Civic Intelligence

Bertlyn Bosley Irrv Trust

EIN 31-6382164 • 501(c)3 • Marietta, OH

Profile

To provide support for the operation and maintenance of "the castle", an historic building owned by the betsey mills and operated as a civic and historical enterprise for the public in general

138 Putnam StreetMarietta, OH 45750

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$21,976

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

3.1%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

93%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,865,754

Up $55,619 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,865,754

Up $55,619 (+3.1%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin84th percentile

Revenue

Up

$149,418

Up $71,825 (+93%) from 2023

Expenses

Up

$93,354

Up $9,622 (+11%) from 2023

Net Income

Up

$56,064

Up $62,203 (+1013%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,207,929Liabilities 2011: $0Net Assets 2011: $1,207,9292011Assets 2012: $1,222,121Liabilities 2012: $0Net Assets 2012: $1,222,1212012Assets 2013: $1,293,260Liabilities 2013: $0Net Assets 2013: $1,293,2602013Assets 2014: $1,394,800Liabilities 2014: $0Net Assets 2014: $1,394,8002014Assets 2015: $1,432,081Liabilities 2015: $0Net Assets 2015: $1,432,0812015Assets 2016: $1,540,514Liabilities 2016: $0Net Assets 2016: $1,540,5142016Assets 2017: $1,592,073Liabilities 2017: $0Net Assets 2017: $1,592,0732017Assets 2018: $1,602,584Liabilities 2018: $0Net Assets 2018: $1,602,5842018Assets 2019: $1,623,141Liabilities 2019: $0Net Assets 2019: $1,623,1412019Assets 2020: $1,617,457Liabilities 2020: $0Net Assets 2020: $1,617,4572020Assets 2021: $1,831,453Liabilities 2021: $0Net Assets 2021: $1,831,4532021Assets 2022: $1,823,174Liabilities 2022: $0Net Assets 2022: $1,823,1742022Assets 2023: $1,810,135Liabilities 2023: $0Net Assets 2023: $1,810,1352023Assets 2024: $1,865,754Liabilities 2024: $0Net Assets 2024: $1,865,7542024

Highlighted filing

2024

Assets$1,865,754
Liabilities$0
Net Assets$1,865,754
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $75,4122011Expenses 2012: $68,7232012Revenue 2013: $136,313Expenses 2013: $65,174Net Income 2013: $71,1392013Revenue 2014: $170,029Expenses 2014: $68,489Net Income 2014: $101,5402014Revenue 2015: $95,671Expenses 2015: $73,824Net Income 2015: $21,8472015Revenue 2016: $163,859Expenses 2016: $55,726Net Income 2016: $108,1332016Revenue 2017: $102,765Expenses 2017: $50,739Net Income 2017: $52,0262017Revenue 2018: $95,473Expenses 2018: $84,911Net Income 2018: $10,5622018Revenue 2019: $102,214Expenses 2019: $82,040Net Income 2019: $20,1742019Revenue 2020: $78,421Expenses 2020: $84,614Net Income 2020: -$6,1932020Revenue 2021: $311,281Expenses 2021: $97,052Net Income 2021: $214,2292021Revenue 2022: $92,595Expenses 2022: $100,624Net Income 2022: -$8,0292022Revenue 2023: $77,593Expenses 2023: $83,732Net Income 2023: -$6,1392023Revenue 2024: $149,418Expenses 2024: $93,354Net Income 2024: $56,0642024

Highlighted filing

2024

Revenue$149,418
Expenses$93,354
Net Income$56,064
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,865,754
Liabilities
$0
Net assets
$1,865,754
Revenue
$149,418
Expenses
$93,354
Net income
$56,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.15$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.08$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.09$0.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.31$0.10$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.08$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.16$0.06$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.17$0.07$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.14$0.07$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$570,419
Mission and Program Overview

Mission

To provide support for the operation and maintenance of "the castle", an historic building owned by the betsey mills and operated as a civic and historical enterprise for the public in general

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,713,040$1,807,776▲ $94,736
Savings and Temporary Cash Investments$97,095$57,978▼ $39,117
Total Assets$1,810,135$1,865,754▲ $55,619
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,810,135$1,865,754▲ $55,619
Total Net Assets Fund Balance$1,810,135$1,865,754▲ $55,619
Total Liabilities and Net Assets / Fund Balance$1,810,135$1,865,754▲ $55,619
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Peoples BankTrustee$21,976$21,976
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$149,418
Other Revenue
$0
Change in Net Assets
$56,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,842
Salaries, Compensation, and Employee Benefits$21,976
Other Expenses$1,536
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$69,842--$69,842
Current Officers, Directors, Trustees, and Key Employees$10,988$10,988-$21,976
Fees for Services Accounting$534$534-$1,068
Other Expenses-$36-$36
Total Functional Expenses$81,364$11,990$0$93,354
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Betsey Mills CorporationMarietta, OH501(c)(3)SUPPORT OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OHIO$69,842
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The trust is a supporting organizaion of the betsey mills corporation for the operation and maintenance of "the castle". The trust does not have a governing body outside of the trustees. There are no board meetings to document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The trust is a supporting organizaion of the betsey mills corporation for the operation and maintenance of "the castle". The trust does not have a governing body outside of the trustees and there are no special committees.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trust is a supporting organizaion of the betsey mills corporation for the operation and maintenance of "the castle". The trust does not have a governing body outside of the trustees. The trustees review the form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“All books and records of this corporation may be inspected at its principal place of business by the public for any proper purpose, at any reasonable time on written demand under oath stating the purpose of the inspection.”

