Nonprofit · EIN 39-6792654
OLIVER FELTON 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 | $117,541 | $67,677 | $49,864 | $907,033 | $0 | $907,033 |
| December 31, 2024 | 990-PF | $87,126 | $64,334 | $22,792 | $857,606 | $0 | $857,606 |
| December 31, 2023 | 990-PF | $31,191 | $61,512 | -$30,321 | $834,867 | $0 | $834,867 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,406
- Interest
- $5,639
- Net gain from sales of assets
- $94,496
Expenses
- Grants and similar amounts paid
- $58,279
- Compensation of officers, directors and key employees
- $7,185
- Disbursements for charitable purposes
- $60,551
- Excise tax on investment income
- $529
Balance sheet and other
- Total assets, start of year
- $857,606
- Total assets, end of year
- $907,033
- Total liabilities, end of year
- $0
- Net assets, end of year
- $907,033
- Fair market value of assets
- $1,025,092
- Qualifying distributions
- $60,551
- Net investment income
- $44,259
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 1502 W WASHINGTON ST, MARQUETTE, MI 49855 | TRUSTEE | 1 | $7,185 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK 1502 W WASHINGTON ST, MARQUETTE, MI 49855 | TRUSTEE | 1 | $7,012 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK 1502 W WASHINGTON ST, MARQUETTE, MI 49855 | TRUSTEE | 1 | $6,502 |
Address and contacts
- Address (IRS master file)
- 1502 W WASHINGTON ST, MARQUETTE, MI 49855-3118
- In care of
- % WELLS FARGO BANK N A TTEE
- Signed the 990-PF
- FIRST BANK, TRUSTEE
- Phone
- (906) 228-6088
- Return prepared by
- ANDERSON TACKMAN & COMPANY 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
- 39-6792654
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $907,033
- Income (IRS master file)
- $593,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $117,541 | $67,677 | $907,033 | IRS |
| 990-PF | December 2024 | $87,126 | $64,334 | $857,606 | XML |
| 990-PF | December 2023 | $31,191 | $61,512 | $834,867 | 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 39-6792654).
Questions about OLIVER FELTON CHARITABLE TR
- What is the EIN of OLIVER FELTON CHARITABLE TR?
- The employer identification number (EIN) of OLIVER FELTON CHARITABLE TR is 39-6792654.
- Is OLIVER FELTON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does OLIVER FELTON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OLIVER FELTON 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 OLIVER FELTON 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 OLIVER FELTON CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,185 (FIRST BANK, TRUSTEE).
- How much revenue does OLIVER FELTON CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $117,541, expenses of $67,677 and total assets of $907,033 at year end.
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