Nonprofit · EIN 31-6382164
BERTLYN BOSLEY IRRV TR
Tax-exempt · MARIETTA, OH 45750
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $220,362 | $139,996 | $80,366 | $1,946,088 | $0 | $1,946,088 |
| December 31, 2024 | 990 | $149,418 | $93,354 | $56,064 | $1,865,754 | $0 | $1,865,754 |
| December 31, 2023 | 990 | $77,593 | $83,732 | -$6,139 | $1,810,135 | $0 | $1,810,135 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $220,362
- Net gain from sales of assets
- $154,882
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $114,991
- Compensation of officers, directors and key employees
- $23,304
- Salaries, compensation and benefits (total)
- $23,304
- Professional fundraising fees
- $0
- Accounting fees
- $1,026
- Program services (functional)
- $127,156
- Management and general (functional)
- $12,840
Balance sheet and other
- Total assets, start of year
- $1,865,754
- Total assets, end of year
- $1,946,088
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,946,088
- Publicly traded securities
- $1,886,948
- Net assets without donor restrictions
- $1,946,088
- Gross receipts
- $656,783
- Employees
- 0
- Year formed
- 1985
- State of legal domicile
- OH
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK | TRUSTEE Institutional trustee | – | $23,305 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK | TRUSTEE Institutional trustee | – | $21,976 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK | TRUSTEE Institutional trustee | – | $13,708 |
Address and contacts
- Address (IRS master file)
- 138 PUTNAM ST, MARIETTA, OH 45750-2923
- In care of
- % PEOPLES BANKING & TRUST CO
- Principal officer (990 for 2025)
- LAURA MEADOWS, 138 PUTNAM STREET, MARIETTA, OH 45750
- Signed the 990
- KELLI PARKS, Officer
- Phone
- (740) 374-7113
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL
Program accomplishments
- TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL. TO SUPPORTED ORANIZATION, BETSEY MILLS 300 FOURTH STREET, MARIETTA, OH 45750Expenses $114,991 · grants $114,991
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6382164
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T110)
- Assets (IRS master file)
- $1,946,088
- Income (IRS master file)
- $656,783
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $220,362 | $139,996 | $1,946,088 | IRS |
| 990 | December 2024 | $149,418 | $93,354 | $1,865,754 | IRS |
| 990 | December 2023 | $77,593 | $83,732 | $1,810,135 | XML |
| 990 | December 2022 | $92,595 | $100,624 | $1,823,174 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 31-6382164).
Questions about BERTLYN BOSLEY IRRV TR
- What is the EIN of BERTLYN BOSLEY IRRV TR?
- The employer identification number (EIN) of BERTLYN BOSLEY IRRV TR is 31-6382164.
- Is BERTLYN BOSLEY IRRV TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to BERTLYN BOSLEY IRRV TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BERTLYN BOSLEY IRRV TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERTLYN BOSLEY IRRV TR 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 BERTLYN BOSLEY IRRV TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BERTLYN BOSLEY IRRV TR?
- The 990 for the year ended December 31, 2025 names LAURA MEADOWS.
- Who are the officers and directors of BERTLYN BOSLEY IRRV TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $23,305 (PEOPLES BANK, TRUSTEE).
- How much revenue does BERTLYN BOSLEY IRRV TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $220,362, expenses of $139,996 and total assets of $1,946,088 at year end.
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All nonprofits in MARIETTA · Ohio · Philanthropy, voluntarism and grantmaking foundations