Nonprofit · EIN 81-7090234
ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996
Tax-exempt · MARQUETTE, MI 49855
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $130,587 | $78,339 | $52,248 | $1,429,778 | $0 | $1,429,778 |
| December 31, 2024 | 990-PF | $109,459 | $74,738 | $34,721 | $1,377,530 | $0 | $1,377,530 |
| December 31, 2023 | 990-PF | $71,525 | $80,916 | -$9,391 | $1,342,809 | $0 | $1,342,809 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $38,488
- Net gain from sales of assets
- $92,099
Expenses
- Grants and similar amounts paid
- $63,500
- Compensation of officers, directors and key employees
- $12,462
- Disbursements for charitable purposes
- $70,977
- Excise tax on investment income
- $1,713
Balance sheet and other
- Total assets, start of year
- $1,377,530
- Total assets, end of year
- $1,429,778
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,429,778
- Fair market value of assets
- $1,588,448
- Qualifying distributions
- $70,977
- Net investment income
- $130,587
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 |
|---|---|---|---|
| FIRST BANK UPPER MICHIGAN 1502 W WASHINGTON ST, MARQUETTE, MI 49855 | TRUSTEE | 0.5 | $12,462 |
| LOU STEIGERWALD 300 SECTION STREET, NORWAY, MI 49870 | TRUSTEE | 0.5 | $0 |
| KRISTI CAZZOLA 300 SECTION STREET, NORWAY, MI 49870 | TRUSTEE | 0.5 | $0 |
| JOE TINTI 300 SECTION STREET, NORWAY, MI 49870 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK UPPER MICHIGAN 1502 W WASHINGTON ST, MARQUETTE, MI 49855 | TRUSTEE | 0.5 | $12,167 |
| LOU STEIGERWALD 300 SECTION STREET, NORWAY, MI 49870 | TRUSTEE | 0.5 | $0 |
| KRISTI CAZZOLA 300 SECTION STREET, NORWAY, MI 49870 | TRUSTEE | 0.5 | $0 |
| JOE TINTI 300 SECTION STREET, NORWAY, MI 49870 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK UPPER MICHIGAN 1502 W WASHINGTON ST, MARQUETTE, MI 49855 | TRUSTEE | 0.5 | $11,466 |
| LOU STEIGERWALD 300 SECTION STREET, NORWAY, MI 49870 | TRUSTEE | 0.5 | $0 |
| KRISTI CAZZOLA 300 SECTION STREET, NORWAY, MI 49870 | TRUSTEE | 0.5 | $0 |
| JOE TINTI 300 SECTION STREET, NORWAY, MI 49870 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1502 W WASHINGTON ST, MARQUETTE, MI 49855-3118
- In care of
- % NORTHERN MICHIGAN BANK & TRUST
- Signed the 990-PF
- RICHARD LEDY, VICE PRESIDENT-TRUST OFFICER
- Phone
- (906) 228-6088
- Return prepared by
- FLEURY SINGLER & CO 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
- 81-7090234
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,429,778
- Income (IRS master file)
- $339,338
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $130,587 | $78,339 | $1,429,778 | XML |
| 990-PF | December 2024 | $109,459 | $74,738 | $1,377,530 | XML |
| 990-PF | December 2023 | $71,525 | $80,916 | $1,342,809 | 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 81-7090234).
Questions about ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996
- What is the EIN of ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996?
- The employer identification number (EIN) of ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996 is 81-7090234.
- Is ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996 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 ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996 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 ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $12,462 (FIRST BANK UPPER MICHIGAN, TRUSTEE).
- How much revenue does ANN GIULIANI MEMORIAL SCHOLARSHIP TR 01181996 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $130,587, expenses of $78,339 and total assets of $1,429,778 at year end.
Other nonprofits in MARQUETTE
- MARQUETTE COMMUNITY FOUNDATION EIN 38-2826563 · last filed 990 for 2025
- WINDFALL FOUNDATION EIN 45-3698071 · last filed 990-PF for 2025
- GROW & LEAD - COMMUNITY AND YOUTH DEVELOPMENT EIN 38-3522344 · last filed 990 for 2025
- SYLARN FOUNDATION EIN 47-4866886 · last filed 990-PF for 2025
- KATERS CHARITABLE FOUNDATION EIN 87-3713109 · last filed 990-PF for 2025
- LG KAUFMAN ENDOWMENT FOUNDATION EIN 81-3218481 · last filed 990-PF for 2025
- PHYLLIS AND MAX REYNOLDS FOUNDATION INC EIN 38-3354883 · last filed 990-PF for 2025
- JACK & PATRICIA DIXON IRREVOCABLE TRUST FBO MRHC AND UPAWS EIN 81-6574551 · last filed 990-PF for 2025
All nonprofits in MARQUETTE · Michigan · Philanthropy, voluntarism and grantmaking foundations