Deborah Markley@barr And Orwell E Barr Memorial Trust
- Assets
- $9.3m
- Revenue
- $183.6k
- Investments
- $9.1m
- Employees
- 0
- Location
- Ashville, OH
- Founding
- 05/2009
- Data as of
- 12/2022
- EIN
- 26-6887904
Organization Overview
Deborah Markley@barr And Orwell E Barr Memorial Trust is located in Ashville, OH. The organization was established in 2009. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Deborah Markley@barr And Orwell E Barr Memorial Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Deborah Markley@barr And Orwell E Barr Memorial Trust generated $183.6k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (0.7%) each year. All expenses for the organization totaled $375.6k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (10.9%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
THIS FOUNDATION PROVIDES SUPPORT TO THE COMMUNITY UNITED METHODIST CHURCH, CIRCLEVILLE, OH,
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $419 |
| Dividends & Interest | $159,265 |
| Net Rental Income | $21,654 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $39,503 |
| Net ST Capital Gain | $39,503 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $183,563 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $53,807 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,933 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $411 |
| Total operating and administrative expenses | $72,285 |
| Contributions, gifts, grants paid | $303,340 |
| Total expenses and disbursements | $375,625 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $127,937 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $643,170 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $15,219 |
| Total assets | $9,273,069 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |