Nonprofit · EIN 27-3958145
JOHN WILLIS MASHBURN CHARITABLE TRUST
Tax-exempt · DALTON, GA 30720
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $265,056 | $5,848,835 | -$5,583,779 | $5,709,400 | $0 | $5,709,400 |
| December 31, 2023 | 990-PF | -$280,051 | $399,628 | -$679,679 | $11,293,179 | $0 | $11,293,179 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $157
- Net rental income
- $36,755
- Net gain from sales of assets
- $15,892
Expenses
- Grants and similar amounts paid
- $5,554,991
- Compensation of officers, directors and key employees
- $76,880
- Disbursements for charitable purposes
- $5,554,991
Balance sheet and other
- Total assets, start of year
- $11,293,179
- Total assets, end of year
- $5,709,400
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,709,400
- Fair market value of assets
- $5,709,400
- Qualifying distributions
- $5,554,991
- Net investment income
- $249,164
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 |
|---|---|---|---|
| SHARON BEAVERS 2206 FAWN DRIVE, DALTON, GA 30720 | TRUSTEE | 0 | $15,550 |
| BONNIE JONES 351 CASTLE ROAD, DALTON, GA 30720 | TRUSTEE | 0 | $15,550 |
| CARLA RIPLEY 1088 GLENN COVE DR, DALTON, GA 30720 | TRUSTEE | 0 | $15,550 |
| MENDY MASHBURN 442 OLD GRADE RD, RESACA, GA 30735 | TRUSTEE | 0 | $15,550 |
| DEWEY HUGHES 1210 VANDERBILT DR, DALTON, GA 30720 | TRUSTEE | 0 | $14,680 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON BEAVERS 2206 FAWN DRIVE, DALTON, GA 30720 | TRUSTEE | 0 | $16,320 |
| DEWEY HUGHES 1210 VANDERBILT DR, DALTON, GA 30720 | TRUSTEE | 0 | $16,320 |
| BONNIE JONES 351 CASTLE ROAD, DALTON, GA 30720 | TRUSTEE | 0 | $16,320 |
| CARLA RIPLEY 1088 GLENN COVE DR, DALTON, GA 30720 | TRUSTEE | 0 | $16,320 |
| MENDY MASHBURN 442 OLD GRADE RD, RESACA, GA 30735 | TRUSTEE | 0 | $16,320 |
Address and contacts
- Address (IRS master file)
- 2206 FAWN DR, DALTON, GA 30720-5732
- Signed the 990-PF
- SHARON BEAVERS, TRUSTEE
- Phone
- (706) 278-5853
- Return prepared by
- ACREE JINRIGHT LEONARD & CO PC
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
- 27-3958145
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,709,400
- Income (IRS master file)
- $292,466
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $265,056 | $5,848,835 | $5,709,400 | XML |
| 990-PF | December 2023 | -$280,051 | $399,628 | $11,293,179 | 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 27-3958145).
Questions about JOHN WILLIS MASHBURN CHARITABLE TRUST
- What is the EIN of JOHN WILLIS MASHBURN CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN WILLIS MASHBURN CHARITABLE TRUST is 27-3958145.
- Is JOHN WILLIS MASHBURN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to JOHN WILLIS MASHBURN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN WILLIS MASHBURN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN WILLIS MASHBURN CHARITABLE TRUST 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 JOHN WILLIS MASHBURN CHARITABLE TRUST 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 JOHN WILLIS MASHBURN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $15,550 (SHARON BEAVERS, TRUSTEE).
- How much revenue does JOHN WILLIS MASHBURN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $265,056, expenses of $5,848,835 and total assets of $5,709,400 at year end.
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