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

Nonprofit · EIN 31-1684811

TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING

Also known as BETTINA WEARY PHD CHARITABLE TRUST

Tax-exempt · LAGUNA WOODS, CA 92637

Financials

$155K$195K2023$182K$193K2024
Revenue Expenses · by fiscal year end
Financials of TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$181,685$193,028-$11,343$1,995,665$0$1,995,665
December 31, 2023990-PF$155,233$194,978-$39,745$2,007,008$0$2,007,008
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$60,413
Interest
$47,207
Net gain from sales of assets
$74,065

Expenses

Grants and similar amounts paid
$142,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$142,000
Excise tax on investment income
$2,525

Balance sheet and other

Total assets, start of year
$2,007,008
Total assets, end of year
$1,995,665
Total liabilities, end of year
$0
Net assets, end of year
$1,995,665
Fair market value of assets
$3,515,528
Qualifying distributions
$142,000
Net investment income
$181,685

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
Mary Ellen Bonner
443 G Avenida Sevilla, Laguna Woods, CA 92637
Trustee4$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Mary Ellen Bonner
443 G Avenida Sevilla, Laguna Woods, CA 92637
Trustee4$0

Address and contacts

Address (IRS master file)
443 AVENIDA SEVILLA UNIT G, LAGUNA WOODS, CA 92637-3844
In care of
% ALLAN R WIEGLEY CPA
Signed the 990-PF
Mary Ellen Bonner, Trustee
Phone
(201) 780-2520
Return prepared by
Kirisits & Associates CPAs PLLC

California records

California keeps its own records of charities and corporations. Search them by EIN 31-1684811 or by the name TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
31-1684811
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,995,665
Income (IRS master file)
$1,101,238

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$181,685$193,028$1,995,665XML
990-PFDecember 2023$155,233$194,978$2,007,008XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 31-1684811).

Questions about TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING

What is the EIN of TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING?
The employer identification number (EIN) of TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING is 31-1684811.
Is TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING file?
Form 990-PF. Private foundations file every year.
When is the next return of TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING 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 TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING 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 TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does TRUST UNDER ARTICLE SIXTH OF THE WILL OF MARY H MANNING have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $181,685, expenses of $193,028 and total assets of $1,995,665 at year end.

Other nonprofits in LAGUNA WOODS

All nonprofits in LAGUNA WOODS · California · Philanthropy, voluntarism and grantmaking foundations