Nonprofit · EIN 20-4873014
AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST
Also known as STEIN MICHAEL E TTEE
Tax-exempt · MEMPHIS, TN 38120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,862 | $45,572 | -$39,710 | $128,627 | $40,222 | $88,405 |
| December 31, 2023 | 990-PF | $1,614 | $10,400 | -$8,786 | $151,615 | $23,500 | $128,115 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $5,862
Expenses
- Grants and similar amounts paid
- $33,850
- Compensation of officers, directors and key employees
- $11,722
- Disbursements for charitable purposes
- $39,711
Balance sheet and other
- Total assets, start of year
- $151,615
- Total assets, end of year
- $128,627
- Total liabilities, end of year
- $40,222
- Net assets, end of year
- $88,405
- Fair market value of assets
- $128,627
- Qualifying distributions
- $39,711
- Net investment income
- $5,862
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL E STEIN 520 SUTTON PLACE, MEMPHIS, TN 38120 | TRUSTEE | 10 | $11,722 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL E STEIN 520 SUTTON PLACE, MEMPHIS, TN 38120 | TRUSTEE | 10 | $500 |
Address and contacts
- Address (IRS master file)
- 520 SUTTON PL, MEMPHIS, TN 38120-2428
- Signed the 990-PF
- MICHAEL E STEIN, TRUSTEE
- Phone
- (901) 336-8059
- Return prepared by
- WATKINS UIBERALL PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4873014
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $128,627
- Income (IRS master file)
- $5,862
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,862 | $45,572 | $128,627 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,614 | $10,400 | $151,615 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4873014).
Questions about AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST
- What is the EIN of AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST?
- The employer identification number (EIN) of AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST is 20-4873014.
- Is AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $11,722 (MICHAEL E STEIN, TRUSTEE).
- How much revenue does AUDREY E AND MICHAEL T GREHL CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,862, expenses of $45,572 and total assets of $128,627 at year end.
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All nonprofits in MEMPHIS · Tennessee · Philanthropy, voluntarism and grantmaking foundations