Marion N Lamont Tr 1 Uw

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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

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 Feb.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,743
Expenses
$25,048
Net Income
$16,695
Net Assets
$432,285
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,406
29.7%
Sales of Assets $29,337
70.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,993
79.8%
Compensation of Officers* $5,732
22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $432,285
Total Liabilities $0
Net Assets $432,285
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $5,732 $0

Document Links

Fiscal Year Ending Feb.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,734
Expenses
$32,681
Net Income
-$16,947
Net Assets
$412,830
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,118
70.7%
Sales of Assets $3,482
22.1%
Other Income $1,134
7.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,206
86.3%
Compensation of Officers* $5,167
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $412,830
Total Liabilities $0
Net Assets $412,830
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $5,167 $0

Document Links

Fiscal Year Ending Feb.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$7,823
Expenses
$31,786
Net Income
-$39,609
Net Assets
$431,509
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,886
Sales of Assets -$16,709
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,341
79.7%
Compensation of Officers* $5,213
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $431,509
Total Liabilities $0
Net Assets $431,509
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $5,213 $0

Document Links

Fiscal Year Ending Feb.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,123
Expenses
$31,030
Net Income
$65,093
Net Assets
$470,370
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,470
9.9%
Sales of Assets $86,653
90.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,547
82.3%
Compensation of Officers* $6,160
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 $470,370
Total Liabilities $0
Net Assets $470,370
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $6,160 $0

Document Links

Fiscal Year Ending Feb.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,168
Expenses
$27,413
Net Income
$4,755
Net Assets
$443,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,693
23.9%
Sales of Assets $24,475
76.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,801
79.5%
Compensation of Officers* $5,714
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $443,843
Total Liabilities $1
Net Assets $443,842
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $5,714 $0

Document Links

Fiscal Year Ending Feb.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,981
Expenses
$26,307
Net Income
$7,674
Net Assets
$401,760
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,261
30.2%
Sales of Assets $23,272
68.5%
Other Income $448
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,044
80.0%
Compensation of Officers* $6,963
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $401,761
Total Liabilities $1
Net Assets $401,760
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,963 $0

Document Links

Fiscal Year Ending Feb.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,541
Expenses
$29,058
Net Income
-$7,517
Net Assets
$393,821
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,831
41.0%
Sales of Assets $12,710
59.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,662
78.0%
Compensation of Officers* $6,925
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $393,821
Total Liabilities $0
Net Assets $393,821
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,925 $0

Document Links

Fiscal Year Ending Feb.
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 Feb.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,270
Expenses
$24,227
Net Income
-$5,957
Net Assets
$393,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,555
46.8%
Sales of Assets $9,705
53.1%
Other Income $10
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,896
78.0%
Compensation of Officers* $6,939
28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $393,692
Total Liabilities $0
Net Assets $393,692
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,939 $0

Document Links

Fiscal Year Ending Feb.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,518
Expenses
$26,732
Net Income
-$21,214
Net Assets
$394,820
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,907
> 100%
Sales of Assets -$4,539
Other Income $150
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,168
82.9%
Compensation of Officers* $6,945
26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $394,820
Total Liabilities $0
Net Assets $394,820
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $6,945 $0

Document Links

Fiscal Year Ending Feb.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,139
Expenses
$26,419
Net Income
-$10,280
Net Assets
$414,187
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,150
56.7%
Sales of Assets $6,989
43.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,605
81.8%
Compensation of Officers* $7,080
26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $414,187
Total Liabilities $0
Net Assets $414,187

Document Links

Fiscal Year Ending Feb.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,480
Expenses
$24,469
Net Income
-$989
Net Assets
$421,829
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,763
41.6%
Sales of Assets $13,787
58.7%
Other Income -$70
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,326
79.0%
Compensation of Officers* $7,122
29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $421,829
Total Liabilities $0
Net Assets $421,829

Document Links

Fiscal Year Ending Feb.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,529
Expenses
$24,372
Net Income
$6,157
Net Assets
$419,352
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,357
27.4%
Sales of Assets $20,993
68.8%
Other Income $1,179
3.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,798
81.2%
Compensation of Officers* $7,503
30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $419,352
Total Liabilities $0
Net Assets $419,352

Document Links

Fiscal Year Ending Feb.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,977
Expenses
$30,970
Net Income
$9,007
Net Assets
$411,622
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,279
33.2%
Sales of Assets $26,698
66.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,083
77.8%
Compensation of Officers* $5,858
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $411,622
Total Liabilities $0
Net Assets $411,622

Document Links

Fiscal Year Ending Feb.
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

Fiscal Year Ending Feb.
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 Feb.
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 Feb.
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.

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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