Nonprofit · EIN 41-6601057
LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST
Also known as FIRST UNITED BANK AND TRUST TTEE
Tax-exempt · OAKLAND, MD 21550
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,010,142 | $227,033 | $1,783,109 | $1,808,109 | $25,000 | $1,783,109 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,787,145
- Dividends
- $219,935
- Net gain from sales of assets
- $3,062
Expenses
- Grants and similar amounts paid
- $225,000
- Compensation of officers, directors and key employees
- $1,348
- Disbursements for charitable purposes
- $225,000
- Excise tax on investment income
- $3,075
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $1,808,109
- Total liabilities, end of year
- $25,000
- Net assets, end of year
- $1,783,109
- Fair market value of assets
- $1,802,259
- Qualifying distributions
- $225,000
- Net investment income
- $222,997
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First United Bank Trust PO Box 557, Oakland, MD 21550 | Trustee | 0 | $1,348 |
Address and contacts
- Address (IRS master file)
- PO BOX 557, OAKLAND, MD 21550-4557
- In care of
- % FIRST UNITED BANK AND TRUST
- Signed the 990-PF
- JILL BROOKS, Senior Wealth A
- Phone
- (301) 533-2367
- Return prepared by
- HUBER MICHAELS & COMPANY
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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 41-6601057
- 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
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $1,808,109
- Income (IRS master file)
- $2,010,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,010,142 | $227,033 | $1,808,109 | 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 41-6601057).
Questions about LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST
- What is the EIN of LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST?
- The employer identification number (EIN) of LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST is 41-6601057.
- Is LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE 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 LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST 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 LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,348 (First United Bank Trust, Trustee).
- How much revenue does LOIS E MILTENBERGER IRREVOCABLE CHA RITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,010,142, expenses of $227,033 and total assets of $1,808,109 at year end.
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