Nonprofit · EIN 35-6776883
MCKAY ENDOWMENT FUND FBO BETHLEHEM
Also known as JPMORGAN CHASE BANK TTEE
Tax-exempt · ANN ARBOR, MI 48104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $64,846 | $54,521 | $10,325 | $978,353 | $0 | $978,353 |
| December 31, 2024 | 990-PF | $80,980 | $50,368 | $30,612 | $968,122 | $0 | $968,122 |
| December 31, 2023 | 990-PF | $28,289 | $52,117 | -$23,828 | $937,649 | $0 | $937,649 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,534
- Net gain from sales of assets
- $32,312
Expenses
- Grants and similar amounts paid
- $45,070
- Compensation of officers, directors and key employees
- $5,663
- Disbursements for charitable purposes
- $47,473
- Excise tax on investment income
- $827
Balance sheet and other
- Total assets, start of year
- $968,122
- Total assets, end of year
- $978,353
- Total liabilities, end of year
- $0
- Net assets, end of year
- $978,353
- Fair market value of assets
- $1,057,586
- Qualifying distributions
- $47,473
- Net investment income
- $64,846
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 |
|---|---|---|---|
| BANK OF ANN ARBOR TRUST DEPARTMENT 125 S 5TH AVE, ANN ARBOR, MI 48104 | TRUSTEE | 2 | $5,663 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF ANN ARBOR TRUST DEPARTMENT 125 S 5TH AVE, ANN ARBOR, MI 48104 | TRUSTEE | 2 | $5,639 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF ANN ARBOR TRUST DEPARTMENT 125 S 5TH AVE, ANN ARBOR, MI 48104 | TRUSTEE | 2 | $5,430 |
Address and contacts
- Address (IRS master file)
- 125 S 5TH AVE, ANN ARBOR, MI 48104-1910
- Signed the 990-PF
- JENA AGLER, TRUST OFFICER
- Phone
- (734) 327-4334
- Return prepared by
- KELLY & ASSOCIATES CPA PLLC
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
- 35-6776883
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $978,353
- Income (IRS master file)
- $245,265
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $64,846 | $54,521 | $978,353 | IRS |
| 990-PF | December 2024 | $80,980 | $50,368 | $968,122 | IRS |
| 990-PF | December 2023 | $28,289 | $52,117 | $937,649 | 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 35-6776883).
Questions about MCKAY ENDOWMENT FUND FBO BETHLEHEM
- What is the EIN of MCKAY ENDOWMENT FUND FBO BETHLEHEM?
- The employer identification number (EIN) of MCKAY ENDOWMENT FUND FBO BETHLEHEM is 35-6776883.
- Is MCKAY ENDOWMENT FUND FBO BETHLEHEM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to MCKAY ENDOWMENT FUND FBO BETHLEHEM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MCKAY ENDOWMENT FUND FBO BETHLEHEM file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MCKAY ENDOWMENT FUND FBO BETHLEHEM 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 MCKAY ENDOWMENT FUND FBO BETHLEHEM 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 MCKAY ENDOWMENT FUND FBO BETHLEHEM?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,663 (BANK OF ANN ARBOR TRUST DEPARTMENT, TRUSTEE).
- How much revenue does MCKAY ENDOWMENT FUND FBO BETHLEHEM have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $64,846, expenses of $54,521 and total assets of $978,353 at year end.
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