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

Nonprofit · EIN 61-6135285

CHARLIE MOZEE MEMORIAL TRUST

Tax-exempt · MAYFIELD, KY 42066

Financials

$23K$19K2023$25K$28K2024
Revenue Expenses · by fiscal year end
Financials of CHARLIE MOZEE MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$25,301$28,498-$3,197$555,066$0$555,066
December 31, 2023990$22,514$18,949$3,565$558,263$0$558,263
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$25,301
Net gain from sales of assets
-$4,714
Other revenue
$0

Expenses

Grants and similar amounts paid
$26,269
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,250
Program services (functional)
$26,269
Management and general (functional)
$2,229

Balance sheet and other

Total assets, start of year
$558,263
Total assets, end of year
$555,066
Total liabilities, end of year
$0
Net assets, end of year
$555,066
Net assets without donor restrictions
$232,157
Net assets with donor restrictions
$322,909
Gross receipts
$56,015
Employees
0
Year formed
1983
State of legal domicile
KY

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
TERRY BROOKSTrustee
Trustee or director, Officer
1$0
JOHN GREENTrustee
Trustee or director, Officer
1$0
DAVID GIBSONTrustee
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
TERRY BROOKSTrustee
Trustee or director, Officer
1$0
JOHN GREENTrustee
Trustee or director, Officer
1$0
DAVID GIBSONTrustee
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 488, MAYFIELD, KY 42066-0030
In care of
% DAVID GIBSON
Signed the 990
DAVID GIBSON, Trustee
Phone
(270) 658-3557
Return prepared by
ROMAINE & ASSOCIATES PLLC

Mission

THE MISSION OF THE CHARLIE MOZEE MEMORIAL TRUST IS TO ASSIST IN PREVENTING AND RELIEVING SUFFERING AND DISTRESS AMONG POOR AND UNFORTUNATE PERSONS RESIDING IN GRAVES COUNTY, KENTUCKY, BY PROVIDING TO OR FOR THEM AND THEIR DEPENDANTS, NECESSARY FOOD, RAIMENT

990 for the year ended December 31, 2024

Program accomplishments

  • FOR UTILITIES AND RENT - TO ASSIST IN PREVENTING AND RELIEVING SUFFERING AND DISTRESS AMONG THE POOR AND UNFORTUNATE PERSONS RESIDING IN GRAVES COUNTY, KENTUCKY. NUMBER SERVED: 42 INDIVIDUALS/FAMILIES
    Expenses $20,032
  • FOOD AND OTHER - TO ASSIST IN PREVENTING AND RELIEVING SUFFERING AND DISTRESS AMONG THE POOR AND UNFORTUNATE PERSONS RESIDING IN GRAVES COUNTY, KENTUCKY.
    Expenses $6,237

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
61-6135285
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
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$555,066
Income (IRS master file)
$56,015

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$25,301$28,498$555,066XML
990December 2023$22,514$18,949$558,263XML
990December 2022$21,468$29,511$554,698IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 61-6135285).

Questions about CHARLIE MOZEE MEMORIAL TRUST

What is the EIN of CHARLIE MOZEE MEMORIAL TRUST?
The employer identification number (EIN) of CHARLIE MOZEE MEMORIAL TRUST is 61-6135285.
Is CHARLIE MOZEE MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to CHARLIE MOZEE MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CHARLIE MOZEE MEMORIAL TRUST 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 CHARLIE MOZEE MEMORIAL TRUST 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 CHARLIE MOZEE MEMORIAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of CHARLIE MOZEE MEMORIAL TRUST?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does CHARLIE MOZEE MEMORIAL TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $25,301, expenses of $28,498 and total assets of $555,066 at year end.

Other nonprofits in MAYFIELD

All nonprofits in MAYFIELD · Kentucky