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Nonprofit · EIN 38-6051400

CHARLES HACKLEY TRUST FBO

Also known as MUSKEGON PUBLIC SCHOOLS 01061-001

Tax-exempt · CINCINNATI, OH 45263

Financials

$254K$403K2024
Revenue Expenses · by fiscal year end
Financials of CHARLES HACKLEY TRUST FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$254,224$402,619-$148,395$2,652,560$0$2,652,560
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$254,224
Net gain from sales of assets
$147,900
Other revenue
$0

Expenses

Grants and similar amounts paid
$341,288
Compensation of officers, directors and key employees
$57,043
Salaries, compensation and benefits (total)
$57,043
Professional fundraising fees
$0
Accounting fees
$1,470
Program services (functional)
$349,844
Management and general (functional)
$52,775

Balance sheet and other

Total assets, start of year
$2,800,955
Total assets, end of year
$2,652,560
Total liabilities, end of year
$0
Net assets, end of year
$2,652,560
Publicly traded securities
$2,428,783
Gross receipts
$419,976
Employees
0
Year formed
1906
State of legal domicile
MI

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N ATRUSTEE
Institutional trustee
1$57,043

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% OLD KENT BANK TTEE
Principal officer (990 for 2024)
FIFTH THIRD BANK NA, 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
Signed the 990
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-5310
Return prepared by
PWC US TAX LLP

Mission

TRUST ASSETS ARE INVESTED TO PROMOTE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING INSTRUMENT.

990 for the year ended June 30, 2025

Program accomplishments

  • DISTRIBUTIONS TO MUSKEGON PUBLIC SCHOOLS AS DIRECTED BY THE GOVERNING DOCUMENT.
    Expenses $349,844 · grants $341,288

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
38-6051400
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2019
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$2,652,560
Income (IRS master file)
$419,976

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024$248,691$412,023$2,800,955IRS
990June 2023$195,619$477,675$2,964,293IRS
990June 2022–––IRS
990June 2021–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about CHARLES HACKLEY TRUST FBO

What is the EIN of CHARLES HACKLEY TRUST FBO?
The employer identification number (EIN) of CHARLES HACKLEY TRUST FBO is 38-6051400.
Is CHARLES HACKLEY TRUST FBO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to CHARLES HACKLEY TRUST FBO tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does CHARLES HACKLEY TRUST FBO file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHARLES HACKLEY TRUST FBO due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES HACKLEY TRUST FBO last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CHARLES HACKLEY TRUST FBO?
The 990 for the year ended June 30, 2025 names FIFTH THIRD BANK NA.
Who are the officers and directors of CHARLES HACKLEY TRUST FBO?
The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $57,043 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does CHARLES HACKLEY TRUST FBO have?
On its 990 for the year ended June 30, 2025 it reported revenue of $254,224, expenses of $402,619 and total assets of $2,652,560 at year end.

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