Nonprofit · EIN 45-6307847
JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TR
Also known as KATHY J COZAD TTEE
Tax-exempt · BAY CITY, MI 48706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $373,518 | $300,192 | $73,326 | $4,663,605 | $0 | $4,663,605 |
| December 31, 2024 | 990-PF | $331,540 | $260,732 | $70,808 | $4,590,279 | $0 | $4,590,279 |
| December 31, 2023 | 990-PF | $176,364 | $256,518 | -$80,154 | $4,519,471 | $0 | $4,519,471 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $105,337
- Interest
- $48,549
- Net gain from sales of assets
- $219,632
Expenses
- Grants and similar amounts paid
- $256,120
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $257,360
- Excise tax on investment income
- $4,653
Balance sheet and other
- Total assets, start of year
- $4,590,279
- Total assets, end of year
- $4,663,605
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,663,605
- Fair market value of assets
- $5,374,532
- Qualifying distributions
- $257,360
- Net investment income
- $373,518
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 |
|---|---|---|---|
| KATHY J COZAD PO BOX 1698, BAY CITY, MI 48706 | TRUSTEE | 4 | $0 |
| KYLE D COZAD PO BOX 1698, BAY CITY, MI 48706 | TRUSTEE | 1 | $0 |
| ALYSSA K COZAD PO BOX 1698, BAY CITY, MI 48706 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY J COZAD PO BOX 1698, BAY CITY, MI 48706 | TRUSTEE | 4 | $0 |
| KYLE D COZAD PO BOX 1698, BAY CITY, MI 48706 | TRUSTEE | 1 | $0 |
| ALYSSA K COZAD PO BOX 1698, BAY CITY, MI 48706 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY J COZAD PO BOX 1698, BAY CITY, MI 48706 | TRUSTEE | 4 | $0 |
| KYLE D COZAD PO BOX 1698, BAY CITY, MI 48706 | TRUSTEE | 1 | $0 |
| ALYSSA K COZAD PO BOX 1698, BAY CITY, MI 48706 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1698, BAY CITY, MI 48706-0698
- Signed the 990-PF
- KATHY J COZAD, TRUSTEE
- Phone
- (989) 751-3129
- Return prepared by
- WEINLANDER FITZHUGH 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 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 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-6307847
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $4,663,605
- Income (IRS master file)
- $2,758,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $373,518 | $300,192 | $4,663,605 | IRS |
| 990-PF | December 2024 | $331,540 | $260,732 | $4,590,279 | XML |
| 990-PF | December 2023 | $176,364 | $256,518 | $4,519,471 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 45-6307847).
Questions about JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TR
- What is the EIN of JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TR?
- The employer identification number (EIN) of JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TR is 45-6307847.
- Is JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH AND KAREN KRANTZ 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 JOSEPH AND KAREN KRANTZ 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 JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $373,518, expenses of $300,192 and total assets of $4,663,605 at year end.
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All nonprofits in BAY CITY · Michigan · Philanthropy, voluntarism and grantmaking foundations