Marshall Alworth Tr Fbo Marshall & Nellie Alworth

New York, NY
Tax-exempt since March 1981
EIN: 13-6041237

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$2.69M (2025)

Expenses

$2.14M (2025)

Total Assets

$37.5M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$2,693,670

Expenses

$2,136,979

Net Income

$556,691

Net Assets

$37,540,295

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$868,887	32.3%
Sales of Assets	$1,824,783	67.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,031,146	95.0%
Compensation of Officers*	$64,131	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,540,295
Total Liabilities	$0
Net Assets	$37,540,295

Compensation

Key Employees and Officers	Compensation	Other
Deutsche Bank Trust Company (Trustee)	$42,496	$0
Nick Alworth (Co Trustee)	$21,635	$0

990-PF

Filed on Nov. 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$2,715,126

Expenses

$1,788,963

Net Income

$926,163

Net Assets

$37,074,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$713,034	26.3%
Sales of Assets	$1,972,713	72.7%
Other Income	$29,379	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,722,546	96.3%
Compensation of Officers*	$66,052	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,074,338
Total Liabilities	$0
Net Assets	$37,074,338

Compensation

Key Employees and Officers	Compensation	Other
Deutsche Bank Trust Company (Trustee)	$44,035	$0
Nick Alworth (Co Trustee)	$22,017	$0

990-PF

Filed on Nov. 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$1,755,741

Expenses

$2,078,140

Net Income

-$322,399

Net Assets

$35,715,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$612,241	34.9%
Sales of Assets	$1,143,500	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,944,090	93.5%
Compensation of Officers*	$51,131	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,715,982
Total Liabilities	$0
Net Assets	$35,715,982

Compensation

Key Employees and Officers	Compensation	Other
Deutsche Bank Trust Company (Trustee)	$34,087	$0
Nick Alworth (Co Trustee)	$17,044	$0

990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$4,514,073

Expenses

$1,627,513

Net Income

$2,886,560

Net Assets

$36,357,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$851,884	18.9%
Sales of Assets	$3,662,189	81.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,536,947	94.4%
Compensation of Officers*	$57,214	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,357,303
Total Liabilities	$0
Net Assets	$36,357,303

Compensation

Key Employees and Officers	Compensation	Other
Deutsche Bank Trust Company (Trustee)	$38,232	$0
Nick Alworth (Co Trustee)	$18,982	$0

990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$3,169,997

Expenses

$1,958,560

Net Income

$1,211,437

Net Assets

$33,230,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$622,964	19.7%
Sales of Assets	$2,547,033	80.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,887,316	96.4%
Compensation of Officers*	$53,290	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,230,225
Total Liabilities	$1
Net Assets	$33,230,224

Compensation

Key Employees and Officers	Compensation	Other
Deutsche Bank Trust Company Na (Trustee)	$35,527	$0
Nick Alworth (Co Trustee)	$17,763	$0

990-PF

Filed on Nov. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$2,148,722

Expenses

$1,741,862

Net Income

$406,860

Net Assets

$32,291,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$689,110	32.1%
Sales of Assets	$1,459,612	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,602,930	92.0%
Compensation of Officers*	$62,326	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,291,394
Total Liabilities	$1
Net Assets	$32,291,393

Compensation

Key Employees and Officers	Compensation	Other
Deutsche Bank Trust Company Na (Trustee)	$41,551	$0
Nick Alworth (Co Trustee)	$20,775	$0

990-PF

Filed on Nov. 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$1,338,607

Expenses

$1,510,639

Net Income

-$172,032

Net Assets

$29,902,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$680,544	50.8%
Dividends	$0
Sales of Assets	$658,317	49.2%
Other Income	-$254

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,451,045	96.1%
Compensation of Officers*	$70,433	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,902,063
Total Liabilities	$0
Net Assets	$29,902,063

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2015

Revenue

$2,415,418

Expenses

$1,599,058

Net Income

$816,360

Net Assets

$29,970,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,146,613	47.5%
Sales of Assets	$1,265,861	52.4%
Other Income	$2,944	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,513,414	94.6%
Compensation of Officers*	$76,834	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,970,057
Total Liabilities	$0
Net Assets	$29,970,057

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending June
2014

Revenue

$2,116,334

Expenses

$1,450,173

Net Income

$666,161

Net Assets

$29,145,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$694,345	32.8%
Sales of Assets	$1,423,725	67.3%
Other Income	-$1,736

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,344,652	92.7%
Compensation of Officers*	$59,313	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,145,125
Total Liabilities	$0
Net Assets	$29,145,125

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$1,805,202

Expenses

$1,358,407

Net Income

$446,795

Net Assets

$28,387,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$647,707	35.9%
Sales of Assets	$1,100,872	61.0%
Other Income	$56,623	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,288,475	94.9%
Compensation of Officers*	$56,950	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,387,401
Total Liabilities	$0
Net Assets	$28,387,401

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$1,454,637

Expenses

$1,270,394

Net Income

$184,243

Net Assets

$28,013,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$653,965	45.0%
Sales of Assets	$596,846	41.0%
Other Income	$203,826	14.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,207,769	95.1%
Compensation of Officers*	$55,346	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,013,091
Total Liabilities	$0
Net Assets	$28,013,091

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$1,654,866

Expenses

$1,282,261

Net Income

$372,605

Net Assets

$27,996,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$618,560	37.4%
Sales of Assets	$907,152	54.8%
Other Income	$129,154	7.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,238,543	96.6%
Compensation of Officers*	$54,326	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,996,898
Total Liabilities	$0
Net Assets	$27,996,898

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated January 26, 2026

Marshall Alworth Tr Fbo Marshall & Nellie Alworth

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.69M (2025)

Expenses $2.14M (2025)

Total Assets $37.5M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Revenue

$2.69M (2025)

Expenses

$2.14M (2025)

Total Assets

$37.5M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002