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Marguerite Clickner Charitable Tr

Fleet Investment Services

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$22.4k (2024)

Expenses
$40k (2024)

Total Assets
$611k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

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 Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,378
Expenses
$40,011
Net Income
-$17,633
Net Assets
$611,148
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,385
73.2%
Sales of Assets $4,641
20.7%
Other Income $1,352
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,191
85.5%
Compensation of Officers* $8,420
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $611,148
Total Liabilities $0
Net Assets $611,148
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $8,420 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$5,476
Expenses
$32,318
Net Income
-$37,794
Net Assets
$608,624
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,421
Sales of Assets -$18,897
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,533
82.1%
Compensation of Officers* $7,740
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $608,624
Total Liabilities $0
Net Assets $608,624
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $7,740 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$120,065
Expenses
$49,393
Net Income
$70,672
Net Assets
$635,232
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,169
11.0%
Sales of Assets $106,896
89.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,968
82.9%
Compensation of Officers* $8,464
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $635,232
Total Liabilities $0
Net Assets $635,232
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $8,464 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,833
Expenses
$40,107
Net Income
$5,726
Net Assets
$666,500
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,190
24.4%
Sales of Assets $34,643
75.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,421
80.8%
Compensation of Officers* $9,102
22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $666,500
Total Liabilities $0
Net Assets $666,500
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $9,102 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,398
Expenses
$34,505
Net Income
$17,893
Net Assets
$578,609
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,804
24.4%
Sales of Assets $39,052
74.5%
Other Income $542
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,531
85.6%
Compensation of Officers* $7,654
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $578,610
Total Liabilities $1
Net Assets $578,609
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $7,654 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,544
Expenses
$37,975
Net Income
-$1,431
Net Assets
$563,550
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,023
35.6%
Sales of Assets $23,521
64.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,506
83.0%
Compensation of Officers* $7,264
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $563,550
Total Liabilities $0
Net Assets $563,550
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $7,264 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,554
Expenses
$37,392
Net Income
$19,162
Net Assets
$571,973
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,908
19.3%
Sales of Assets $45,646
80.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,549
84.4%
Compensation of Officers* $7,672
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $571,973
Total Liabilities $0
Net Assets $571,973
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $7,672 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,710
Expenses
$33,666
Net Income
-$6,956
Net Assets
$551,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,286
46.0%
Sales of Assets $14,344
53.7%
Other Income $80
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,878
85.8%
Compensation of Officers* $7,138
21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $551,230
Total Liabilities $0
Net Assets $551,230
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $7,138 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,217
Expenses
$36,931
Net Income
-$32,714
Net Assets
$547,580
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,498
> 100%
Sales of Assets -$10,487
Other Income $206
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,232
87.3%
Compensation of Officers* $6,960
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $547,580
Total Liabilities $0
Net Assets $547,580
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,960 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,982
Expenses
$31,143
Net Income
-$12,161
Net Assets
$583,385
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,982
68.4%
Sales of Assets $6,000
31.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,439
81.7%
Compensation of Officers* $7,554
24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $583,385
Total Liabilities $0
Net Assets $583,385
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $7,554 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,811
Expenses
$36,918
Net Income
$3,893
Net Assets
$590,734
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,797
33.8%
Sales of Assets $27,014
66.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,162
84.4%
Compensation of Officers* $7,806
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $590,734
Total Liabilities $0
Net Assets $590,734
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $7,806 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,648
Expenses
$47,248
Net Income
$26,400
Net Assets
$599,407
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17,947
24.4%
Dividends $0
Sales of Assets $55,755
75.7%
Other Income -$54
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,974
88.8%
Compensation of Officers* $7,394
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $599,407
Total Liabilities $0
Net Assets $599,407

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,082
Expenses
$32,048
Net Income
$5,034
Net Assets
$575,648
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,634
42.2%
Sales of Assets $22,008
59.3%
Other Income -$560
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,193
81.7%
Compensation of Officers* $6,529
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $575,648
Total Liabilities $0
Net Assets $575,648

Document Links

Fiscal Year Ending Sept.
2011

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

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

Document Links

About 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.

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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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