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Nonprofit · EIN 52-6666964

MERLE THORPE JR CHARITABLE TR

Also known as MERLE THORPE JR TTEE

Tax-exempt · THURMONT, MD 21788

Financials

$908K$864K2023$718K$764K2024
Revenue Expenses · by fiscal year end
Financials of MERLE THORPE JR CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$717,756$763,851-$46,095$11,429,437$10,348$11,419,089
December 31, 2023990-PF$908,308$864,000$44,308$11,405,234$6,183$11,399,051
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,362
Dividends
$9,084
Interest
$215,615
Net rental income
$27,742
Net gain from sales of assets
-$12,924
Other income
$408,448

Expenses

Grants and similar amounts paid
$2
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$323,061
Disbursements for charitable purposes
$565,290
Excise tax on investment income
$8,377

Balance sheet and other

Total assets, start of year
$11,405,234
Total assets, end of year
$11,429,437
Total liabilities, end of year
$10,348
Net assets, end of year
$11,419,089
Fair market value of assets
$13,449,043
Qualifying distributions
$602,625
Net investment income
$725,889

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
GIGI CASTLEMAN
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
SAMUEL CASTLEMAN
12805A MINK FARM RD, THURMONT, MD 21788
TRUSTEE/CHARI1$0
MATTHEW SMITH
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
BROOK CURRIE
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
BRAD HILL
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
WHITNEY OURISMAN-FERGUSON
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
MARK JAMESON SULLIVAN
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
SAMUEL CASTLEMAN III
12805B MINK FARM RD, THURMONT, MD 21788
TRUSTEE/CHARI1$20,000
GIGI CASTLEMAN
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
MATTHEW SMITH
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
BROOK CURRIE
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
BRAD HILL
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
WHITNEY OURISMAN-FERGUSON
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0
MARK JAMESON SULLIVAN
110 WOODLAND AVENUE SUITE 1, RENO, NV 89523
TRUSTEE0$0

Address and contacts

Address (IRS master file)
12085-A MINK FARM ROAD, THURMONT, MD 21788-0000
Signed the 990-PF
SAMUEL CASTLEMAN, TRUSTEE
Phone
(775) 886-1101
Return prepared by
DRAPER & MCGINLEY PA

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
52-6666964
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,429,437
Income (IRS master file)
$730,680

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$717,756$763,851$11,429,437XML
990-TDecember 2024–––IRS
990-PFDecember 2023$908,308$864,000$11,405,234XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 52-6666964).

Questions about MERLE THORPE JR CHARITABLE TR

What is the EIN of MERLE THORPE JR CHARITABLE TR?
The employer identification number (EIN) of MERLE THORPE JR CHARITABLE TR is 52-6666964.
Is MERLE THORPE JR CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to MERLE THORPE JR CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MERLE THORPE JR CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MERLE THORPE JR CHARITABLE TR 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 MERLE THORPE JR CHARITABLE TR 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 MERLE THORPE JR CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does MERLE THORPE JR CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $717,756, expenses of $763,851 and total assets of $11,429,437 at year end.

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