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Mary R Koons Charitable Trust Uw Dtd 6 17 70

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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$453k (2024)

Expenses
$509k (2024)

Total Assets
$6.46M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 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
$453,351
Expenses
$508,909
Net Income
-$55,558
Net Assets
$6,458,592
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $191,798
42.3%
Sales of Assets $240,870
53.1%
Other Income $20,683
4.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $424,870
83.5%
Compensation of Officers* $77,676
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,458,592
Total Liabilities $0
Net Assets $6,458,592
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $77,676 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$393,445
Expenses
$586,993
Net Income
-$193,548
Net Assets
$6,509,882
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $167,504
42.6%
Sales of Assets $205,249
52.2%
Other Income $20,692
5.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $517,262
88.1%
Compensation of Officers* $70,733
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 $6,509,882
Total Liabilities $0
Net Assets $6,509,882
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $70,733 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$263,488
Expenses
$540,006
Net Income
-$276,518
Net Assets
$6,704,272
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $167,012
63.4%
Sales of Assets $84,600
32.1%
Other Income $11,876
4.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $458,393
84.9%
Compensation of Officers* $72,793
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,704,272
Total Liabilities $0
Net Assets $6,704,272
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $72,793 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$598,118
Expenses
$510,420
Net Income
$87,698
Net Assets
$6,975,428
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $169,454
28.3%
Sales of Assets $428,664
71.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $429,059
84.1%
Compensation of Officers* $79,712
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 $6,975,428
Total Liabilities $0
Net Assets $6,975,428
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $79,712 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$320,192
Expenses
$499,156
Net Income
-$178,964
Net Assets
$6,900,543
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $142,468
44.5%
Sales of Assets $176,688
55.2%
Other Income $1,036
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $428,140
85.8%
Compensation of Officers* $70,726
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,900,544
Total Liabilities $1
Net Assets $6,900,543
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $70,726 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$372,623
Expenses
$495,062
Net Income
-$122,439
Net Assets
$7,076,778
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $189,065
50.7%
Sales of Assets $183,558
49.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $428,102
86.5%
Compensation of Officers* $70,460
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,076,779
Total Liabilities $1
Net Assets $7,076,778
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $70,460 $0

Document Links

Fiscal Year Ending Dec.
2018

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 Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$639,924
Expenses
$474,384
Net Income
$165,540
Net Assets
$7,387,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $211,778
33.1%
Sales of Assets $427,818
66.9%
Other Income $328
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $407,092
85.8%
Compensation of Officers* $70,922
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,387,033
Total Liabilities $0
Net Assets $7,387,033
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $70,922 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$164,835
Expenses
$499,433
Net Income
-$334,598
Net Assets
$7,233,762
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $119
0.1%
Dividends $170,696
> 100%
Sales of Assets -$6,907
Other Income $927
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $425,007
85.1%
Compensation of Officers* $68,793
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,233,762
Total Liabilities $0
Net Assets $7,233,762
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $68,793 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$482,388
Expenses
$440,559
Net Income
$41,829
Net Assets
$7,569,781
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $204,821
42.5%
Sales of Assets $276,715
57.4%
Other Income $842
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $360,186
81.8%
Compensation of Officers* $71,859
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,569,781
Total Liabilities $0
Net Assets $7,569,781
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $71,859 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$417,099
Expenses
$402,905
Net Income
$14,194
Net Assets
$7,506,664
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $223,682
53.6%
Sales of Assets $190,540
45.7%
Other Income $2,870
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $340,492
84.5%
Compensation of Officers* $73,073
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,506,664
Total Liabilities $0
Net Assets $7,506,664
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $73,073 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$296,242
Expenses
$471,731
Net Income
-$175,489
Net Assets
$7,516,591
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $199,554
67.4%
Sales of Assets $96,560
32.6%
Other Income $118
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $412,235
87.4%
Compensation of Officers* $70,041
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,516,591
Total Liabilities $0
Net Assets $7,516,591
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $70,041 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$264,928
Expenses
$355,146
Net Income
-$90,218
Net Assets
$7,693,262
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.0%
Dividends $207,818
78.4%
Sales of Assets $57,101
21.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $295,526
83.2%
Compensation of Officers* $59,104
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,693,263
Total Liabilities $1
Net Assets $7,693,262

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$373,103
Expenses
$393,888
Net Income
-$20,785
Net Assets
$7,790,282
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20
0.0%
Dividends $288,254
77.3%
Sales of Assets $84,829
22.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $345,252
87.7%
Compensation of Officers* $58,510
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,790,283
Total Liabilities $1
Net Assets $7,790,282

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

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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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • 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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