Nonprofit · EIN 87-3713109
KATERS CHARITABLE FOUNDATION
Also known as IRIS KATERS
Tax-exempt · MARQUETTE, MI 49855
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $363,193 | $332,456 | $30,737 | $432,951 | $0 | $432,951 |
| December 31, 2024 | 990-PF | $59,541 | $40,335 | $19,206 | $402,214 | $0 | $402,214 |
| December 31, 2023 | 990-PF | $230,749 | $12,771 | $217,978 | $383,008 | $0 | $383,008 |
| December 31, 2022 | 990-PF | $165,030 | $0 | $165,030 | $165,030 | $0 | $165,030 |
| December 31, 2021 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $356,096
- Dividends
- $5,025
- Interest
- $334
- Net gain from sales of assets
- $1,738
Expenses
- Grants and similar amounts paid
- $328,000
- Disbursements for charitable purposes
- $328,726
- Excise tax on investment income
- $47
Balance sheet and other
- Total assets, start of year
- $402,214
- Total assets, end of year
- $432,951
- Total liabilities, end of year
- $0
- Net assets, end of year
- $432,951
- Fair market value of assets
- $549,530
- Qualifying distributions
- $328,726
- Net investment income
- $7,097
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 |
|---|---|---|---|
| IRIS KATERS 15 SPECKER CR, MARQUETTE, MI 49855 | PRESIDENT | 0.5 | $0 |
| JOHN KATERS 32730 W CHICAGO ST, LIVONIA, MI 48150 | TREASURER | 0.5 | $0 |
| PATRICK REILLY 606 PINE STREET, MARQUETTE, MI 49855 | SECRETARY | 1 | $0 |
| JESSICA KATERS 32730 W CHICAGO ST, LIVONIA, MI 48150 | DIRECTOR | 0.5 | $0 |
| LAURA REILLY 606 PINE ST, MARQUETTE, MI 49855 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRIS KATERS 15 SPECKER CR, MARQUETTE, MI 49855 | PRESIDENT | 1 | $0 |
| JOHN KATERS 32730 W CHICAGO ST, LIVONIA, MI 48150 | TREASURER | 1 | $0 |
| PATRICK REILLY 606 PINE STREET, MARQUETTE, MI 49855 | SECRETARY | 1 | $0 |
| JESSICA KATERS 32730 W CHICAGO ST, LIVONIA, MI 48150 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD KATERS 15 SPECKER CR, MARQUETTE, MI 49855 | PRESIDENT | 1 | $0 |
| IRIS KATERS 15 SPECKER CR, MARQUETTE, MI 49855 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD KATERS 15 SPECKER CR, MARQUETTE, MI 49855 | PRESIDENT | 1 | $0 |
| IRIS KATERS 15 SPECKER CR, MARQUETTE, MI 49855 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD KATERS 15 SPECKER CR, MARQUETTE, MI 49855 | PRESIDENT | 1 | $0 |
| IRIS KATERS 15 SPECKER CR, MARQUETTE, MI 49855 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 15 SPECKER CIR, MARQUETTE, MI 49855-9448
- Signed the 990-PF
- IRIS KATERS, PRESIDENT
- Phone
- (906) 362-8932
- Return prepared by
- VALUECORE CPAS PC
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
- 87-3713109
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $432,951
- Income (IRS master file)
- $430,755
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $363,193 | $332,456 | $432,951 | XML |
| 990-PF | December 2024 | $59,541 | $40,335 | $402,214 | XML |
| 990-PF | December 2023 | $230,749 | $12,771 | $383,008 | XML |
| 990-PF | December 2022 | $165,030 | $0 | $165,030 | XML |
| 990-PF | December 2021 | $0 | $0 | $0 | XML |
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 87-3713109).
Questions about KATERS CHARITABLE FOUNDATION
- What is the EIN of KATERS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of KATERS CHARITABLE FOUNDATION is 87-3713109.
- Is KATERS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to KATERS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATERS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATERS CHARITABLE FOUNDATION 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 KATERS CHARITABLE FOUNDATION 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 KATERS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does KATERS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $363,193, expenses of $332,456 and total assets of $432,951 at year end.
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