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Nonprofit · EIN 47-5416550

MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST

Tax-exempt · WATERVILLE, OH 43566

Financials

$602K$542K2021$243K$442K2023$538K$460K2024$329K$451K2025
Revenue Expenses · by fiscal year end
Financials of MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$328,835$450,758-$121,923$6,257,926$0$6,257,926
December 31, 2024990-PF$537,915$459,700$78,215$6,117,779$0$6,117,779
December 31, 2023990-PF$243,313$442,476-$199,163$6,146,610$0$6,146,610
December 31, 2021990-PF$602,258$541,711$60,547$7,494,407$0$7,494,407
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$202,891
Net gain from sales of assets
$125,944

Expenses

Grants and similar amounts paid
$305,890
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$305,890
Excise tax on investment income
$2,048

Balance sheet and other

Total assets, start of year
$6,117,779
Total assets, end of year
$6,257,926
Total liabilities, end of year
$0
Net assets, end of year
$6,257,926
Fair market value of assets
$6,257,926
Qualifying distributions
$305,890
Net investment income
$263,536

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.

NameTitleHours / weekCompensation
PAUL E CROY
204 FARNSWORTH ROAD, WATERVILLE, OH 43566
TRUSTEE5$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
PAUL E CROY
204 FARNSWORTH ROAD, WATERVILLE, OH 43566
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
PAUL E CROY
204 FARNSWORTH ROAD, WATERVILLE, OH 43566
TRUSTEE5$0
990-PF for the year ended December 31, 2021: 1 people
NameTitleHours / weekCompensation
PAUL E CROY
204 FARNSWORTH ROAD, WATERVILLE, OH 43566
TRUSTEE5$0

Address and contacts

Address (IRS master file)
204 FARNSWORTH RD, WATERVILLE, OH 43566-1421
In care of
% PAUL E CROY
Signed the 990-PF
PAUL E CROY, TRUSTEE
Phone
(419) 878-2931
Return prepared by
WILLIAM VAUGHAN COMPANY

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-5416550
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,257,926
Income (IRS master file)
$4,366,737

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$328,835$450,758$6,257,926IRS
990-PFDecember 2024$537,915$459,700$6,117,779XML
990-PFDecember 2023$243,313$442,476$6,146,610XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$602,258$541,711$7,494,407XML
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 47-5416550).

Questions about MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST

What is the EIN of MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST?
The employer identification number (EIN) of MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST is 47-5416550.
Is MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARJORIE E CONRAD MD RESERVE CHARITABLE 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 MARJORIE E CONRAD MD RESERVE CHARITABLE 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 MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does MARJORIE E CONRAD MD RESERVE CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $328,835, expenses of $450,758 and total assets of $6,257,926 at year end.

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