Nonprofit · EIN 38-6662894
NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION
Also known as PLANTE MORAN WEALTH MANAGEMENT
Tax-exempt · SOUTHFIELD, MI 48037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $74,106 | $120,132 | -$46,026 | $1,215,542 | $0 | $1,215,542 |
| December 31, 2023 | 990-PF | $17,430 | $86,079 | -$68,649 | $1,253,126 | $0 | $1,253,126 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $30,664
- Net gain from sales of assets
- $43,442
Expenses
- Grants and similar amounts paid
- $90,000
- Compensation of officers, directors and key employees
- $24,950
- Disbursements for charitable purposes
- $107,318
- Excise tax on investment income
- $852
Balance sheet and other
- Total assets, start of year
- $1,253,126
- Total assets, end of year
- $1,215,542
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,215,542
- Fair market value of assets
- $1,356,922
- Qualifying distributions
- $107,318
- Net investment income
- $74,106
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 |
|---|---|---|---|
| PLANTE MORAN TRUST NA PO BOX 3910, SOUTHFIELD, MI 480373910 | TRUSTEE | 2 | $18,250 |
| MIKE VERDUN PO BOX 3910, SOUTHFIELD, MI 480373910 | CO-TRUSTEE | 1 | $6,700 |
| JUDY NOWAK 2540 WESTBROOK DR NW, GRAND RAPIDS, MI 495042345 | CO-TRUSTEE | 1 | $0 |
| GRACE VERDUN PO BOX 3910, SOUTHFIELD, MI 480373910 | CO-TRUSTEE | 1 | $0 |
| JACK VERDUN PO BOX 3910, SOUTHFIELD, MI 480373910 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PLANTE MORAN TRUST NA PO BOX 3910, SOUTHFIELD, MI 480373910 | TRUSTEE | 2 | $12,622 |
| MIKE VERDUN PO BOX 3910, SOUTHFIELD, MI 480373910 | CO-TRUSTEE | 1 | $6,950 |
| BANK OF AMERICA NA PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $2,074 |
| JUDY NOWAK 2540 WESTBROOK DR NW, GRAND RAPIDS, MI 495042345 | CO-TRUSTEE | 1 | $0 |
| GRACE VERDUN PO BOX 3910, SOUTHFIELD, MI 480373910 | CO-TRUSTEE | 1 | $0 |
| JACK VERDUN PO BOX 3910, SOUTHFIELD, MI 480373910 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3910, SOUTHFIELD, MI 48037-3910
- In care of
- % BANK OF AMERICA NA TTEE
- Signed the 990-PF
- PLANTE MORAN TRUST NA, TRUSTEE
- Phone
- (616) 643-4298
- Return prepared by
- PLANTE & MORAN 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
- 38-6662894
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $1,215,542
- Income (IRS master file)
- $473,111
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $74,106 | $120,132 | $1,215,542 | XML |
| 990-PF | December 2023 | $17,430 | $86,079 | $1,253,126 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 38-6662894).
Questions about NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION
- What is the EIN of NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION is 38-6662894.
- Is NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION 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 NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION 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 NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $18,250 (PLANTE MORAN TRUST NA, TRUSTEE).
- How much revenue does NORTH J AND FLORENCE STOCKTON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $74,106, expenses of $120,132 and total assets of $1,215,542 at year end.
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