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Nonprofit · EIN 93-6587571

MILLS FAMILY FOUNDATION TR

Also known as OLD MISSION TRUST COMPANY LLC TTEE

Tax-exempt · TRAVERSE CITY, MI 49686

Financials

$1.5M$9792024$59K$83K2025
Revenue Expenses · by fiscal year end
Financials of MILLS FAMILY FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$59,318$82,707-$23,389$1,461,944$0$1,461,944
December 31, 2024990-PF$1,486,312$979$1,485,333$1,485,333$0$1,485,333
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$41,739
Net gain from sales of assets
$17,579

Expenses

Grants and similar amounts paid
$72,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$73,129
Excise tax on investment income
$694

Balance sheet and other

Total assets, start of year
$1,485,333
Total assets, end of year
$1,461,944
Total liabilities, end of year
$0
Net assets, end of year
$1,461,944
Fair market value of assets
$1,613,992
Qualifying distributions
$73,129
Net investment income
$59,318

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
OLD MISSION TRUST COMPANY
880 MUNSON AVE STE B, TRAVERSE CITY, MI 49686
TRUSTEE1$0
CHRISTOPHER LAMB
880 MUNSON AVE STE B, TRAVERSE CITY, MI 49686
CEO1$0
CAREY TAFELSKY
880 MUNSON AVE STE B, TRAVERSE CITY, MI 49686
CFO1$0
SUSAN WIPPERMAN
880 MUNSON AVE STE B, TRAVERSE CITY, MI 49686
TRUST OFFICER1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
OLD MISSION TRUST COMPANY
880 MUNSON AVE STE B, TRAVERSE CITY, MI 49686
TRUSTEE1$0
CHRISTOPHER LAMB
880 MUNSON AVE STE B, TRAVERSE CITY, MI 49686
CEO1$0
CAREY TAFELSKY
880 MUNSON AVE STE B, TRAVERSE CITY, MI 49686
CFO1$0
SUSAN WIPPERMAN
880 MUNSON AVE STE B, TRAVERSE CITY, MI 49686
TRUST OFFICER1$0

Address and contacts

Address (IRS master file)
880 MUNSON AVE STE B, TRAVERSE CITY, MI 49686-3661
In care of
% OLD MISSION TRUST COMPANY LLC
Signed the 990-PF
OLD MISSION TRUST COMPANY, TRUSTEE
Phone
(231) 929-4100
Return prepared by
DGN 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 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, 2024Check at the IRS

IRS record

EIN
93-6587571
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,461,944
Income (IRS master file)
$394,390

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$59,318$82,707$1,461,944IRS
990-PFDecember 2024$1,486,312$979$1,485,333IRS

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 93-6587571).

Questions about MILLS FAMILY FOUNDATION TR

What is the EIN of MILLS FAMILY FOUNDATION TR?
The employer identification number (EIN) of MILLS FAMILY FOUNDATION TR is 93-6587571.
Is MILLS FAMILY FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to MILLS FAMILY FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MILLS FAMILY FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MILLS FAMILY FOUNDATION 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 MILLS FAMILY FOUNDATION 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 MILLS FAMILY FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MILLS FAMILY FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $59,318, expenses of $82,707 and total assets of $1,461,944 at year end.

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