Nonprofit · EIN 38-6567414
FLORENCE E HERMAN CHARITABLE TRUST
Tax-exempt · KALAMAZOO, MI 49007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $117,067 | $123,380 | -$6,313 | $1,596,162 | $0 | $1,596,162 |
| June 30, 2024 | 990 | $80,137 | $121,105 | -$40,968 | $1,602,475 | $0 | $1,602,475 |
| June 30, 2023 | 990 | $64,911 | $141,303 | -$76,392 | $1,643,443 | $0 | $1,643,443 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $117,067
- Net gain from sales of assets
- $62,762
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $106,508
- Compensation of officers, directors and key employees
- $15,713
- Salaries, compensation and benefits (total)
- $15,713
- Professional fundraising fees
- $0
- Accounting fees
- $1,050
- Program services (functional)
- $106,508
- Management and general (functional)
- $16,872
Balance sheet and other
- Total assets, start of year
- $1,602,475
- Total assets, end of year
- $1,596,162
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,596,162
- Publicly traded securities
- $1,482,998
- Gross receipts
- $324,276
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1988
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREENLEAF TRUST | TRUSTEE Institutional trustee | 1 | $15,713 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREENLEAF TRUST | TRUSTEE Institutional trustee | 1 | $15,015 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREENLEAF TRUST | TRUSTEE Institutional trustee | 1 | $13,777 |
Address and contacts
- Address (IRS master file)
- 211 S ROSE ST, KALAMAZOO, MI 49007-4713
- In care of
- % OLD KENT BANK AND TRUST COMPANY
- Principal officer (990 for 2024)
- GREENLEAF TRUST, 211 S ROSE ST, KALMAZOO, MI 49007
- Signed the 990
- GREENLEAF TRUST TRUSTEE, TRUSTEE
- Phone
- (269) 388-9800
- Return prepared by
- UHY ADVISORS GREAT LAKES INC
Mission
DISTRIBUTIONS ARE PAID TO NAMED CHARITY PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.
Program accomplishments
- DISTRIBUTIONS TO CHARITABLE ORGANIZATION AS DIRECTED BY THE GOVERNING DOCUMENT.Expenses $106,508 · grants $106,508
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-6567414
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Animal-related (D112)
- Assets (IRS master file)
- $1,596,162
- Income (IRS master file)
- $324,276
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $117,067 | $123,380 | $1,596,162 | IRS |
| 990 | June 2024 | $80,137 | $121,105 | $1,602,475 | XML |
| 990 | June 2023 | $64,911 | $141,303 | $1,643,443 | XML |
| 990 | June 2022 | $93,897 | $126,034 | $1,719,835 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 38-6567414).
Questions about FLORENCE E HERMAN CHARITABLE TRUST
- What is the EIN of FLORENCE E HERMAN CHARITABLE TRUST?
- The employer identification number (EIN) of FLORENCE E HERMAN CHARITABLE TRUST is 38-6567414.
- Is FLORENCE E HERMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to FLORENCE E HERMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FLORENCE E HERMAN CHARITABLE TRUST 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 FLORENCE E HERMAN CHARITABLE TRUST 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 FLORENCE E HERMAN CHARITABLE TRUST 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 FLORENCE E HERMAN CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 names GREENLEAF TRUST.
- Who are the officers and directors of FLORENCE E HERMAN CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,713 (GREENLEAF TRUST, TRUSTEE).
- How much revenue does FLORENCE E HERMAN CHARITABLE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $117,067, expenses of $123,380 and total assets of $1,596,162 at year end.
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