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EIN 39-6792654

Oliver Felton Charitable Trust First Bank

IRS 501(c) type
501(c)(92)
Num. employees
0
City
Marquette
State
Michigan
Year formed
Most recent tax filings
2023-12-01
NTEE code, primary
Z99: Unknown
Description
Oliver Felton Charitable Trust First Bank is a private foundation located in Marquette, MI. It primarily funds general operating and made 10 grants last year. Some of its grantees include Holy Name Scholarship Fund and other organizations.
Also known as...
Felton Oliver Charitable Unitrust; Oliver Felton Charitable Unitrust
Total revenues
$31,191
2023
Total expenses
$61,512
2023
Total assets
$834,867
2023
Num. employees
0
2023

Grants made by Oliver Felton Charitable Trust First Bank

GranteeGrant descriptionAmount
United Way of Delta CountyGeneral Operating$4,991
William Bonifas Fine Arts CenterGeneral Operating$4,991
Diocesan Council of Marquette Mi Society of St Vincent de PaulGeneral Operating$4,991
...and 1 more grant made

Financials for Oliver Felton Charitable Trust First Bank

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$22,017
Net rental income$0
Net gain from sale of non-inventory assets$9,166
Gross sales of inventory$0
Miscellaneous revenues$8
Total revenues$31,191

Form 990s for Oliver Felton Charitable Trust First Bank

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-10990PFView PDF
2022-122023-05-15990PFView PDF
2021-122022-04-08990PFView PDF
2020-122021-04-09990PFView PDF
2019-122020-08-26990PRView PDF
...and 8 more Form 990s
Data update history
July 7, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 8, 2022
Posted financials
Added Form 990PF for fiscal year 2020
July 2, 2022
Used new vendors
Identified 1 new vendor, including
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
March 5, 2020
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizations
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelNo full-time employees
General information
Address
1502 W Washington St
Marquette, MI 49855
County
Marquette County, MI
Phone
(906) 228-6088
IRS details
EIN
39-6792654
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Z99: Z99
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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