Nonprofit · EIN 38-1204856
MANTHEI CHARITABLE TRUST
Tax-exempt · CHARLEVOIX, MI 49720
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $342,718 | $310,148 | $32,570 | $139,129 | $0 | $139,129 |
| December 31, 2024 | 990-PF | $10,367 | $25,182 | -$14,815 | $106,559 | $0 | $106,559 |
| December 31, 2023 | 990-PF | $70,081 | $3,474 | $66,607 | $121,374 | $0 | $121,374 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,956
- Interest
- $23
- Net gain from sales of assets
- $339,339
- Other income
- $400
Expenses
- Grants and similar amounts paid
- $304,370
- Disbursements for charitable purposes
- $304,370
- Excise tax on investment income
- $4,758
Balance sheet and other
- Total assets, start of year
- $106,559
- Total assets, end of year
- $139,129
- Total liabilities, end of year
- $0
- Net assets, end of year
- $139,129
- Fair market value of assets
- $217,221
- Qualifying distributions
- $304,370
- Net investment income
- $342,718
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MANTHEI 05481 US 31 SOUTH, CHARLEVOIX, MI 49720 | TRUSTEE | 0.25 | $0 |
| TIM MANTHEI 05481 US 31 SOUTH, CHARLEVOIX, MI 49720 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MANTHEI 05481 US 31 SOUTH, CHARLEVOIX, MI 49720 | TRUSTEE | 0.25 | $0 |
| TIM MANTHEI 05481 US 31 SOUTH, CHARLEVOIX, MI 49720 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MANTHEI 05481 US 31 SOUTH, CHARLEVOIX, MI 49720 | TRUSTEE | 0.25 | $0 |
| TIM MANTHEI 05481 US 31 SOUTH, CHARLEVOIX, MI 49720 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 05481 US 31 SOUTH, CHARLEVOIX, MI 49720-8919
- In care of
- % THEODORE MANTHEI
- Signed the 990-PF
- MARK MANTHEI, TRUSTEE
- Phone
- (231) 347-4672
- Return prepared by
- UHY ADVISORS GREAT LAKES INC
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 | 990-PF 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
- 38-1204856
- 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
- 1960
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $139,129
- Income (IRS master file)
- $400,826
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $342,718 | $310,148 | $139,129 | XML |
| 990-PF | December 2024 | $10,367 | $25,182 | $106,559 | XML |
| 990-PF | December 2023 | $70,081 | $3,474 | $121,374 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 38-1204856).
Questions about MANTHEI CHARITABLE TRUST
- What is the EIN of MANTHEI CHARITABLE TRUST?
- The employer identification number (EIN) of MANTHEI CHARITABLE TRUST is 38-1204856.
- Is MANTHEI CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to MANTHEI CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MANTHEI CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MANTHEI CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MANTHEI CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MANTHEI CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MANTHEI CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $342,718, expenses of $310,148 and total assets of $139,129 at year end.
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