Nonprofit · EIN 31-6022292
DAVID MEADE MASSIE TRUST
Tax-exempt · CHILLICOTHE, OH 45601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $67,204 | $438,868 | -$371,664 | $4,352,236 | $540 | $4,351,696 |
| December 31, 2024 | 990-PF | $428,890 | $329,898 | $98,992 | $4,723,900 | $540 | $4,723,360 |
| December 31, 2023 | 990-PF | $231,877 | $323,058 | -$91,181 | $4,624,792 | $424 | $4,624,368 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $223,875
- Interest
- $642
- Net gain from sales of assets
- -$158,000
- Other income
- $687
Expenses
- Grants and similar amounts paid
- $349,655
- Compensation of officers, directors and key employees
- $36,000
- Salaries, compensation and benefits (total)
- $36,000
- Disbursements for charitable purposes
- $410,600
- Excise tax on investment income
- $2,736
Balance sheet and other
- Total assets, start of year
- $4,723,900
- Total assets, end of year
- $4,352,236
- Total liabilities, end of year
- $540
- Net assets, end of year
- $4,351,696
- Fair market value of assets
- $8,000,605
- Qualifying distributions
- $410,600
- Net investment income
- $224,517
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P SULZER 42 EAST FIFTH STREET, CHILLICOTHE, OH 45601 | TRUSTEE | 8 | $12,000 |
| THOMAS M SPETNAGEL 42 EAST FIFTH STREET, CHILLICOTHE, OH 45601 | TRUSTEE | 8 | $12,000 |
| HARRY B JUNK II 42 EAST FIFTH STREET, CHILLICOTHE, OH 45601 | TRUSTEE | 8 | $12,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P SULZER 42 EAST FIFTH STREET, CHILLICOTHE, OH 45601 | TRUSTEE | 8 | $12,000 |
| THOMAS M SPETNAGEL 42 EAST FIFTH STREET, CHILLICOTHE, OH 45601 | TRUSTEE | 8 | $12,000 |
| HARRY B JUNK II 42 EAST FIFTH STREET, CHILLICOTHE, OH 45601 | TRUSTEE | 8 | $12,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P SULZER 42 EAST FIFTH STREET, CHILLICOTHE, OH 45601 | TRUSTEE | 8 | $10,000 |
| THOMAS M SPETNAGEL 42 EAST FIFTH STREET, CHILLICOTHE, OH 45601 | TRUSTEE | 8 | $10,000 |
| HARRY B JUNK II 42 EAST FIFTH STREET, CHILLICOTHE, OH 45601 | TRUSTEE | 8 | $10,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 41, CHILLICOTHE, OH 45601-0041
- Signed the 990-PF
- THOMAS M SPETNAGEL, TRUSTEE
- Phone
- (740) 774-2142
- Return prepared by
- WHITED SEIGNEUR SAMS & RAHE CPAS 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 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 | 990-PF 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
- 31-6022292
- 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
- 1979
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,352,236
- Income (IRS master file)
- $263,929
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $67,204 | $438,868 | $4,352,236 | IRS |
| 990-PF | December 2024 | $428,890 | $329,898 | $4,723,900 | IRS |
| 990-PF | December 2023 | $231,877 | $323,058 | $4,624,792 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 31-6022292).
Questions about DAVID MEADE MASSIE TRUST
- What is the EIN of DAVID MEADE MASSIE TRUST?
- The employer identification number (EIN) of DAVID MEADE MASSIE TRUST is 31-6022292.
- Is DAVID MEADE MASSIE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to DAVID MEADE MASSIE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID MEADE MASSIE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID MEADE MASSIE 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 DAVID MEADE MASSIE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DAVID MEADE MASSIE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $12,000 (JOSEPH P SULZER, TRUSTEE).
- How much revenue does DAVID MEADE MASSIE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $67,204, expenses of $438,868 and total assets of $4,352,236 at year end.
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