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Nonprofit · EIN 31-1428420

MARJORIE E HART TRUST

Also known as GILLILAND K & R WILLIS ET AL TTEE

Tax-exempt · WELLSTON, OH 45692

Financials

$10K$2K2024
Revenue Expenses · by fiscal year end
Financials of MARJORIE E HART TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,634$2,255$7,379$406,718$1,184$405,534
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$9,634

Expenses

Grants and similar amounts paid
$1,250
Disbursements for charitable purposes
$2,255
Excise tax on investment income
$134

Balance sheet and other

Total assets, start of year
$399,444
Total assets, end of year
$406,718
Total liabilities, end of year
$1,184
Net assets, end of year
$405,534
Fair market value of assets
$406,718
Qualifying distributions
$2,255
Net investment income
$9,634

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.

NameTitleHours / weekCompensation
Kyle R Gilliland
PO Box 284, Wellston, OH 45692
Trustee0$0
Douglas R Jones
Wellston, Wellston, OH 45692
Trustee0$0
Wendy R Henry
Wellston, Wellston, OH 45692
Trustee0$0

Address and contacts

Address (IRS master file)
PO BOX 284, WELLSTON, OH 45692-0284
In care of
% KYLE GILLILAND
Signed the 990-PF
KYLE GILLILAND, Trustee
Phone
(740) 418-7880
Return prepared by
Adams Moore and Adams LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-1428420
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
1996
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$406,718
Income (IRS master file)
$9,634

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$7,635$861$399,444IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MARJORIE E HART TRUST

What is the EIN of MARJORIE E HART TRUST?
The employer identification number (EIN) of MARJORIE E HART TRUST is 31-1428420.
Is MARJORIE E HART TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to MARJORIE E HART TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARJORIE E HART TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARJORIE E HART 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 MARJORIE E HART 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 MARJORIE E HART TRUST?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MARJORIE E HART TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,634, expenses of $2,255 and total assets of $406,718 at year end.

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