Nonprofit · EIN 38-6777836
ROBERT & LOTTIE CLARK CHARITABLE TR
Tax-exempt · MARQUETTE, MI 49855
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,128 | $11,740 | $11,388 | $298,740 | $0 | $298,740 |
| December 31, 2024 | 990-PF | $24,855 | $10,944 | $13,911 | $287,356 | $0 | $287,356 |
| December 31, 2023 | 990-PF | $13,549 | $11,132 | $2,417 | $273,453 | $0 | $273,453 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,611
- Interest
- $8,299
- Net gain from sales of assets
- $11,218
Expenses
- Grants and similar amounts paid
- $6,630
- Compensation of officers, directors and key employees
- $3,847
- Disbursements for charitable purposes
- $6,630
- Excise tax on investment income
- $251
Balance sheet and other
- Total assets, start of year
- $287,356
- Total assets, end of year
- $298,740
- Total liabilities, end of year
- $0
- Net assets, end of year
- $298,740
- Fair market value of assets
- $358,709
- Qualifying distributions
- $6,630
- Net investment income
- $23,128
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 |
|---|---|---|---|
| FIRST BANK UPPER MICHIGAN 1502 W WASHINGTON STREET, MARQUETTE, MI 49855 | TRUSTEE | 0.5 | $3,847 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK UPPER MICHIGAN 1502 W WASHINGTON STREET, MARQUETTE, MI 49855 | TRUSTEE | 0.5 | $3,710 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK UPPER MICHIGAN 1502 W WASHINGTON STREET, MARQUETTE, MI 49855 | TRUSTEE | 0.5 | $3,468 |
Address and contacts
- Address (IRS master file)
- FIRST BANK 1502 W WASHINGTON, MARQUETTE, MI 49855-0000
- In care of
- % NORTHERN MICHIGAN BANK & TRUST
- Signed the 990-PF
- FIRST BANK UPPER MICHIGAN, TRUSTEE
- Phone
- (906) 228-6088
- Return prepared by
- ANDREWS HOOPER PAVLIK PLC
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
- 38-6777836
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $298,740
- Income (IRS master file)
- $65,828
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,128 | $11,740 | $298,740 | IRS |
| 990-PF | December 2024 | $24,855 | $10,944 | $287,356 | IRS |
| 990-PF | December 2023 | $13,549 | $11,132 | $273,453 | 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 38-6777836).
Questions about ROBERT & LOTTIE CLARK CHARITABLE TR
- What is the EIN of ROBERT & LOTTIE CLARK CHARITABLE TR?
- The employer identification number (EIN) of ROBERT & LOTTIE CLARK CHARITABLE TR is 38-6777836.
- Is ROBERT & LOTTIE CLARK CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROBERT & LOTTIE CLARK CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT & LOTTIE CLARK CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT & LOTTIE CLARK 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 ROBERT & LOTTIE CLARK 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 ROBERT & LOTTIE CLARK CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,847 (FIRST BANK UPPER MICHIGAN, TRUSTEE).
- How much revenue does ROBERT & LOTTIE CLARK CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,128, expenses of $11,740 and total assets of $298,740 at year end.
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