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Nonprofit · EIN 38-6685615

KAISER FAMILY CHARITABLE TR

Tax-exempt · COLDWATER, MI 49036

Financials

$4K$6K2023$15K$6K2024$5K$7K2025
Revenue Expenses · by fiscal year end
Financials of KAISER FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,636$7,411-$2,775$79,750$0$79,750
December 31, 2024990-PF$14,899$6,099$8,800$82,536$0$82,536
December 31, 2023990-PF$4,476$6,161-$1,685$73,736$0$73,736
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,505
Interest
$118
Net gain from sales of assets
$2,013

Expenses

Grants and similar amounts paid
$4,000
Compensation of officers, directors and key employees
$2,400
Disbursements for charitable purposes
$5,000
Excise tax on investment income
$42

Balance sheet and other

Total assets, start of year
$82,536
Total assets, end of year
$79,750
Total liabilities, end of year
$0
Net assets, end of year
$79,750
Fair market value of assets
$89,712
Qualifying distributions
$5,000
Net investment income
$3,023

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.

NameTitleHours / weekCompensation
SOUTHERN MICHIGAN BANK & TRUST
51 WEST PEARL STREET, COLDWATER, MI 49036
TRUSTEE0$2,400
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
SOUTHERN MICHIGAN BANK TRUST
51 WEST PEARL STREET, PO BOX 309, COLDWATER, MI 49036
TRUSTEE0$1,200
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
SOUTHERN MICHIGAN BANK TRUST
51 WEST PEARL STREET, PO BOX 309, COLDWATER, MI 49036
TRUSTEE0$1,200

Address and contacts

Address (IRS master file)
PO BOX 309, COLDWATER, MI 49036-0309
In care of
% FIRST NATIONAL BK OF THREE RIVERS
Signed the 990-PF
SOUTHERN MICHIGAN BANK TRUST, TRUSTEE
Phone
(517) 279-5502
Return prepared by
TAYLOR PLANT & WATKINS PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-6685615
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$79,750
Income (IRS master file)
$14,407

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,636$7,411$79,750XML
990-PFDecember 2024$14,899$6,099$82,536XML
990-PFDecember 2023$4,476$6,161$73,736XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 38-6685615).

Questions about KAISER FAMILY CHARITABLE TR

What is the EIN of KAISER FAMILY CHARITABLE TR?
The employer identification number (EIN) of KAISER FAMILY CHARITABLE TR is 38-6685615.
Is KAISER FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does KAISER FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of KAISER FAMILY CHARITABLE TR 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 KAISER FAMILY CHARITABLE TR 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 KAISER FAMILY CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,400 (SOUTHERN MICHIGAN BANK & TRUST, TRUSTEE).
How much revenue does KAISER FAMILY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,636, expenses of $7,411 and total assets of $79,750 at year end.

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