David Meade Massie Trust

Chillicothe, OH
Tax-exempt since Aug. 1979
EIN: 31-6022292

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Revenue

$429k (2024)

Expenses

$330k (2024)

Total Assets

$4.72M (2024)

Total Liabilities

$540 (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

Revenue

$428,890

Expenses

$329,898

Net Income

$98,992

Net Assets

$4,723,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,155	0.5%
Dividends	$216,608	50.5%
Sales of Assets	$210,127	49.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$310,625	94.2%
Compensation of Officers*	$36,000	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,723,900
Total Liabilities	$540
Net Assets	$4,723,360

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$12,000	$0
Thomas M Spetnagel (Trustee)	$12,000	$0
Harry B Junk Ii (Trustee)	$12,000	$0

990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$231,877

Expenses

$323,058

Net Income

-$91,181

Net Assets

$4,624,368

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,167	0.9%
Dividends	$226,786	97.8%
Sales of Assets	$2,924	1.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,939	94.1%
Compensation of Officers*	$30,000	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,624,792
Total Liabilities	$424
Net Assets	$4,624,368

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
Harry B Junk Ii (Trustee)	$10,000	$0

990-PF

Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$473,637

Expenses

$250,014

Net Income

$223,623

Net Assets

$4,715,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,151	0.2%
Dividends	$213,883	45.2%
Sales of Assets	$258,603	54.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,642	83.9%
Compensation of Officers*	$30,000	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,715,973
Total Liabilities	$424
Net Assets	$4,715,549

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
Harry B Junk Ii (Trustee)	$10,000	$0

990-PF

Filed on May 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$221,774

Expenses

$359,452

Net Income

-$137,678

Net Assets

$4,491,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$667	0.3%
Dividends	$200,979	90.6%
Sales of Assets	$20,128	9.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$312,620	87.0%
Compensation of Officers*	$30,000	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,492,350
Total Liabilities	$424
Net Assets	$4,491,926

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
Harry B Junk Ii (Trustee)	$10,000	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$944,125

Expenses

$462,580

Net Income

$481,545

Net Assets

$4,584,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,430	0.8%
Dividends	$201,462	21.3%
Sales of Assets	$735,233	77.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$431,203	93.2%
Compensation of Officers*	$22,500	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,630,028
Total Liabilities	$45,280
Net Assets	$4,584,748

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
Harry B Junk Ii (Trustee)	$2,500	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$306,812

Expenses

$218,142

Net Income

$88,670

Net Assets

$3,915,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,001	3.3%
Dividends	$200,907	65.5%
Sales of Assets	$95,904	31.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,733	87.0%
Compensation of Officers*	$30,000	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	$4,143,740
Total Liabilities	$227,788
Net Assets	$3,915,952

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
James M Caldwell (Trustee)	$10,000	$0

990-PF

Filed on May 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$193,399

Expenses

$173,516

Net Income

$19,883

Net Assets

$3,982,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,159	5.3%
Dividends	$194,789	> 100%
Sales of Assets	-$11,549
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,166	69.3%
Compensation of Officers*	$30,000	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,054,654
Total Liabilities	$72,154
Net Assets	$3,982,500

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
James M Caldwell (Trustee)	$10,000	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$589,723

Expenses

$150,683

Net Income

$439,040

Net Assets

$4,034,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$203,634	34.5%
Sales of Assets	$386,065	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,163	77.1%
Compensation of Officers*	$30,000	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,080,171
Total Liabilities	$45,667
Net Assets	$4,034,504

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
James M Caldwell (Trustee)	$10,000	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$243,092

Expenses

$258,395

Net Income

-$15,303

Net Assets

$3,628,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$69	0.0%
Dividends	$203,267	83.6%
Sales of Assets	$39,756	16.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,457	82.6%
Compensation of Officers*	$30,000	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,641,427
Total Liabilities	$13,388
Net Assets	$3,628,039

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
James M Caldwell (Trustee)	$10,000	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$250,252

Expenses

$208,255

Net Income

$41,997

Net Assets

$3,637,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$213,099	85.2%
Sales of Assets	$36,800	14.7%
Other Income	$347	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,396	80.4%
Compensation of Officers*	$30,000	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,656,767
Total Liabilities	$18,925
Net Assets	$3,637,842

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
James M Caldwell (Trustee)	$10,000	$0

990-PF

Filed on May 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$188,127

Expenses

$476,336

Net Income

-$288,209

Net Assets

$3,599,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,200	16.1%
Dividends	$181,960	96.7%
Sales of Assets	-$24,033
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$432,524	90.8%
Compensation of Officers*	$30,000	6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,614,789
Total Liabilities	$15,444
Net Assets	$3,599,345

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
James M Caldwell (Trustee)	$10,000	$0

990-PF

Filed on May 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$228,636

Expenses

$220,745

Net Income

$7,891

Net Assets

$3,582,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,330	12.8%
Dividends	$193,576	84.7%
Sales of Assets	$303	0.1%
Other Income	$5,427	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,216	81.6%
Compensation of Officers*	$30,000	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,902,906
Total Liabilities	$320,706
Net Assets	$3,582,200

Compensation

Key Employees and Officers	Compensation	Other
Joseph P Sulzer (Trustee)	$10,000	$0
Thomas M Spetnagel (Trustee)	$10,000	$0
James M Caldwell (Trustee)	$10,000	$0

990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$249,006

Expenses

$161,192

Net Income

$87,814

Net Assets

$3,531,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$228,400	91.7%
Sales of Assets	$13,651	5.5%
Other Income	$6,941	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,368	75.9%
Compensation of Officers*	$30,000	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,895,014
Total Liabilities	$363,862
Net Assets	$3,531,152

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$256,807

Expenses

$343,642

Net Income

-$86,835

Net Assets

$3,443,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.0%
Dividends	$223,270	86.9%
Sales of Assets	$32,877	12.8%
Other Income	$624	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$305,900	89.0%
Compensation of Officers*	$30,000	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,884,950
Total Liabilities	$441,612
Net Assets	$3,443,338

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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Types of Nonprofits

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Updated January 26, 2026

David Meade Massie Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $429k (2024)

Expenses $330k (2024)

Total Assets $4.72M (2024)

Total Liabilities $540 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$429k (2024)

Expenses

$330k (2024)

Total Assets

$4.72M (2024)

Total Liabilities

$540 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2016

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2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

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2011

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