Nonprofit · EIN 38-6623775
MILFORD G JACKSON TESTAMENTARY TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $69,083 | $35,946 | $33,137 | $476,108 | $0 | $476,108 |
| December 31, 2024 | 990 | $52,407 | $33,404 | $19,003 | $442,994 | $0 | $442,994 |
| December 31, 2023 | 990 | $27,212 | $33,710 | -$6,498 | $423,951 | $0 | $423,951 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $69,083
- Net gain from sales of assets
- $56,880
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $26,145
- Compensation of officers, directors and key employees
- $7,918
- Salaries, compensation and benefits (total)
- $7,918
- Professional fundraising fees
- $0
- Legal fees
- $200
- Accounting fees
- $1,500
- Program services (functional)
- $27,333
- Management and general (functional)
- $8,613
Balance sheet and other
- Total assets, start of year
- $442,994
- Total assets, end of year
- $476,108
- Total liabilities, end of year
- $0
- Net assets, end of year
- $476,108
- Gross receipts
- $228,377
- Employees
- 0
- Year formed
- 1992
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA | TRUSTEE Institutional trustee | 1 | $7,918 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA | TRUSTEE Institutional trustee | – | $7,539 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA | TRUSTEE Institutional trustee | 1 | $6,837 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK
- Principal officer (990 for 2025)
- FIFTH THIRD BANK NA, 38 FOUNTAIN SQ PLAZA, CINCINNATI, OH 45263
- Signed the 990
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
Mission
PAYMENT OF ALL INCOME ANNUALLY TO THE CITY OF ALGONAC, MICHIGAN FOR THE BENEFIT OF THE COMMUNITY AS SHALL BE DETERMINED BY THE GOVERNING BODY.
Program accomplishments
- DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT.Expenses $27,333 · grants $26,145
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 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-6623775
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $476,108
- Income (IRS master file)
- $228,377
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $69,083 | $35,946 | $476,108 | IRS |
| 990 | December 2024 | $52,407 | $33,404 | $442,994 | XML |
| 990 | December 2023 | $27,212 | $33,710 | $423,951 | XML |
| 990 | December 2022 | $16,651 | $35,797 | $430,515 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 38-6623775).
Questions about MILFORD G JACKSON TESTAMENTARY TRUST
- What is the EIN of MILFORD G JACKSON TESTAMENTARY TRUST?
- The employer identification number (EIN) of MILFORD G JACKSON TESTAMENTARY TRUST is 38-6623775.
- Is MILFORD G JACKSON TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to MILFORD G JACKSON TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MILFORD G JACKSON TESTAMENTARY 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 MILFORD G JACKSON TESTAMENTARY TRUST 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 MILFORD G JACKSON TESTAMENTARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MILFORD G JACKSON TESTAMENTARY TRUST?
- The 990 for the year ended December 31, 2025 names FIFTH THIRD BANK NA.
- Who are the officers and directors of MILFORD G JACKSON TESTAMENTARY TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,918 (FIFTH THIRD BANK NA, TRUSTEE).
- How much revenue does MILFORD G JACKSON TESTAMENTARY TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $69,083, expenses of $35,946 and total assets of $476,108 at year end.
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