance sheet and other
- Total assets, start of year
- $105,311
- Total assets, end of year
- $113,214
- Total liabilities, end of year
- $0
- Net assets, end of year
- $113,214
- Fair market value of assets
- $141,958
- Qualifying distributions
- $1,269
- Net investment income
- $11,464
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,309 |
| LINDA J LUNDY CHAIRMAN 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 15 | $0 |
| DAVID A LUNDY 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 10 | $0 |
| ALAN LUNDY-PONCE 2616 2ND RD N, ARLINGTON, VA 22201 | SCHOLARSHIP BOARD | 2 | $0 |
| ALISA PETERSON 403 PICKARD RD, THOMASTON, GA 30286 | SCHOLARSHIP BOARD | 2 | $0 |
| MICAH LUNDY 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 2 | $0 |
| MYLES LUNDY 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 10 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,210 |
| LINDA J LUNDY CHAIRMAN 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 15 | $0 |
| DAVID A LUNDY 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 10 | $0 |
| ALAN LUNDY-PONCE 2616 2ND RD N, ARLINGTON, VA 22201 | SCHOLARSHIP BOARD | 2 | $0 |
| ALISA PETERSON 403 PICKARD RD, THOMASTON, GA 30286 | SCHOLARSHIP BOARD | 2 | $0 |
| MICAH LUNDY 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 2 | $0 |
| MYLES LUNDY 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 10 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $1,958 |
| LINDA J LUNDY CHAIRMAN 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 15 | $0 |
| DAVID A LUNDY 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 10 | $0 |
| ALAN LUNDY-PONCE 2616 2ND RD N, ARLINGTON, VA 22201 | SCHOLARSHIP BOARD | 2 | $0 |
| ALISA PETERSON 403 PICKARD RD, THOMASTON, GA 30286 | SCHOLARSHIP BOARD | 2 | $0 |
| MICAH LUNDY 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 2 | $0 |
| MYLES LUNDY 661 RANCH HOUSE LANE, ELLENSBURG, WA 98926 | SCHOLARSHIP BOARD | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
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 | 990-PF 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
- 91-6095311
- 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)
- $113,214
- Income (IRS master file)
- $23,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,509 | $3,635 | $113,214 | XML |
| 990-PF | December 2024 | $11,389 | $11,510 | $105,311 | XML |
| 990-PF | December 2023 | $3,658 | $8,926 | $105,541 | 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 91-6095311).
Questions about MARILYN & ALAN JOHNSON MEMORIAL TRUST
- What is the EIN of MARILYN & ALAN JOHNSON MEMORIAL TRUST?
- The employer identification number (EIN) of MARILYN & ALAN JOHNSON MEMORIAL TRUST is 91-6095311.
- Is MARILYN & ALAN JOHNSON MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to MARILYN & ALAN JOHNSON MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARILYN & ALAN JOHNSON MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARILYN & ALAN JOHNSON MEMORIAL 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 MARILYN & ALAN JOHNSON MEMORIAL 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 MARILYN & ALAN JOHNSON MEMORIAL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $2,309 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MARILYN & ALAN JOHNSON MEMORIAL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,509, expenses of $3,635 and total assets of $113,214 at year end.
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