Marion J Carter Trust

Poinciana, FL
Tax-exempt since July 1971
EIN: 02-0264010

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Type of Nonprofit

Designated as a 501(c)(4) Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Donations to this organization are not tax deductible.

Revenue

$98.2k (2023)

Expenses

$31.7k (2023)

Total Assets

$1.31M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Revenue

$98,176

Expenses

$31,697

Net Income

$66,479

Net Assets

$1,306,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$60,390	61.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$37,786	38.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,400	17.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,306,694
Total Liabilities	$0
Net Assets	$1,306,694

Compensation

Key Employees and Officers	Compensation	Related	Other
James P Howard (Trustee)	$2,700	$0	$0
Richard Mullaly (Trustee)	$2,700	$0	$0

990

Filed on March 28, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$52,981

Expenses

$43,952

Net Income

$9,029

Net Assets

$1,240,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$52,960	100.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$21	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,400	12.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,240,215
Total Liabilities	$0
Net Assets	$1,240,215

Compensation

Key Employees and Officers	Compensation	Related	Other
James P Howard (Trustee)	$2,700	$0	$0
Richard Mullaly (Trustee)	$2,700	$0	$0

990

Filed on Feb. 17, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$51,318

Expenses

$37,655

Net Income

$13,663

Net Assets

$1,231,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$51,293	100.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$25	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	11.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,231,186
Total Liabilities	$0
Net Assets	$1,231,186

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul R Boucher (Trustee)	$1,400	$0	$0
James P Howard (Trustee)	$1,400	$0	$0
Richard Mullaly (Trustee)	$1,400	$0	$0

990

Filed on April 29, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$235,495

Expenses

$38,042

Net Income

$197,453

Net Assets

$1,217,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$48,106	20.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$187,389	79.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	11.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,217,523
Total Liabilities	$0
Net Assets	$1,217,523

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul R Boucher (Trustee)	$1,400	$0	$0
James P Howard (Trustee)	$1,400	$0	$0
Richard Mullaly (Trustee)	$1,400	$0	$0

990

Filed on May 3, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$47,785

Expenses

$41,088

Net Income

$6,697

Net Assets

$1,020,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$47,785	100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	10.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,020,071
Total Liabilities	$0
Net Assets	$1,020,071

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul R Boucher (Trustee)	$1,400	$0	$0
James P Howard (Trustee)	$1,400	$0	$0
Richard Mullaly (Trustee)	$1,400	$0	$0

990

Filed on April 20, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$46,300

Expenses

$39,889

Net Income

$6,411

Net Assets

$1,013,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$46,300	100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	10.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,013,350
Total Liabilities	$0
Net Assets	$1,013,350

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul R Boucher (Trustee)	$1,400	$0	$0
James P Howard (Trustee)	$1,400	$0	$0
Richard Mullaly (Trustee)	$1,400	$0	$0

990

Filed on May 1, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$25,504

Expenses

$33,633

Net Income

-$8,129

Net Assets

$1,006,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$42,942	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$17,438
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	12.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,006,939
Total Liabilities	$0
Net Assets	$1,006,939

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul R Boucher (Trustee)	$1,400	$0	$0
James P Howard (Trustee)	$1,400	$0	$0
Richard Mullaly (Trustee)	$1,400	$0	$0

990

Filed on May 8, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$40,733

Expenses

$33,096

Net Income

$7,637

Net Assets

$1,015,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$40,733	100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	12.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,015,068
Total Liabilities	$0
Net Assets	$1,015,068

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul R Boucher (Trustee)	$1,400	$0	$0
James P Howard (Trustee)	$1,400	$0	$0
Richard Mullaly (Trustee)	$1,400	$0	$0

990

Filed on April 28, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$41,264

Expenses

$37,065

Net Income

$4,199

Net Assets

$1,007,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$41,242	99.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$22	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	11.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,007,431
Total Liabilities	$0
Net Assets	$1,007,431

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul R Boucher (Trustee)	$1,400	$0	$0
James P Howard (Trustee)	$1,400	$0	$0
Richard Mullaly (Trustee)	$1,400	$0	$0

990

Filed on April 19, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$186,052

Expenses

$43,495

Net Income

$142,557

Net Assets

$1,003,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$36,966	19.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$149,086	80.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	9.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,003,230
Total Liabilities	$0
Net Assets	$1,003,230

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul R Boucher (Trustee)	$1,400	$0	$0
James P Howard (Trustee)	$1,400	$0	$0
Richard Mullaly (Trustee)	$1,400	$0	$0

990

Filed on May 1, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$33,290

Expenses

$26,329

Net Income

$6,961

Net Assets

$860,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$33,290	100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	16.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$860,674
Total Liabilities	$0
Net Assets	$860,674

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul R Boucher (Trustee)	$1,400	$0	$0
James P Howard (Trustee)	$1,400	$0	$0
Richard Mullaly (Trustee)	$1,400	$0	$0

990

Filed on March 24, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$65,434

Expenses

$61,880

Net Income

$3,554

Net Assets

$853,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$100	0.2%
Program Services	$0
Investment Income	$31,023	47.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$34,311	52.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	6.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$853,713
Total Liabilities	$0
Net Assets	$853,713

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$27,359

Expenses

$36,780

Net Income

-$9,421

Net Assets

$850,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$100	0.4%
Program Services	$0
Investment Income	$27,224	99.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$35	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,200	11.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$850,159
Total Liabilities	$0
Net Assets	$850,159

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.

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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

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Updated June 30, 2025

Marion J Carter Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $98.2k (2023)

Expenses $31.7k (2023)

Total Assets $1.31M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$98.2k (2023)

Expenses

$31.7k (2023)

Total Assets

$1.31M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005