Nonprofit · EIN 38-3575175
CMS ENERGY FOUNDATION
Tax-exempt · JACKSON, MI 49201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $95,066 | $266,711 | -$171,645 | $2,528,903 | $0 | $2,528,903 |
| December 31, 2023 | 990-PF | $86,754 | $66,630 | $20,124 | $2,481,393 | $53,225 | $2,428,168 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $65,397
- Interest
- $29,669
Expenses
- Grants and similar amounts paid
- $235,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $235,000
- Excise tax on investment income
- $1,103
Balance sheet and other
- Total assets, start of year
- $2,481,393
- Total assets, end of year
- $2,528,903
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,528,903
- Fair market value of assets
- $2,528,903
- Qualifying distributions
- $235,000
- Net investment income
- $93,649
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARRICK J ROCHOW ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | CHAIRMAN AND DIRECTOR | 0.2 | $0 |
| BRANDON J HOFMEISTER ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | PRESIDENT AND DIRECTOR | 1 | $0 |
| BRIAN F RICH ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| CATHERINE A HENDRIAN ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| LEEROY WELLS JR ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| REJJI P HAYES ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| RICHARD R MUKHTAR ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| SHAUN M JOHNSON ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| TONYA L BERRY ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| ANGELA THOMPKINS ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| CATHERINE A WILSON ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | SEC./TREAS./DIR | 3 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARRICK J ROCHOW ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | CHAIRMAN AND DIRECTOR | 0.2 | $0 |
| BRANDON J HOFMEISTER ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | PRESIDENT AND DIRECTOR | 1 | $0 |
| CAROLYN A BLOODWORTH ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | SEC./TREAS./DIR THRU AUG 2023 | 3 | $0 |
| BRIAN F RICH ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| CATHERINE A HENDRIAN ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| LEEROY WELLS JR ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| REJJI P HAYES ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| RICHARD R MUKHTAR ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| ROGER A CURTIS ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR THRU JAN 2023 | 0.2 | $0 |
| SHAUN M JOHNSON ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| TONYA L BERRY ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| VENKAT DHENUVAKONDA RAO ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR | 0.2 | $0 |
| ANGELA THOMPKINS ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | DIRECTOR BEGAN IN OCT 2023 | 0.2 | $0 |
| CATHERINE A WILSON ONE ENERGY PLAZA EP8-210, JACKSON, MI 492012276 | SEC./TREAS./DIR BEGAN IN AUG 2023 | 3 | $0 |
Address and contacts
- Address (IRS master file)
- ONE ENERGY PLAZA EP8-210, JACKSON, MI 49201-2357
- In care of
- % CAROLYN BLOODWORTH
- Signed the 990-PF
- CATHERINE WILSON, SECRETARY/TREASURER
- Phone
- (517) 788-0432
- Return prepared by
- KPMG LLP
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 | Not 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
- 38-3575175
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $2,528,903
- Income (IRS master file)
- $457,687
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $95,066 | $266,711 | $2,528,903 | IRS |
| 990-PF | December 2023 | $86,754 | $66,630 | $2,481,393 | 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 38-3575175).
Questions about CMS ENERGY FOUNDATION
- What is the EIN of CMS ENERGY FOUNDATION?
- The employer identification number (EIN) of CMS ENERGY FOUNDATION is 38-3575175.
- Is CMS ENERGY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to CMS ENERGY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CMS ENERGY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CMS ENERGY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CMS ENERGY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CMS ENERGY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does CMS ENERGY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $95,066, expenses of $266,711 and total assets of $2,528,903 at year end.
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