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Martha Lockhart Mason Trust 2607

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$62.1k (2024)

Expenses
$59.5k (2024)

Total Assets
$1.04M (2024)

Total Liabilities
$0 (2024)

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
$62,141
Expenses
$59,450
Net Income
$2,691
Net Assets
$1,039,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,387
45.7%
Sales of Assets $33,754
54.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,194
82.7%
Compensation of Officers* $7,513
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,039,010
Total Liabilities $0
Net Assets $1,039,010
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $7,513 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$161,406
Expenses
$55,154
Net Income
$106,252
Net Assets
$1,036,746
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,984
16.7%
Sales of Assets $134,422
83.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,430
93.2%
Compensation of Officers* $6,750
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,036,746
Total Liabilities $0
Net Assets $1,036,746
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $6,750 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,719
Expenses
$56,544
Net Income
-$17,825
Net Assets
$932,128
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,356
50.0%
Sales of Assets $18,745
48.4%
Other Income $618
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,376
92.6%
Compensation of Officers* $7,060
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $932,128
Total Liabilities $0
Net Assets $932,128
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $7,060 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,413
Expenses
$51,485
Net Income
$14,928
Net Assets
$947,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,316
33.6%
Sales of Assets $44,097
66.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,939
87.3%
Compensation of Officers* $7,774
15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $947,969
Total Liabilities $0
Net Assets $947,969
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $7,774 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$141,785
Expenses
$47,912
Net Income
$93,873
Net Assets
$929,261
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,942
13.4%
Sales of Assets $122,843
86.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,720
89.2%
Compensation of Officers* $6,616
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 $929,262
Total Liabilities $1
Net Assets $929,261
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $6,616 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$71,797
Expenses
$45,062
Net Income
$26,735
Net Assets
$841,232
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,269
29.6%
Sales of Assets $50,528
70.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,462
89.8%
Compensation of Officers* $6,252
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $841,233
Total Liabilities $1
Net Assets $841,232
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $6,252 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,756
Expenses
$45,631
Net Income
$20,125
Net Assets
$814,499
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,295
27.8%
Sales of Assets $47,461
72.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,533
88.8%
Compensation of Officers* $6,274
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $814,499
Total Liabilities $0
Net Assets $814,499
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $6,274 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,181
Expenses
$47,223
Net Income
$12,958
Net Assets
$794,386
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,780
27.9%
Sales of Assets $43,145
71.7%
Other Income $256
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,896
93.0%
Compensation of Officers* $5,931
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $794,386
Total Liabilities $0
Net Assets $794,386
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $5,931 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,873
Expenses
$47,340
Net Income
$1,533
Net Assets
$781,421
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,652
32.0%
Sales of Assets $32,845
67.2%
Other Income $376
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,931
92.8%
Compensation of Officers* $5,454
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $781,421
Total Liabilities $0
Net Assets $781,421
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $5,454 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,745
Expenses
$48,437
Net Income
$1,308
Net Assets
$779,897
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,743
27.6%
Sales of Assets $36,002
72.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,430
89.7%
Compensation of Officers* $5,659
11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $779,897
Total Liabilities $0
Net Assets $779,897
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $5,659 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,840
Expenses
$47,069
Net Income
$44,771
Net Assets
$778,585
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,832
14.0%
Sales of Assets $79,008
86.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,354
90.0%
Compensation of Officers* $5,261
11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $778,585
Total Liabilities $0
Net Assets $778,585
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $5,261 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,775
Expenses
$43,365
Net Income
$30,410
Net Assets
$749,461
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.0%
Dividends $13,274
18.0%
Sales of Assets $60,492
82.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,806
94.1%
Compensation of Officers* $3,909
9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $749,461
Total Liabilities $0
Net Assets $749,461
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,909 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,511
Expenses
$41,219
Net Income
-$9,708
Net Assets
$704,205
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $14,463
45.9%
Sales of Assets $17,042
54.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,145
95.0%
Compensation of Officers* $3,093
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $704,206
Total Liabilities $1
Net Assets $704,205

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,026
Expenses
$41,952
Net Income
-$14,926
Net Assets
$713,374
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,710
54.4%
Sales of Assets $12,316
45.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,581
94.3%
Compensation of Officers* $2,204
5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $713,375
Total Liabilities $1
Net Assets $713,374

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

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.

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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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