Nonprofit · EIN 99-6471982
LYNN ANNE ROBERTSON CHARITABLE TR
Also known as TODD A ROBERTSON TTEE
Tax-exempt · JACKSON, MI 49203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $339 | $2,923 | -$2,584 | $10,251 | $0 | $10,251 |
| December 31, 2024 | 990-PF | $13,616 | $775 | $12,841 | $14,227 | $0 | $14,227 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $200
- Dividends
- $139
Expenses
- Grants and similar amounts paid
- $2,500
- Disbursements for charitable purposes
- $2,758
Balance sheet and other
- Total assets, start of year
- $14,227
- Total assets, end of year
- $10,251
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,251
- Fair market value of assets
- $13,465
- Qualifying distributions
- $2,758
- Net investment income
- $139
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 |
|---|---|---|---|
| Todd Robertson 2499 W High St, JACKSON, MI 49203 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd A Robertson 2499 W High St, JACKSON, MI 49203 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2499 W HIGH ST, JACKSON, MI 49203-2770
- In care of
- % TODD A ROBERTSON TRUSTEE
- Signed the 990-PF
- Todd A Robertson, Trustee
- Phone
- (517) 783-5525
- Return prepared by
- Curtis Curtis & Brelinski 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 | Check at the IRS |
IRS record
- EIN
- 99-6471982
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,251
- Income (IRS master file)
- $339
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $339 | $2,923 | $10,251 | IRS |
| 990-PF | December 2024 | $13,616 | $775 | $14,227 | XML |
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 99-6471982).
Questions about LYNN ANNE ROBERTSON CHARITABLE TR
- What is the EIN of LYNN ANNE ROBERTSON CHARITABLE TR?
- The employer identification number (EIN) of LYNN ANNE ROBERTSON CHARITABLE TR is 99-6471982.
- Is LYNN ANNE ROBERTSON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to LYNN ANNE ROBERTSON CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LYNN ANNE ROBERTSON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LYNN ANNE ROBERTSON 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 LYNN ANNE ROBERTSON 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 LYNN ANNE ROBERTSON CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does LYNN ANNE ROBERTSON CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $339, expenses of $2,923 and total assets of $10,251 at year end.
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