Nonprofit · EIN 81-6574551
JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS
Tax-exempt · MARQUETTE, MI 49855
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $59,611 | $66,948 | -$7,337 | $1,036,631 | $0 | $1,036,631 |
| December 31, 2024 | 990-PF | $66,315 | $76,318 | -$10,003 | $1,043,968 | $0 | $1,043,968 |
| December 31, 2023 | 990-PF | $42,968 | $79,298 | -$36,330 | $1,053,971 | $0 | $1,053,971 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $25
- Dividends
- $18,118
- Interest
- $12,251
- Net gain from sales of assets
- $29,170
- Other income
- $47
Expenses
- Grants and similar amounts paid
- $51,052
- Compensation of officers, directors and key employees
- $12,362
- Disbursements for charitable purposes
- $51,052
- Excise tax on investment income
- $622
Balance sheet and other
- Total assets, start of year
- $1,043,968
- Total assets, end of year
- $1,036,631
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,036,631
- Fair market value of assets
- $1,244,732
- Qualifying distributions
- $51,052
- Net investment income
- $59,586
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 WEST WASHINGTON STREET, MARQUETTE, MI 49855 | TRUSTEE | 1 | $12,362 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK UPPER MICHIGAN 1502 WEST WASHINGTON STREET, MARQUETTE, MI 49855 | TRUSTEE | 1 | $12,241 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK UPPER MICHIGAN 1502 WEST WASHINGTON STREET, MARQUETTE, MI 49855 | TRUSTEE | 1 | $11,801 |
Address and contacts
- Address (IRS master file)
- 1502 W WASHINGTON ST, MARQUETTE, MI 49855-3118
- In care of
- % NORTHERN MICHIGAN BANK AND 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
- 81-6574551
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,036,631
- Income (IRS master file)
- $122,189
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $59,611 | $66,948 | $1,036,631 | IRS |
| 990-PF | December 2024 | $66,315 | $76,318 | $1,043,968 | IRS |
| 990-PF | December 2023 | $42,968 | $79,298 | $1,053,971 | 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 81-6574551).
Questions about JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS
- What is the EIN of JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS?
- The employer identification number (EIN) of JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS is 81-6574551.
- Is JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS 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 JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS 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 JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,362 (FIRST BANK UPPER MICHIGAN, TRUSTEE).
- How much revenue does JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $59,611, expenses of $66,948 and total assets of $1,036,631 at year end.
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