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Nonprofit · EIN 54-6767925

THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION

Also known as JOAN L GILKISON ET AL TTEE

Tax-exempt · WASHINGTON, DC 20015

Financials

−$43K$499K2023$355K$552K2024$296K$609K2025
Revenue Expenses · by fiscal year end
Financials of THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$296,377$608,603-$312,226$6,191,345$142,372$6,048,973
December 31, 2024990-PF$355,226$551,987-$196,761$6,503,571$142,372$6,361,199
December 31, 2023990-PF-$43,267$499,090-$542,357$6,675,432$117,472$6,557,960
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$60,660
Interest
$392
Net gain from sales of assets
$235,325

Expenses

Grants and similar amounts paid
$449,215
Disbursements for charitable purposes
$449,215
Excise tax on investment income
$2,106

Balance sheet and other

Total assets, start of year
$6,503,571
Total assets, end of year
$6,191,345
Total liabilities, end of year
$142,372
Net assets, end of year
$6,048,973
Fair market value of assets
$9,079,629
Qualifying distributions
$449,215
Net investment income
$296,377

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
ANDREA NELSON
C/O H KLUTTZ 5301 WISC AVE 300, WASHINGTON, DC 20015
TRUSTEE0.5$0
STUART GILKISON
C/O H KLUTTZ 5301 WISC AVE 300, WASHINGTON, DC 20015
TRUSTEE0.5$0
GREGORY NELSON
C/O H KLUTTZ 5301 WISC AVE 300, WASHINGTON, DC 20015
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ANDREA NELSON
C/O H KLUTTZ 5301 WISC AVE 300, WASHINGTON, DC 20015
TRUSTEE0.29$0
STUART GILKISON
C/O H KLUTTZ 5301 WISC AVE 300, WASHINGTON, DC 20015
TRUSTEE0.09$0
GREGORY NELSON
C/O H KLUTTZ 5301 WISC AVE 300, WASHINGTON, DC 20015
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ANDREA NELSON
C/O H KLUTTZ 5301 WISC AVE 300, WASHINGTON, DC 20015
TRUSTEE0.29$0
STUART GILKISON
C/O H KLUTTZ 5301 WISC AVE 300, WASHINGTON, DC 20015
TRUSTEE0.09$0
GREGORY NELSON
C/O H KLUTTZ 5301 WISC AVE 300, WASHINGTON, DC 20015
TRUSTEE0$0

Address and contacts

Address (IRS master file)
5301 WISCONSIN AVE NW STE 300, WASHINGTON, DC 20015-2015
In care of
% HOWARD W KLUTTZ
Signed the 990-PF
ANDREA NELSON, TRUSTEE
Phone
(877) 999-9280
Return prepared by
DOYLE SCHULTZ & BHATIA PLLC

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
54-6767925
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,191,345
Income (IRS master file)
$2,703,298

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$296,377$608,603$6,191,345IRS
990-PFDecember 2024$355,226$551,987$6,503,571IRS
990-PFDecember 2023-$43,267$499,090$6,675,432XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 54-6767925).

Questions about THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION

What is the EIN of THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION?
The employer identification number (EIN) of THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION is 54-6767925.
Is THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION 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 THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION 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 THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE@JOAN L AND ROBERT C GILKISON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $296,377, expenses of $608,603 and total assets of $6,191,345 at year end.

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