Nonprofit · EIN 52-7310058
NORMAN A SCHLICKLIN JR CHARITABLE TR
Also known as JENNIFER STEWART TTEE
Tax-exempt · COLDWATER, MI 49036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $95,091 | $118,600 | -$23,509 | $1,346,421 | $0 | $1,346,421 |
| August 31, 2024 | 990-PF | $43,628 | $114,180 | -$70,552 | $1,368,996 | $0 | $1,368,996 |
| August 31, 2023 | 990-PF | $35,696 | $80,700 | -$45,004 | $801,765 | $0 | $801,765 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $36,632
- Interest
- $282
- Net gain from sales of assets
- $58,177
Expenses
- Grants and similar amounts paid
- $52,000
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $108,600
- Excise tax on investment income
- $1,183
Balance sheet and other
- Total assets, start of year
- $1,368,996
- Total assets, end of year
- $1,346,421
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,346,421
- Fair market value of assets
- $1,563,338
- Qualifying distributions
- $108,600
- Net investment income
- $95,091
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER STEWART 497 STANLEY DRIVE, COLDWATER, MI 49036 | TRUSTEE | 2 | $60,000 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER STEWART 497 STANLEY DRIVE, COLDWATER, MI 49036 | TRUSTEE | 2 | $0 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER STEWART 497 STANLEY DRIVE, COLDWATER, MI 49036 | TRUSTEE | 2 | $55,000 |
Address and contacts
- Address (IRS master file)
- 497 STANLEY DR, COLDWATER, MI 49036-7821
- Signed the 990-PF
- JENNY STEWART, OTHER
- Phone
- (937) 748-9771
- Return prepared by
- CREATIVE PLANNING TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 52-7310058
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,346,421
- Income (IRS master file)
- $393,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $95,091 | $118,600 | $1,346,421 | XML |
| 990-PF | August 2024 | $43,628 | $114,180 | $1,368,996 | XML |
| 990-PF | August 2023 | $35,696 | $80,700 | $801,765 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | 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 52-7310058).
Questions about NORMAN A SCHLICKLIN JR CHARITABLE TR
- What is the EIN of NORMAN A SCHLICKLIN JR CHARITABLE TR?
- The employer identification number (EIN) of NORMAN A SCHLICKLIN JR CHARITABLE TR is 52-7310058.
- Is NORMAN A SCHLICKLIN JR CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does NORMAN A SCHLICKLIN JR CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NORMAN A SCHLICKLIN JR CHARITABLE TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORMAN A SCHLICKLIN JR CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of NORMAN A SCHLICKLIN JR CHARITABLE TR?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $60,000 (JENNIFER STEWART, TRUSTEE).
- How much revenue does NORMAN A SCHLICKLIN JR CHARITABLE TR have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $95,091, expenses of $118,600 and total assets of $1,346,421 at year end.
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