Robert & Lottie Clark Charitable Trust

Tax-deductible

Marquette, MI501(c)(3)Foundations & GrantmakersEIN 38-6777836

501(c)(3) charity; gifts are tax-deductible.
$4K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average deficit $11K a year · 51% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$4K
to officers and key staff · 33% of spending
Concern: pay to officers and key staff is 33% of spending; over 30%.
990-PF Pt VIII
Cash reserves
178 mo
of spending, in cash
Looks good: 177.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$23K
-7% vs prior year
Spent
$12K
Net assets
$299K
By yearFY2020–FY2025
Revenue
$23K
FY2025▼ -7%
Revenue by fiscal year
FY2020$28K
FY2021$46K
FY2022−$10K
FY2023$14K
FY2024$25K
FY2025$23K
Expenses
$12K
FY2025▲ +7%
Expenses by fiscal year
FY2020$26K
FY2021$26K
FY2022$103K
FY2023$11K
FY2024$11K
FY2025$12K
Net assets
$299K
FY2025▲ +4%
Net assets by fiscal year
FY2020$364K
FY2021$384K
FY2022$271K
FY2023$273K
FY2024$287K
FY2025$299K

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 56% · $7K Operating & administrative 44% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

1 person listed on the 990-PF; $4K paid to officers and key staff.

Part VII, Section A · reportable compensation
$3,847Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023
First Bank Upper Michigan$3,847$3,710$3,468

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Programs and updates

A private foundation based in Marquette, MI.

Provided by the organization

This section is blank until Robert & Lottie Clark Charitable Trust claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 4 grants · $7K · 2025–2025
The Nature ConservancyFY2025$1,658
Marquette Community FoundationFY2025$1,658
Marquette Area Public SchoolsFY2025$1,657
First Presbyterian ChurchFY2025$1,657

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$2K
Median grantPart XV$2K
Largest grantPart XV$2K

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$23K
Investment income$23K
Money out
$12K
Grants paid$7K
Running costs$5K
Owns and owes
$299K
net assets
Cash and savings$174K
Total assets$299K
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$23K
Total revenue$23K
Assets in detailEnd of year
Cash and savings together$174K
Total assets$299K
Liabilities$0
Net assets$299K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $23K$12K$11K$299K 990 PDF
FY2024 $25K$11K$14K$287K 990 PDF
FY2023 $14K$11K$2K$273K 990 PDF
FY2022 −$10K$103K−$113K$271K 990 PDF
FY2021 $46K$26K$20K$384K 990 PDF
FY2020 $28K$26K$2K$364K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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