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Nonprofit · EIN 38-2715461

MYER & LOIS FRANKLIN CHARITABLE TR

Tax-exempt · JACKSON, MI 49201

Financials

$27K$377K2023$405K$348K2024$442K$363K2025
Revenue Expenses · by fiscal year end
Financials of MYER & LOIS FRANKLIN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$441,506$363,135$78,371$6,080,052$0$6,080,052
December 31, 2024990-PF$404,881$347,770$57,111$6,001,681$0$6,001,681
December 31, 2023990-PF$27,313$377,255-$349,942$5,944,570$0$5,944,570
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$153,227
Interest
$72,991
Net gain from sales of assets
$215,288

Expenses

Grants and similar amounts paid
$314,000
Disbursements for charitable purposes
$318,065
Excise tax on investment income
$4,529

Balance sheet and other

Total assets, start of year
$6,001,681
Total assets, end of year
$6,080,052
Total liabilities, end of year
$0
Net assets, end of year
$6,080,052
Fair market value of assets
$7,299,484
Qualifying distributions
$318,065
Net investment income
$368,515

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.

NameTitleHours / weekCompensation
DEBORAH MARSHALL
4250 HORTON ROAD, 4250 HORTON ROAD, JACKSON, MI 49201
TRUSTEE0$0
RAE M KNOLL
4520 EAGLE DR, 4520 EAGLE DR, JACKSON, MI 49201
TRUSTEE0$0
JAMES MARSHALL
P O BOX 947, P O BOX 907, SHELTER ISLAND, NY 11964
TRUSTEE0$0
MICHAEL KNOLL
P O BOX 1322, P O BOX 1322, CRUSTED BUTTE, CO 81224
TRUSTEE0$0
KRISTEN SCHILLING
1828 WANDERING CREEK DR, 1828 WANDERING CREEK DR, JACKSON, MI 49201
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
DEBORAH MARSHALL
4250 HORTON ROAD, 4250 HORTON ROAD, JACKSON, MI 49201
TRUSTEE0$0
RAE M KNOLL
4520 EAGLE DR, 4520 EAGLE DR, JACKSON, MI 49201
TRUSTEE0$0
JAMES MARSHALL
P O BOX 947, P O BOX 907, SHELTER ISLAND, NY 11964
TRUSTEE0$0
MICHAEL KNOLL
P O BOX 1322, P O BOX 1322, CRUSTED BUTTE, CO 81224
TRUSTEE0$0
KRISTEN SCHILLING
1828 WANDERING CREEK DR, 1828 WANDERING CREEK DR, JACKSON, MI 49201
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DEBORAH MARSHALL
4250 HORTON ROAD, 4250 HORTON ROAD, JACKSON, MI 49201
TRUSTEE0$0
RAE M KNOLL
4520 EAGLE DR, 4520 EAGLE DR, JACKSON, MI 49201
TRUSTEE0$0
JAMES MARSHALL
P O BOX 947, P O BOX 907, SHELTER ISLAND, NY 11964
TRUSTEE0$0
MICHAEL KNOLL
P O BOX 1322, P O BOX 1322, CRUSTED BUTTE, CO 81224
TRUSTEE0$0
KRISTEN SCHILLING
1828 WANDERING CREEK DR, 1828 WANDERING CREEK DR, JACKSON, MI 49201
TRUSTEE0$0

Address and contacts

Address (IRS master file)
4250 HORTON RD, JACKSON, MI 49201-9725
Signed the 990-PF
RAE M KNOLL, TRUSTEE
Phone
(517) 563-8519
Return prepared by
WILLIS & JURASEK PC CPAS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-2715461
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,080,052
Income (IRS master file)
$1,714,690

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$441,506$363,135$6,080,052XML
990-PFDecember 2024$404,881$347,770$6,001,681XML
990-PFDecember 2023$27,313$377,255$5,944,570XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 38-2715461).

Questions about MYER & LOIS FRANKLIN CHARITABLE TR

What is the EIN of MYER & LOIS FRANKLIN CHARITABLE TR?
The employer identification number (EIN) of MYER & LOIS FRANKLIN CHARITABLE TR is 38-2715461.
Is MYER & LOIS FRANKLIN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to MYER & LOIS FRANKLIN CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MYER & LOIS FRANKLIN CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MYER & LOIS FRANKLIN CHARITABLE TR 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 MYER & LOIS FRANKLIN CHARITABLE TR 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 MYER & LOIS FRANKLIN CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does MYER & LOIS FRANKLIN CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $441,506, expenses of $363,135 and total assets of $6,080,052 at year end.

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