Skip to main content

Nonprofit · EIN 42-6362101

JACOB KIRCHNER TRUST UW

Also known as MEMBERS TRUST COMPANY FSB TTEE

Tax-exempt · TAMPA, FL 33637

Financials

$23K$22K2023$26K$26K2024$37K$28K2025
Revenue Expenses · by fiscal year end
Financials of JACOB KIRCHNER TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$37,372$27,806$9,566$386,037$0$386,037
December 31, 2024990-PF$25,990$25,894$96$376,613$0$376,613
December 31, 2023990-PF$22,616$22,329$287$376,507$0$376,507
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,086
Net gain from sales of assets
$24,286

Expenses

Grants and similar amounts paid
$19,554
Compensation of officers, directors and key employees
$6,290
Disbursements for charitable purposes
$23,417
Excise tax on investment income
$463

Balance sheet and other

Total assets, start of year
$376,613
Total assets, end of year
$386,037
Total liabilities, end of year
$0
Net assets, end of year
$386,037
Fair market value of assets
$535,843
Qualifying distributions
$23,417
Net investment income
$37,372

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
Members Trust Company
14055 Riveredge Dr Ste 525, tampa, FL 33637
Trustee2$6,290
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Members Trust Company
14055 Riveredge Dr Ste 525, tampa, FL 33637
Trustee2$6,009
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Members Trust Company
14055 Riveredge Dr Ste 525, tampa, FL 33637
Trustee2$3,857

Address and contacts

Address (IRS master file)
14055 RIVEREDGE DR STE 525, TAMPA, FL 33637-2008
Signed the 990-PF
MEMBERS TRUST COMPANY, TRUSTEE
Return prepared by
ERNST & YOUNG US LLP

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
42-6362101
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$386,037
Income (IRS master file)
$148,429

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$37,372$27,806$386,037IRS
990-PFDecember 2024$25,990$25,894$376,613IRS
990-PFDecember 2023$22,616$22,329$376,507XML

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 42-6362101).

Questions about JACOB KIRCHNER TRUST UW

What is the EIN of JACOB KIRCHNER TRUST UW?
The employer identification number (EIN) of JACOB KIRCHNER TRUST UW is 42-6362101.
Is JACOB KIRCHNER TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JACOB KIRCHNER TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of JACOB KIRCHNER TRUST UW 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 JACOB KIRCHNER TRUST UW 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 JACOB KIRCHNER TRUST UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,290 (Members Trust Company, Trustee).
How much revenue does JACOB KIRCHNER TRUST UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,372, expenses of $27,806 and total assets of $386,037 at year end.

Other nonprofits in TAMPA

All nonprofits in TAMPA · Florida