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  4. John L Harrell and Margaret T Harrell Charitable Trust
EIN 61-6524089

John L Harrell and Margaret T Harrell Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Winchester
State
Virginia
Year formed
2015
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The John L Harrell and Margaret T Harrell Charitable Trust is a private foundation located in Winchester, VA. It primarily funds grantees such as Winchester Medical Center Foundation and others to advance the mission of the charitable organization. In the previous year, it made 20 grants to support its mission.
Also known as...
First Bank Trustee
Total revenues
$120,805
2023
Total expenses
$162,099
2023
Total assets
$1,496,135
2023
Num. employees
0
2023

Grants made by John L Harrell and Margaret T Harrell Charitable Trust

GranteeGrant descriptionAmount
Fremont Street NurseryAdvance the Mission of the Charitable Organization$9,000
Dr Terry Sinclair Health ClinicAdvance the Mission of the Charitable Organization$8,000
Henry and William Evans HomeAdvance the Mission of the Charitable Organization$7,000
...and 8 more grants made

Personnel at John L Harrell and Margaret T Harrell Charitable Trust

NameTitle
Justin HockmanVice President and Trust Officer
William Blakely CurtisSenior Vice President and Senior Trust Officer

Financials for John L Harrell and Margaret T Harrell Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$35,711
Net rental income$0
Net gain from sale of non-inventory assets$85,094
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$120,805

Form 990s for John L Harrell and Margaret T Harrell Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990PFView PDF
2022-122023-05-12990PFView PDF
2021-122022-05-13990PFView PDF
2020-122021-06-17990PFView PDF
2019-122020-08-25990PRView PDF
...and 5 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 3, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 29, 2023
Updated personnel
Identified 1 new personnel
October 7, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 26, 2021
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
1835 Valley Ave
Winchester, VA 22601
Metro area
Winchester, VA-WV
County
Winchester city, VA
Phone
(540) 545-7682
IRS details
EIN
61-6524089
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2015
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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