Nonprofit · EIN 13-6041237
MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH
Tax-exempt · NEW YORK, NY 10008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,693,670 | $2,136,979 | $556,691 | $37,540,295 | $0 | $37,540,295 |
| June 30, 2024 | 990-PF | $2,715,126 | $1,788,963 | $926,163 | $37,074,338 | $0 | $37,074,338 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $868,887
- Net gain from sales of assets
- $1,824,783
Expenses
- Grants and similar amounts paid
- $2,005,493
- Compensation of officers, directors and key employees
- $64,131
- Disbursements for charitable purposes
- $2,031,146
- Excise tax on investment income
- $36,629
Balance sheet and other
- Total assets, start of year
- $37,074,338
- Total assets, end of year
- $37,540,295
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,540,295
- Fair market value of assets
- $44,146,194
- Qualifying distributions
- $2,031,146
- Net investment income
- $2,693,670
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEUTSCHE BANK TRUST COMPANY 1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019 | TRUSTEE | 9 | $42,496 |
| NICK ALWORTH 306 W SUPERIOR ST, DULUTH, MN 55802 | CO-TRUSTEE | 9 | $21,635 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEUTSCHE BANK TRUST COMPANY 1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019 | TRUSTEE | 9 | $44,035 |
| NICK ALWORTH 306 W SUPERIOR ST, DULUTH, MN 55802 | CO-TRUSTEE | 9 | $22,017 |
Address and contacts
- Address (IRS master file)
- PO BOX 1297, NEW YORK, NY 10008-1297
- In care of
- % DEUTSCHE BANK TR CO
- Signed the 990-PF
- DEUTSCHE BANK TRUST CO NA, VICE PRESIDENT
- Phone
- (212) 250-2500
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6041237
- 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
- 1981
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $37,540,295
- Income (IRS master file)
- $10,727,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,693,670 | $2,136,979 | $37,540,295 | XML |
| 990-PF | June 2024 | $2,715,126 | $1,788,963 | $37,074,338 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 13-6041237).
Questions about MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH
- What is the EIN of MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH?
- The employer identification number (EIN) of MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH is 13-6041237.
- Is MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $42,496 (DEUTSCHE BANK TRUST COMPANY, TRUSTEE).
- How much revenue does MARSHALL ALWORTH TR FBO MARSHALL & NELLIE ALWORTH have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,693,670, expenses of $2,136,979 and total assets of $37,540,295 at year end.
Other nonprofits in NEW YORK
- NEW YORK UNIVERSITY EIN 13-5562308 · last filed 990 for 2025
- HEALTHFIRST PHSP INC EIN 13-3783732 · last filed 990 for 2024
- THE NEW YORK AND PRESBYTERIAN HOSPITAL EIN 13-3957095 · last filed 990 for 2024
- NYU LANGONE HOSPITALS EIN 13-3971298 · last filed 990 for 2025
- MEMORIAL SLOAN-KETTERING CANCER CENTER EIN 91-2154267 · last filed 990 for 2024
- TRUSTEES OF COLUMBIA UNIVERSITY EIN 13-5598093 · last filed 990 for 2025
- HEALTHFIRST HEALTH PLAN INC EIN 11-3029569 · last filed 990 for 2024
- GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC EIN 31-1774905 · last filed 990 for 2024