Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 02-0264010

MARION J CARTER TRUST

Tax-exempt · LEBANON, NH 03766

Financials

$98K$32K2023$71K$58K2024$1.1M$48K2025
Revenue Expenses · by fiscal year end
Financials of MARION J CARTER TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,142,906$47,895$1,095,011$2,409,339$0$2,409,339
December 31, 2024990$70,747$57,835$12,912$1,314,328$0$1,314,328
December 31, 2023990$98,176$31,697$66,479$1,306,694$0$1,306,694
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,142,906
Net gain from sales of assets
$1,089,886
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$5,400
Salaries, compensation and benefits (total)
$5,400
Professional fundraising fees
$0
Accounting fees
$2,845
Occupancy
$33,968
Program services (functional)
$37,651
Management and general (functional)
$10,244

Balance sheet and other

Total assets, start of year
$1,314,328
Total assets, end of year
$2,409,339
Total liabilities, end of year
$0
Net assets, end of year
$2,409,339
Land, buildings and equipment
$507,910
Gross receipts
$1,991,212
Employees
0
Volunteers
0
Year formed
1961
State of legal domicile
NH

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Amber McGonisTrustee
Trustee or director
2$1,800
Tracy PelletierTrustee
Trustee or director
1$1,800
Cody PelletierTrustee
Trustee or director
1$1,800
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
James P HowardFormer Trustee
Trustee or director
1$4,050
Richard MullalyFormer Trustee
Trustee or director
1$4,050
Amber McGonisTrustee
Trustee or director
2$0
Tracy PelletierTrustee
Trustee or director
1$0
Cody PelletierTrustee
Trustee or director
1$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
James P HowardTrustee
Trustee or director
1$2,700
Richard MullalyTrustee
Trustee or director
1$2,700

Address and contacts

Address (IRS master file)
28 TIMBER LN, LEBANON, NH 03766-2320
In care of
% JAMES P HOWARD
Principal officer (990 for 2025)
Amber T McGonis, 28 Timber Lane, Lebanon, NH 03766
Signed the 990
Amber T McGonis, Trustee
Phone
(603) 359-7642
Return prepared by
Charles F Morgan CPA PC

Mission

Maintain a Function/Meeting Building Manage an endowment to maintain a building which is available for nonprofit organizations to use at no charge.

990 for the year ended December 31, 2025

Program accomplishments

  • Maintain a Function/Meeting Building for use by charitable organizations without charge.
    Expenses $37,651 · revenue $53,020

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
02-0264010
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1971
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,409,339
Income (IRS master file)
$1,991,212

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,142,906$47,895$2,409,339IRS
990December 2024$70,747$57,835$1,314,328XML
990December 2023$98,176$31,697$1,306,694XML
990December 2022$52,981$43,952$1,240,215IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 02-0264010).

Questions about MARION J CARTER TRUST

What is the EIN of MARION J CARTER TRUST?
The employer identification number (EIN) of MARION J CARTER TRUST is 02-0264010.
Is MARION J CARTER TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1971.
Are donations to MARION J CARTER TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MARION J CARTER TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MARION J CARTER 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 MARION J CARTER TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of MARION J CARTER TRUST?
The 990 for the year ended December 31, 2025 names Amber T McGonis.
Who are the officers and directors of MARION J CARTER TRUST?
The 990 for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $1,800 (Amber McGonis, Trustee).
How much revenue does MARION J CARTER TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,142,906, expenses of $47,895 and total assets of $2,409,339 at year end.

Other nonprofits in LEBANON

All nonprofits in LEBANON · New Hampshire