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Nonprofit · EIN 85-6722964

MERCATOR CHARITABLE TR

Also known as MERCATOR FIDUCIARY MANAGEMENT LLC T

Tax-exempt · JACKSON, WY 83001

Financials

−$3.1M$5M2023$1.9M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of MERCATOR CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,880,919$1,807,526$73,393$72,465,842$7,500$72,458,342
December 31, 2023990-PF-$3,089,646$5,016,236-$8,105,882$72,663,501$0$72,663,501
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$228,491
Interest
$255
Other income
$1,652,173

Expenses

Grants and similar amounts paid
$1,480,000
Compensation of officers, directors and key employees
$86,552
Disbursements for charitable purposes
$1,609,361
Excise tax on investment income
$12,618

Balance sheet and other

Total assets, start of year
$72,663,501
Total assets, end of year
$72,465,842
Total liabilities, end of year
$7,500
Net assets, end of year
$72,458,342
Fair market value of assets
$72,465,842
Qualifying distributions
$1,609,361
Net investment income
$3,138,124

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
JACKSON HOLE TRUST COMPANY
PO BOX 1150, JACKSON, WY 83001
TRUSTEE3$86,552
ELISABETH SCHOEPFLIN
PO BOX 1150, JACKSON, WY 83001
TRUSTEE0.5$0
TIM GOEBEL
PO BOX 1150, JACKSON, WY 83001
TRUSTEE0.5$0
ANTONIA ALAMPI
PO BOX 1150, JACKSON, WY 83001
TRUSTEE0.5$0
ELLIOTT DONNELLEY II
PO BOX 1150, JACKSON, WY 83001
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JACKSON HOLE TRUST COMPANY
PO BOX 1150, JACKSON, WY 83001
TRUSTEE3$0
ELISABETH SCHOEPFLIN
PO BOX 1150, JACKSON, WY 83001
TRUSTEE0.5$0
TIM GOEBEL
PO BOX 1150, JACKSON, WY 83001
TRUSTEE0.5$0
ANTONIA ALAMPI
PO BOX 1150, JACKSON, WY 83001
TRUSTEE0.5$0
ELLIOTT DONNELLEY II
PO BOX 1150, JACKSON, WY 83001
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 1150, JACKSON, WY 83001-1150
In care of
% JACKSON HOLE TRUST COMPANY
Signed the 990-PF
JACKSON HOLE TRUST COMPANY, TRUST OFFICER
Phone
(307) 739-2500
Return prepared by
CLARK NUBER PS

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
85-6722964
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$72,465,842
Income (IRS master file)
$1,880,919

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,880,919$1,807,526$72,465,842XML
990-TDecember 2024–––IRS
990-PFDecember 2023-$3,089,646$5,016,236$72,663,501XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––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 85-6722964).

Questions about MERCATOR CHARITABLE TR

What is the EIN of MERCATOR CHARITABLE TR?
The employer identification number (EIN) of MERCATOR CHARITABLE TR is 85-6722964.
Is MERCATOR CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to MERCATOR CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does MERCATOR CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MERCATOR 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 MERCATOR 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 MERCATOR CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $86,552 (JACKSON HOLE TRUST COMPANY, TRUSTEE).
How much revenue does MERCATOR CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,880,919, expenses of $1,807,526 and total assets of $72,465,842 at year end.

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