Marietta Charitable Trust FY2021 filing

Tax-deductible

Columbia, PA501(c)(3)EIN 23-2235684Revenue $7K in FY2021

On file with the IRS743 Kames Hill Rd, 17512-8422 · Columbia, PATax-exempt since May 1985Publicly supported — 509(a)(2)

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To devote and apply the Trust funds exclusively for the use of the general public for any religious, Charitable, educational or eleemosynary purpose.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$4K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $7K a year · 71% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$4K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
306 mo
of spending, in cash
Looks good: 305.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 7 voting members
Looks good: 5 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7K
Spent
$19K
To programs
74%
Net assets
$541K
By yearFY2021–FY2025
Revenue
$7K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$7K
FY2022$3K
FY2023$2K
FY2024$17K
FY2025$21K
Expenses
$19K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$19K
FY2022$16K
FY2023$16K
FY2024$16K
FY2025$17K
Net assets
$541K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$541K
FY2022$528K
FY2023$514K
FY2024$515K
FY2025$519K

From the FY2021 Form 990 (year ending May 2021) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $14K Management & general 26% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $4K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$597Pt VII · Sec A
Vice Chairman
$597Pt VII · Sec A
$597Pt VII · Sec A
$597Pt VII · Sec A
$398Pt VII · Sec A
Treasurer
$398Pt VII · Sec A
$398Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Derek McCarty$597$597$597$597$398
Howard McCarty$597$597$597$597$597
Cynthia Wise$597————
Abby Hoover$597$597$597——
John Spickler$597$597$597$597$597
William Sload$597$597$597$398$597
James Wise$597$597$597$597$398
Richard Sipe$597——$597$597

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Marietta Charitable Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports public religious, charitable, educational, and eleemosynary causes with trust funds.

Provided by the organization

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1 program · $14K · in their own filed words · FY2020
01

To devote and apply the trust funds exclusively for the use of the general public for any religious, charitable, educational or eleemosynary purpose.

$14Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$7K
Ln 12
Investment incomeLn 3$7K
Money outPt IX
$19K
Ln 25
Programscol B$14K
Managementcol C$5K
Owns and owesPt X
$541K
net assets · Ln 32
Cash and savingsLn 1–2$484K
Total assetsLn 16$543K
LiabilitiesLn 26$1K
PeoplePt VI, VII
7
listed · VII A
PaidVII A7
Voting boardVI 1a7
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$7K
Total revenueLn 12$7K
Assets in detailPt X, end of year
SavingsLn 2$484K
Cash and savings togetherLn 1–2$484K
Total assetsLn 16$543K
LiabilitiesLn 26$1K
Net assetsLn 32$541K
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$534K$484K
Total assetsLn 16$555K$543K
LiabilitiesLn 26$1K$1K
Net assetsLn 32$554K$541K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$14K$14K
Pay of current officers, directors and key staffLn 5$4K$0$4K$0
Accounting feesLn 11c$1K$0$1K$0
Office expensesLn 13$11$0$11$0
Total functional expensesLn 25$19K$14K$5K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $21K$17K$4K$519K 990 PDF
FY2024 $17K$16K$1K$515K 990 PDF
FY2023 $2K$16K−$14K$514K 990 PDF
FY2022 $3K$16K−$13K$528K 990 PDF
FY2021 Viewing $7K$19K−$12K$541K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $6,519 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $8,170$6,519
I-11 Other revenue$0
I-12 Total revenuePrior year $8,170$6,519
I-13 Grants and similar amounts paid$14,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,980$3,582
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $15,703$1,411
I-18 Total expensesPrior year $19,683$18,993
I-19 Revenue less expensesPrior year −$11,513−$12,474
Part VI · Governance 5 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $6,519 across 2 lines filed
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $6,519$6,519
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $6,519$6,519
Part IX · Statement of functional expenses $18,993 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $14,000$14,000
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $3,582 · Fundraising $0$3,582
IX-11c Accounting feesPrograms $0 · Management $1,400 · Fundraising $0$1,400
IX-13 Office expensesPrograms $0 · Management $11 · Fundraising $0$11
IX-25 Total functional expensesPrograms $14,000 · Management $4,993 · Fundraising $0$18,993
Part X · Balance sheet $542,872 assets, 6 lines filed
Asset lines not itemized here account for $59,103; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $534,334$483,769
X-16 Total assetsStart of year $555,345$542,872
X-17 Accounts payable and accrued expensesStart of year $1,400$1,400
X-26 Total liabilitiesStart of year $1,400$1,400
X-32 Total net assets or fund balancesStart of year $553,945$541,472
X-33 Total liabilities and net assetsStart of year $555,345$542,872
Part XI · Reconciliation of net assets $541,472 net assets at year end
XI-1 Total revenue$6,519
XI-2 Total expenses$18,993
XI-3 Revenue less expenses−$12,474
XI-4 Net assets at start of year$553,945
XI-10 Net assets at end of year$541,472

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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