Skip to content
ProPublica Donate

Martha B Lummis Trust

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$18.1k (2024)

Expenses
$17.9k (2024)

Total Assets
$324k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,080
Expenses
$17,850
Net Income
$230
Net Assets
$324,480
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,411
52.1%
Sales of Assets $8,669
47.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,541
92.7%
Compensation of Officers* $1,350
7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $324,480
Total Liabilities $0
Net Assets $324,480
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,350 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$5,326
Expenses
$18,111
Net Income
-$23,437
Net Assets
$324,344
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,631
Sales of Assets -$14,835
Other Income $878
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,115
94.5%
Compensation of Officers* $1,158
6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $324,344
Total Liabilities $0
Net Assets $324,344
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,158 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$10,697
Expenses
$21,854
Net Income
-$32,551
Net Assets
$347,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,142
Sales of Assets -$18,839
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,788
86.0%
Compensation of Officers* $1,176
5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $347,558
Total Liabilities $0
Net Assets $347,558
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,176 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$79,452
Expenses
$18,023
Net Income
$61,429
Net Assets
$379,832
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,994
11.3%
Sales of Assets $69,533
87.5%
Other Income $925
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,925
93.9%
Compensation of Officers* $1,266
7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $379,832
Total Liabilities $0
Net Assets $379,832
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,266 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,118
Expenses
$19,712
Net Income
-$8,594
Net Assets
$318,380
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,049
72.4%
Sales of Assets $3,069
27.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,332
82.9%
Compensation of Officers* $1,161
5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $318,381
Total Liabilities $1
Net Assets $318,380
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,161 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,466
Expenses
$18,059
Net Income
$103,407
Net Assets
$327,607
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,177
6.7%
Sales of Assets $113,112
93.1%
Other Income $177
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,096
94.7%
Compensation of Officers* $1,204
6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $327,608
Total Liabilities $1
Net Assets $327,607
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,204 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,480
Expenses
$18,038
Net Income
-$3,558
Net Assets
$224,200
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,323
57.5%
Sales of Assets $6,157
42.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,560
91.8%
Compensation of Officers* $1,192
6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $224,200
Total Liabilities $0
Net Assets $224,200
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,192 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,238
Expenses
$17,596
Net Income
$5,642
Net Assets
$227,757
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,026
34.5%
Sales of Assets $15,212
65.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,660
94.7%
Compensation of Officers* $1,077
6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $227,757
Total Liabilities $0
Net Assets $227,757
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,077 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,281
Expenses
$8,077
Net Income
$204
Net Assets
$222,114
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,525
78.8%
Sales of Assets $1,566
18.9%
Other Income $190
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,187
89.0%
Compensation of Officers* $975
12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $222,114
Total Liabilities $0
Net Assets $222,114
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $975 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,817
Expenses
$11,943
Net Income
-$126
Net Assets
$221,912
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,520
55.2%
Sales of Assets $5,297
44.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,490
87.8%
Compensation of Officers* $999
8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $221,912
Total Liabilities $0
Net Assets $221,912
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $999 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,697
Expenses
$9,459
Net Income
$17,238
Net Assets
$222,038
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,723
28.9%
Sales of Assets $18,974
71.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,921
83.7%
Compensation of Officers* $966
10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $222,038
Total Liabilities $0
Net Assets $222,038

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2013

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

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 »

Get the Data

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us