Filing and Contact Details

Filer

Filer Name
Bertlyn Bosley Irrv Trust
EIN
31-6382164
Phone
7403747113
Address
138 PUTNAM STREET, MARIETTA, OH 45750

Signing Officer

Name
Laura Meadows
Title
Officer
Phone
7403747113
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Meadows
Formed
1985
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“NET PRE/POST YEAR INCOME -$443.05: Mutual fund timing -4.20: -$8.15”

Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Peoples Bank Trustee
IRS990/BooksInCareOfDetail/PhoneNum07403746154
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0138 Putnam Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Marietta
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt021976
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
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IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYTotalRevenueAmt0149418
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt069842
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0534
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IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0PEOPLES BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt021976
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IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt094894
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt069842
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt069842
IRS990/GrantsToDomesticOrgsGrp/TotalAmt069842
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0515895
IRS990/GrossReceiptsAmt0570419
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt054524
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054524
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01713040
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01807776
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0421001
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01810135
IRS990/NetAssetsOrFundBalancesEOYAmt01865754
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt094894
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt094894
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01810135
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01865754
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-445
IRS990/OtherExpensesGrp/Desc0OHIO AG FILING FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX ON QUALIFIED DIVIDENDS
IRS990/OtherExpensesGrp/Desc2FOREIGN TAX ON NONQUALIFIED DIVIDEN
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IRS990/PartialLiquidationInd0false
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IRS990/PrincipalOfficerNm0LAURA MEADOWS
IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustee maintains a close and continuous relationship with the organization by keeping them advised of the investments and income by providing quarterly bank statements.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in directing the use of the organization's income.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The organization is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trust's governing instrument to be used only in accordance with the governing instrument.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Per the terms of the Trust document, the Trust is required to pay out all income on at least a quarterly basis. The Trust has always satisfied this requirement. Per the Trust document, the Trustee only has the discretion to distribute principal as needed by the supported organization in a documented need.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Historically, the supported organization has not requested, or demonstrated a need, for any principal distributions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5The Trustee has made changes to their procedure to distribute funds to the supported organization. In order to meet the IRS distribution requirements, the Trust will begin distributing an amount of Principal annually, to satisfy the requirements to maintain the status as a supporting organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A-Part IV Sec D line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A-Part IV Sec D line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A-Part V Sec D line 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Schedule A-Part V Sec E line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Schedule A-Part V Sec E line 2 (cont.)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Schedule A-Part V Sec E line 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02311352
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02039656
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt061864
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt067767
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02249488
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01971889
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt034670
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt030595
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02276682
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02009061
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt079684
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt070317
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02311352
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02039656
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt079684
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt070317
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0314379428
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt069842
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BETSEY MILLS CORPORATION-THE CASTLE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt069842
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt069842
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OHIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BETSEY MILLS CORPORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0314379428
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 FOURTH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARIETTA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045750
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NAME OF ORGANIZATION OR GOVERNMENT: BETSEY MILLS CORPORATION (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OH OWNED BY THE BETSEY MILLS CORPORATION
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE SOLE PURPOSE IS TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OHIO OWNED BY THE BETSEY MILLS CORPORATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 1, COLUMN (H)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS A SUPPORTING ORGANIZAION OF THE BETSEY MILLS CORPORATION FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE". THE TRUST DOES NOT HAVE A GOVERNING BODY OUTSIDE OF THE TRUSTEES. THERE ARE NO BOARD MEETINGS TO DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST IS A SUPPORTING ORGANIZAION OF THE BETSEY MILLS CORPORATION FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE". THE TRUST DOES NOT HAVE A GOVERNING BODY OUTSIDE OF THE TRUSTEES AND THERE ARE NO SPECIAL COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST IS A SUPPORTING ORGANIZAION OF THE BETSEY MILLS CORPORATION FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE". THE TRUST DOES NOT HAVE A GOVERNING BODY OUTSIDE OF THE TRUSTEES. THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOOKS AND RECORDS OF THIS CORPORATION MAY BE INSPECTED AT ITS PRINCIPAL PLACE OF BUSINESS BY THE PUBLIC FOR ANY PROPER PURPOSE, AT ANY REASONABLE TIME ON WRITTEN DEMAND UNDER OATH STATING THE PURPOSE OF THE INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET PRE/POST YEAR INCOME -$443.05: Mutual fund timing -4.20: -$8.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01810135
IRS990/TotalAssetsEOYAmt01865754
IRS990/TotalAssetsGrp/BOYAmt01810135
IRS990/TotalAssetsGrp/EOYAmt01865754
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011990
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081364
IRS990/TotalFunctionalExpensesGrp/TotalAmt093354
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01810135
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01865754
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt069842
IRS990/TotalReportableCompFromOrgAmt021976
IRS990/TotalRevenueGrp/ExclusionAmt0149418
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0149418
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01810135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01865754
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0138 PUTNAM STREET
IRS990/USAddress/CityNm0MARIETTA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045750
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA MEADOWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07403747113
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTLYN BOSLEY IRRV TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOSL
ReturnHeader/Filer/EIN0316382164
ReturnHeader/Filer/PhoneNum07403747113
ReturnHeader/Filer/USAddress/AddressLine1Txt0138 PUTNAM STREET
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045750
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327290
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02025-05-12T14:01:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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