Nonprofit · EIN 22-6946772
MICHAEL TALTY & HELEN TALTY CHARITABLE TR
Also known as KATHRYN TALTY TTEE
Tax-exempt · LIVONIA, MI 48152
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $445,546 | $443,739 | $1,807 | $4,217,551 | $0 | $4,217,551 |
| December 31, 2024 | 990-PF | $271,533 | $326,850 | -$55,317 | $4,215,744 | $0 | $4,215,744 |
| December 31, 2023 | 990-PF | $197,811 | $274,806 | -$76,995 | $4,271,061 | $0 | $4,271,061 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $144,630
- Interest
- $220
- Net gain from sales of assets
- $300,696
Expenses
- Grants and similar amounts paid
- $375,000
- Compensation of officers, directors and key employees
- $35,000
- Disbursements for charitable purposes
- $403,949
- Excise tax on investment income
- $5,702
Balance sheet and other
- Total assets, start of year
- $4,215,744
- Total assets, end of year
- $4,217,551
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,217,551
- Fair market value of assets
- $5,201,609
- Qualifying distributions
- $403,949
- Net investment income
- $445,546
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 |
|---|---|---|---|
| PATRICK E TALTY 21875 ADDINGTON BLVD, ROCKY RIVER, OH 44116 | TRUSTEE | 1.5 | $5,000 |
| JOSEPH E TALTY 18872 HIGH POINT, CHAGRIN FALLS, OH 44023 | TRUSTEE | 1.5 | $5,000 |
| KEVIN J SANTA 1592 BRAINARD ROAD, LYNDHURST, OH 44124 | TRUSTEE | 1.5 | $5,000 |
| NARI TALTY-SCHENKELBERG 8166 HUMPHREY HILLS DR, CONCORD, OH 44077 | TRUSTEE | 1.5 | $5,000 |
| MEGHAN C SCHENKELBERG 8166 HUMPHREY HILL DR, CONCORD, OH 44077 | TRUSTEE | 1.5 | $5,000 |
| MONTE UNETIC 6584 MELSHORE DR, MENTOR, OH 44060 | TRUSTEE | 1.5 | $5,000 |
| KATHRYN M TALTY 8815 FOX HILL DRIVE, KIRTLAND, OH 44094 | TRUSTEE | 1.5 | $5,000 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK E TALTY 21875 ADDINGTON BLVD, ROCKY RIVER, OH 44116 | TRUSTEE | 1.5 | $5,000 |
| JOSEPH E TALTY 18872 HIGH POINT, CHAGRIN FALLS, OH 44023 | TRUSTEE | 1.5 | $5,000 |
| KEVIN J SANTA 1592 BRAINARD ROAD, LYNDHURST, OH 44124 | TRUSTEE | 1.5 | $5,000 |
| NARI TALTY-SCHENKELBERG 8166 HUMPHREY HILLS DR, CONCORD, OH 44077 | TRUSTEE | 1.5 | $5,000 |
| THOMAS TALTY JR 43 N LAKEHURST DRIVE, EASTLAKE, OH 44095 | TRUSTEE | 1.5 | $5,000 |
| MEGHAN C SCHENKELBERG 8166 HUMPHREY HILL DR, CONCORD, OH 44077 | TRUSTEE | 1.5 | $5,000 |
| MONTE UNETIC 6584 MELSHORE DR, MENTOR, OH 44060 | TRUSTEE | 1.5 | $5,000 |
| KATHRYN M TALTY 8815 FOX HILL DRIVE, KIRTLAND, OH 44094 | TRUSTEE | 1.5 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK E TALTY 21875 ADDINGTON BLVD, ROCKY RIVER, OH 44116 | TRUSTEE | 1.5 | $5,000 |
| JOSEPH E TALTY 18872 HIGH POINT, CHAGRIN FALLS, OH 44023 | TRUSTEE | 1.5 | $5,000 |
| KEVIN J SANTA 1592 BRAINARD ROAD, LYNDHURST, OH 44124 | TRUSTEE | 1.5 | $5,000 |
| NARI TALTY-SCHENKELBERG 8166 HUMPHREY HILLS DR, CONCORD, OH 44077 | TRUSTEE | 1.5 | $5,000 |
| THOMAS TALTY JR 43 N LAKEHURST DRIVE, EASTLAKE, OH 44095 | TRUSTEE | 1.5 | $5,000 |
| MEGHAN C SCHENKELBERG 8166 HUMPHREY HILL DR, CONCORD, OH 44077 | TRUSTEE | 1.5 | $5,000 |
| MONTE UNETIC 6584 MELSHORE DR, MENTOR, OH 44060 | TRUSTEE | 1.5 | $5,000 |
Address and contacts
- Address (IRS master file)
- 17199 N LAUREL PARK DR STE 301, LIVONIA, MI 48152-7904
- Signed the 990-PF
- KATHRYN M TALTY, TRUSTEE
- Phone
- (734) 953-8600
- Return prepared by
- KOPMEYER & TALTY 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
- 22-6946772
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,217,551
- Income (IRS master file)
- $686,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $445,546 | $443,739 | $4,217,551 | IRS |
| 990-PF | December 2024 | $271,533 | $326,850 | $4,215,744 | IRS |
| 990-PF | December 2023 | $197,811 | $274,806 | $4,271,061 | 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 22-6946772).
Questions about MICHAEL TALTY & HELEN TALTY CHARITABLE TR
- What is the EIN of MICHAEL TALTY & HELEN TALTY CHARITABLE TR?
- The employer identification number (EIN) of MICHAEL TALTY & HELEN TALTY CHARITABLE TR is 22-6946772.
- Is MICHAEL TALTY & HELEN TALTY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does MICHAEL TALTY & HELEN TALTY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL TALTY & HELEN TALTY 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 MICHAEL TALTY & HELEN TALTY 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 MICHAEL TALTY & HELEN TALTY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 7 received compensation from the organization, the highest $5,000 (PATRICK E TALTY, TRUSTEE).
- How much revenue does MICHAEL TALTY & HELEN TALTY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $445,546, expenses of $443,739 and total assets of $4,217,551 at year end.
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