Nonprofit · EIN 58-6458012
ERICKSON FAM FOUNDATION TR
Also known as ERICKSON JOHN W ET AL TTEE
Tax-exempt · POTOMAC, MD 20859
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $10,213 | $27,050 | -$16,837 | $116,525 | $0 | $116,525 |
| June 30, 2024 | 990-PF | -$3,553 | $36,813 | -$40,366 | $133,327 | $0 | $133,327 |
| June 30, 2023 | 990-PF | $8,329 | $41,415 | -$33,086 | $173,693 | $0 | $173,693 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $7,898
- Interest
- $1
- Net gain from sales of assets
- $2,155
- Other income
- $159
Expenses
- Grants and similar amounts paid
- $24,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $25,460
- Excise tax on investment income
- $118
Balance sheet and other
- Total assets, start of year
- $133,327
- Total assets, end of year
- $116,525
- Total liabilities, end of year
- $0
- Net assets, end of year
- $116,525
- Fair market value of assets
- $125,332
- Qualifying distributions
- $25,460
- Net investment income
- $10,054
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH A ERICKSON PO BOX 60710, POTOMAC, MD 20859 | CO-TRUSTEE | 1 | $0 |
| JOHN M MILLKEY PO BOX 60710, POTOMAC, MD 20859 | CO-TRUSTEE | 1 | $0 |
| JOHN W ERICKSON PO BOX 60710, POTOMAC, MD 20859 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN W ERICKSON 10833 STANMORE DRIVE, POTOMAC, MD 20854 | CO-TRUSTEE | 1 | $0 |
| ELIZABETH A ERICKSON 10833 STANMORE DRIVE, POTOMAC, MD 20854 | CO-TRUSTEE | 1 | $0 |
| JOHN M MILLKEY 10833 STANMORE DRIVE, POTOMAC, MD 20854 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN W ERICKSON 10833 STANMORE DRIVE, POTOMAC, MD 20854 | CO-TRUSTEE | 1 | $0 |
| ELIZABETH A ERICKSON 10833 STANMORE DRIVE, POTOMAC, MD 20854 | CO-TRUSTEE | 1 | $0 |
| JOHN M MILLKEY 10833 STANMORE DRIVE, POTOMAC, MD 20854 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 60710, POTOMAC, MD 20859-0710
- In care of
- % ELIZABETH A ERICKSON
- Signed the 990-PF
- JOHN W ERICKSON, CO-TRUSTEE
- Phone
- (240) 994-6281
- Return prepared by
- COHNREZNICK ADVISORY 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6458012
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $116,525
- Income (IRS master file)
- $32,996
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $10,213 | $27,050 | $116,525 | XML |
| 990-PF | June 2024 | -$3,553 | $36,813 | $133,327 | XML |
| 990-PF | June 2023 | $8,329 | $41,415 | $173,693 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 58-6458012).
Questions about ERICKSON FAM FOUNDATION TR
- What is the EIN of ERICKSON FAM FOUNDATION TR?
- The employer identification number (EIN) of ERICKSON FAM FOUNDATION TR is 58-6458012.
- Is ERICKSON FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ERICKSON FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ERICKSON FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ERICKSON FAM FOUNDATION TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ERICKSON FAM FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ERICKSON FAM FOUNDATION TR?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ERICKSON FAM FOUNDATION TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $10,213, expenses of $27,050 and total assets of $116,525 at year end.
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