Nonprofit · EIN 81-6507704
MJ CHARITABLE TR
Also known as ELMER R ELLIS TTEE
Tax-exempt · MARINETTE, WI 54143
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $48,193 | $69,166 | -$20,973 | $977,915 | $0 | $977,915 |
| December 31, 2024 | 990-PF | $187,841 | $67,805 | $120,036 | $998,528 | $0 | $998,528 |
| December 31, 2023 | 990-PF | $45,330 | $65,187 | -$19,857 | $878,413 | $0 | $878,413 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,399
- Net gain from sales of assets
- $21,794
Expenses
- Grants and similar amounts paid
- $54,242
- Compensation of officers, directors and key employees
- $1,000
- Disbursements for charitable purposes
- $57,372
- Excise tax on investment income
- $533
Balance sheet and other
- Total assets, start of year
- $998,528
- Total assets, end of year
- $977,915
- Total liabilities, end of year
- $0
- Net assets, end of year
- $977,915
- Fair market value of assets
- $1,124,065
- Qualifying distributions
- $57,372
- Net investment income
- $48,193
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 |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
Address and contacts
- Address (IRS master file)
- STEPHENSON NATL BK TR 1820 HALL AVE, MARINETTE, WI 54143-0000
- In care of
- % STEPHENSON NATIONAL BANK
- Signed the 990-PF
- Joshua Nerat, Trust Officer
- Phone
- (715) 732-1732
- Return prepared by
- CCH TRUST US
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
- 81-6507704
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $977,915
- Income (IRS master file)
- $397,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $48,193 | $69,166 | $977,915 | IRS |
| 990-PF | December 2024 | $187,841 | $67,805 | $998,528 | IRS |
| 990-PF | December 2023 | $45,330 | $65,187 | $878,413 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 81-6507704).
Questions about MJ CHARITABLE TR
- What is the EIN of MJ CHARITABLE TR?
- The employer identification number (EIN) of MJ CHARITABLE TR is 81-6507704.
- Is MJ CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to MJ CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MJ CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MJ 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 MJ 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 MJ CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,000 (STEPHENSON NATIONAL BANK & TRUST, TRUSTEE).
- How much revenue does MJ CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $48,193, expenses of $69,166 and total assets of $977,915 at year end.
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All nonprofits in MARINETTE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations