John L Harrell & Margarett T Harrell Charitable Tr
Only null% goes to programs Strong reserves Declining revenue
John L Harrell & Margarett T Harrell Charitable Tr is a 501(c)(3) organization based in Winchester, Virginia, registered in 2015, with $110,418 in FY2024 revenue. CharityIndex grades it D.
1835 Valley Ave, Winchester, VA, 22601 EIN 61-6524089 Since 2015
Revenue (FY2024)
$110K
▼ 8.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$165K
Net assets
$1.4M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for John L Harrell & Margarett T Harrell Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating105 mo reserves · -50% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For John L Harrell & Margarett T Harrell Charitable Tr: 105 mo reserves · -50% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for John L Harrell & Margarett T Harrell Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For John L Harrell & Margarett T Harrell Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1835 Valley Ave, Winchester, VA, 22601
- City
- Winchester
- State
- Virginia
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $2.1M (FY2015) to $110K (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.4M
Operating margin
-49.8%
Spent more than it raised in the latest fiscal year.
Total assets
$1.4M
Total liabilities
$0
Net assets
$1.4M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $110,418▼8.6% | $165,457▲2.1% | $1,441,096▼3.7% | $1,441,096▼3.7% | 990PF |
| 2023 | $120,805▲57.3% | $162,099▼2.9% | $1,496,135▼2.7% | $1,496,135▼2.7% | 990PF |
| 2022 | $76,803▼59.3% | $166,856▲1.4% | $1,537,429▼5.5% | $1,537,429▼5.5% | 990PF |
| 2021 | $188,608▲530% | $164,561▲10.8% | $1,627,482▲1.5% | $1,627,482▲1.5% | 990PF |
| 2020 | $29,927▼78.2% | $148,539▲10.6% | $1,603,435▼6.9% | $1,603,435▼6.9% | 990PF |
| 2019 | $137,209▲144% | $134,301▲0.5% | $1,722,047▲0.2% | $1,722,047▲0.2% | 990PF |
| 2018 | $56,175▼13.2% | $133,686▲6.6% | $1,719,139▼4.3% | $1,719,139▼4.3% | 990PF |
| 2017 | $64,726▲364% | $125,427▲0.1% | $1,796,650▼3.3% | $1,796,650▼3.3% | 990PF |
| 2016 | $13,959▼99.3% | $125,346▲2.5% | $1,857,351▼5.7% | $1,857,351▼5.7% | 990PF |
| 2015 | $2,090,997 | $122,259 | $1,968,738 | $1,968,738 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is John L Harrell & Margarett T Harrell Charitable Tr a legitimate nonprofit?
- Yes. John L Harrell & Margarett T Harrell Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 61-6524089, based in Winchester, Virginia. Donations are tax-deductible.
- What is John L Harrell & Margarett T Harrell Charitable Tr's EIN?
- John L Harrell & Margarett T Harrell Charitable Tr's Employer Identification Number (EIN) is 61-6524089.
- How much revenue does John L Harrell & Margarett T Harrell Charitable Tr report?
- John L Harrell & Margarett T Harrell Charitable Tr reported $110,418 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does John L Harrell & Margarett T Harrell Charitable Tr have?
- CharityIndex grades John L Harrell & Margarett T Harrell Charitable Tr D, based on financial health (reserves and operating margin).
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Data for John L Harrell & Margarett T Harrell Charitable Tr (EIN 61-6524089) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.