Nonprofit · EIN 20-3400591
TRUMLEY FAMILY FOUNDATION
Tax-exempt · OKEMOS, MI 48864
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,180 | $8,590 | -$3,410 | $20,098 | $0 | $20,098 |
| December 31, 2024 | 990-PF | $5,773 | $11,030 | -$5,257 | $23,508 | $0 | $23,508 |
| December 31, 2023 | 990-PF | $3,125 | $14,982 | -$11,857 | $28,765 | $0 | $28,765 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $2,350
- Interest
- $121
- Net gain from sales of assets
- $2,709
Expenses
- Grants and similar amounts paid
- $8,200
- Disbursements for charitable purposes
- $8,200
- Excise tax on investment income
- $38
Balance sheet and other
- Total assets, start of year
- $23,508
- Total assets, end of year
- $20,098
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,098
- Fair market value of assets
- $26,618
- Qualifying distributions
- $8,200
- Net investment income
- $2,709
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 |
|---|---|---|---|
| Richard L Trumley 83201 Old Hwy Apt 318, Islamorada, FL 33036 | President | 1 | $0 |
| Stephen R Trumley 17046 Lloyds Bayou Dr, Spring Lake, MI 49456 | Secretary | 0.5 | $0 |
| Richard C Lowe 2375 Woodlake Dr Ste 380, Okemos, MI 48864 | Asst Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard L Trumley 83201 Old Hwy Apt 318, Islamorada, FL 33036 | President | 1 | $0 |
| Stephen R Trumley 17046 Lloyds Bayou Dr, Spring Lake, MI 49456 | Secretary | 0.5 | $0 |
| Richard C Lowe 2375 Woodlake Dr Ste 380, Okemos, MI 48864 | Asst Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard L Trumley 83201 Old Hwy Apt 318, Islamorada, FL 33036 | President | 1 | $0 |
| Stephen R Trumley 2113 Colbert Dr, Muskegon, MI 49444 | Secretary | 0.5 | $0 |
| Richard C Lowe 2375 Woodlake Dr Ste 380, Okemos, MI 48864 | Asst Secretary | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2375 WOODLAKE DRIVE, OKEMOS, MI 48864-6022
- In care of
- % CHRISTINE M SAVAGE
- Signed the 990-PF
- Richard C Lowe, Assistant Secretary
- Phone
- (517) 908-0900
- Return prepared by
- Lowe Law Firm 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
- 20-3400591
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $20,098
- Income (IRS master file)
- $12,526
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,180 | $8,590 | $20,098 | IRS |
| 990-PF | December 2024 | $5,773 | $11,030 | $23,508 | IRS |
| 990-PF | December 2023 | $3,125 | $14,982 | $28,765 | 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 20-3400591).
Questions about TRUMLEY FAMILY FOUNDATION
- What is the EIN of TRUMLEY FAMILY FOUNDATION?
- The employer identification number (EIN) of TRUMLEY FAMILY FOUNDATION is 20-3400591.
- Is TRUMLEY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to TRUMLEY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUMLEY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUMLEY FAMILY 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 TRUMLEY FAMILY 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 TRUMLEY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does TRUMLEY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,180, expenses of $8,590 and total assets of $20,098 at year end.
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All nonprofits in OKEMOS · Michigan · Philanthropy, voluntarism and grantmaking foundations