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Scott & Margy Trumbull Family Foundation

  • Ottawa Hills, OH
  • Tax-exempt since July 2013
  • EIN: 45-4039439

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
$98.1k (2024)

Expenses
$314k (2024)

Total Assets
$278k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 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
$98,126
Expenses
$314,062
Net Income
-$215,936
Net Assets
$278,440
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200
0.2%
Interest Revenue $123
0.1%
Dividends $11,508
11.7%
Sales of Assets $86,295
87.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $311,425
99.2%
Compensation of Officers* $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 $278,440
Total Liabilities $0
Net Assets $278,440
Compensation
Key Employees and Officers Compensation Other
Margaret U Trumbull (President, Vp, Secretary) $0 $0
Frank D Jacobs (Assistant Secretary) $0 $0
Mark H Boss (Assistant Secretary) $0 $0

Document Links

990-PF
Filed on March 21, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$214,922
Expenses
$215,186
Net Income
-$264
Net Assets
$494,192
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $83,350
38.8%
Interest Revenue $1,771
0.8%
Dividends $13,333
6.2%
Sales of Assets $116,468
54.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $210,045
97.6%
Compensation of Officers* $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 $494,192
Total Liabilities $0
Net Assets $494,192
Compensation
Key Employees and Officers Compensation Other
Margaret U Trumbull (President, Vp, Secretary) $0 $0
Frank D Jacobs (Assistant Secretary) $0 $0
Mark H Boss (Assistant Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 7, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$136,786
Expenses
$228,980
Net Income
-$92,194
Net Assets
$494,694
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $94,249
68.9%
Interest Revenue $216
0.2%
Dividends $9,130
6.7%
Sales of Assets $33,191
24.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,800
98.2%
Compensation of Officers* $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 $494,694
Total Liabilities $0
Net Assets $494,694
Compensation
Key Employees and Officers Compensation Other
Margaret U Trumbull (President, Vp, Secretary) $0 $0
Frank D Jacobs (Assistant Secretary) $0 $0
Mark H Boss (Assistant Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,424
Expenses
$182,389
Net Income
-$108,965
Net Assets
$586,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $16,572
22.6%
Sales of Assets $51,846
70.6%
Other Income $5,000
6.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $177,470
97.3%
Compensation of Officers* $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 $586,740
Total Liabilities $0
Net Assets $586,740
Compensation
Key Employees and Officers Compensation Other
Margaret U Trumbull (President, Vp, Secretary) $0 $0
Frank D Jacobs (Assistant Secretary) $0 $0
Mark H Boss (Assistant Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,143
Expenses
$184,250
Net Income
-$160,107
Net Assets
$695,601
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,730
11.3%
Interest Revenue $168
0.7%
Dividends $17,709
73.4%
Sales of Assets $3,536
14.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,931
91.7%
Compensation of Officers* $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 $695,602
Total Liabilities $1
Net Assets $695,601
Compensation
Key Employees and Officers Compensation Other
R Scott Trumbull (Pres & Treas) $0 $0
Margaret U Trumbull (Pres, Vp, Se) $0 $0
Frank D Jacobs (Asst Sec) $0 $0
Mark H Boss (Asst Sec) $0 $0
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Document Links

990-PF
Filed on May 4, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$834,723
Expenses
$242,540
Net Income
$592,183
Net Assets
$855,915
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $450,005
53.9%
Interest Revenue $229
0.0%
Dividends $16,397
2.0%
Sales of Assets $368,092
44.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $237,492
97.9%
Compensation of Officers* $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 $855,916
Total Liabilities $1
Net Assets $855,915
Compensation
Key Employees and Officers Compensation Other
R Scott Trumbull (Pres & Treas) $0 $0
Margaret U Trumbull (Vp & Sec) $0 $0
Frank D Jacobs (Asst Sec) $0 $0
Mark H Boss (Asst Sec) $0 $0
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Document Links

