EIN 20-6112205

Margaret and Robert Fleming Trust XXX-XX-XXXX

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2017
Most recent tax filings
2023-12-01
NTEE code, primary
Description
Margaret and Robert Fleming Trust XXX-XX-XXXX is a private foundation located in Columbia, TN. It primarily funds general funds and has made three grants last year to grantees such as Zion Presbyterian Church and others.
Also known as...
Margaret Moffitt Fleming and Robert Wilson Fleming Trust
Total revenues
$104,612
2023
Total expenses
$116,912
2023
Total assets
$2,015,608
2023
Num. employees
0
2023

Grants made by Margaret and Robert Fleming Trust XXX-XX-XXXX

GranteeGrant descriptionAmount
Zion Presbyterian Church Zion RdGeneral Fund$50,450
Nashville PresbyteryGeneral Fund$25,225

Personnel at Margaret and Robert Fleming Trust XXX-XX-XXXX

NameTitle
Charlie PlunkettTrustee

Financials for Margaret and Robert Fleming Trust XXX-XX-XXXX

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$50,397
Net rental income$0
Net gain from sale of non-inventory assets$50,465
Gross sales of inventory$0
Miscellaneous revenues$3,750
Total revenues$104,612

Form 990s for Margaret and Robert Fleming Trust XXX-XX-XXXX

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-29990PFView PDF
2022-122023-05-04990PFView PDF
2021-122022-05-02990PFView PDF
2020-122021-06-21990PFView PDF
2019-122020-10-19990PRView PDF
...and 3 more Form 990s

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Virginia Gorman TrustColumbus, OH$274,104
Claremont S Jackman FoundationMadison, WI$124,270
Dunning W Gordon Char TWBrooklyn, OH$226,359
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Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 22, 2023
Received grants
Identified 1 new grant, including a grant for $2,000 from Specialized Carriers and Rigging Foundation
October 30, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
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
First Farmers Merchants Bankpo B
Columbia, TN 38402
Metro area
Nashville-Davidson--Murfreesboro--Franklin, TN
County
Maury County, TN
Phone
(931) 388-3145
IRS details
EIN
20-6112205
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2017
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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