990-PF
Filed on April 28, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$564,085
Expenses
$367,432
Net Income
$196,653
Net Assets
$620,016
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $292,493
51.9%
Interest Revenue $369
0.1%
Dividends $14,861
2.6%
Sales of Assets $256,362
45.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $360,825
98.2%
Compensation of Officers* $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 $620,016
Total Liabilities $0
Net Assets $620,016
Compensation
Key Employees and Officers Compensation Other
R Scott Trumbull (Pres & Treas) $0 $0
Margaret U Trumbull (Vp & Sec) $0 $0
Frank D Jacobs (Asst Sec) $0 $0
Mark H Boss (Asst Sec) $0 $0
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Document Links

990-PF
Filed on May 1, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$589,800
Expenses
$239,188
Net Income
$350,612
Net Assets
$666,466
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $302,554
51.3%
Interest Revenue $0
Dividends $12,221
2.1%
Sales of Assets $275,025
46.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $235,843
98.6%
Compensation of Officers* $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 $666,466
Total Liabilities $0
Net Assets $666,466
Compensation
Key Employees and Officers Compensation Other
R Scott Trumbull (Pres & Treas) $0 $0
Margaret U Trumbull (Vp & Sec) $0 $0
Frank D Jacobs (Asst Sec) $0 $0
Mark H Boss (Asst Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on May 9, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$468,411
Expenses
$470,434
Net Income
-$2,023
Net Assets
$567,393
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $303,068
64.7%
Interest Revenue $0
Dividends $14,809
3.2%
Sales of Assets $150,534
32.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $466,070
99.1%
Compensation of Officers* $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 $567,393
Total Liabilities $0
Net Assets $567,393
Compensation
Key Employees and Officers Compensation Other
R Scott Trumbull (Pres & Treas) $0 $0
Margaret U Trumbull (Vp & Sec) $0 $0
Frank D Jacobs (Asst Sec) $0 $0
Mark H Boss (Asst Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on May 1, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$303,614
Expenses
$371,758
Net Income
-$68,144
Net Assets
$724,417
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $148,336
48.9%
Interest Revenue $0
Dividends $22,283
7.3%
Sales of Assets $132,995
43.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $369,636
99.4%
Compensation of Officers* $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 $724,417
Total Liabilities $0
Net Assets $724,417
Compensation
Key Employees and Officers Compensation Other
R Scott Trumbull (Pres & Treas) $0 $0
Margaret U Trumbull (Vp & Sec) $0 $0
Frank D Jacobs (Asst Sec) $0 $0
Mark H Boss (Asst Sec) $0 $0
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Document Links

990-PF
Filed on Feb. 3, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,585
Expenses
$53,353
Net Income
-$15,768
Net Assets
$908,476
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,890
5.0%
Interest Revenue $0
Dividends $19,572
52.1%
Sales of Assets $16,123
42.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,090
97.6%
Compensation of Officers* $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 $908,476
Total Liabilities $0
Net Assets $908,476
Compensation
Key Employees and Officers Compensation Other
R Scott Trumbull (Pres & Treas) $0 $0
Margaret U Trumbull (Vp & Sec) $0 $0
Frank D Jacobs (Asst Sec) $0 $0
Mark H Boss (Asst Sec) $0 $0
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Document Links

990-PF
Filed on Jan. 30, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,478
Expenses
$56,882
Net Income
-$26,404
Net Assets
$923,974
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,232
20.4%
Interest Revenue $0
Dividends $12,889
42.3%
Sales of Assets $11,357
37.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,255
98.9%
Compensation of Officers* $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 $923,974
Total Liabilities $0
Net Assets $923,974
Compensation
Key Employees and Officers Compensation Other
R Scott Trumbull (Pres & Treas) $0 $0
Margaret U Trumbull (Vp & Sec) $0 $0
Frank D Jacobs (Asst Sec) $0 $0
Mark H Boss (Asst Sec) $0 $0
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Document Links

990-PF
Filed on April 29, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,894
Expenses
$52,270
Net Income
-$49,376
Net Assets
$950,646
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,090
72.2%
Interest Revenue $0
Dividends $804
27.8%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,120
99.7%
Compensation of Officers* $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 $950,646
Total Liabilities $0
Net Assets $950,646

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.
2011

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

990-PF

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

PDF

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.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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