Robert & Lottie Clark Charitable Tr

Marquette, MI
Tax-exempt since Feb. 2002
EIN: 38-6777836

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$24.9k (2024)

Expenses

$10.9k (2024)

Total Assets

$287k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$24,855

Expenses

$10,944

Net Income

$13,911

Net Assets

$287,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,669	30.9%
Dividends	$3,256	13.1%
Sales of Assets	$13,930	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,074	55.5%
Compensation of Officers*	$3,710	33.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$287,356
Total Liabilities	$0
Net Assets	$287,356

Compensation

Key Employees and Officers	Compensation	Other
First Bank Upper Michigan (Trustee)	$3,710	$0

990-PF

Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$13,549

Expenses

$11,132

Net Income

$2,417

Net Assets

$273,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,471	47.8%
Dividends	$2,724	20.1%
Sales of Assets	$4,354	32.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,626	59.5%
Compensation of Officers*	$3,468	31.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$273,453
Total Liabilities	$0
Net Assets	$273,453

Compensation

Key Employees and Officers	Compensation	Other
First Bank Upper Michigan (Trustee)	$3,468	$0

990-PF

Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

-$10,261

Expenses

$102,655

Net Income

-$112,916

Net Assets

$271,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,541
Dividends	$3,512
Sales of Assets	-$15,314
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,202	94.7%
Compensation of Officers*	$3,607	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$271,042
Total Liabilities	$0
Net Assets	$271,042

Compensation

Key Employees and Officers	Compensation	Other
First Bank Upper Michigan (Trustee)	$3,607	$0

990-PF

Filed on April 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$46,378

Expenses

$26,351

Net Income

$20,027

Net Assets

$383,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$9,417	20.3%
Sales of Assets	$36,958	79.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,272	76.9%
Compensation of Officers*	$4,796	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$383,778
Total Liabilities	$0
Net Assets	$383,778

Compensation

Key Employees and Officers	Compensation	Other
First Bank Upper Michigan (Trustee)	$4,796	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$27,972

Expenses

$26,451

Net Income

$1,521

Net Assets

$363,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$194	0.7%
Dividends	$10,489	37.5%
Sales of Assets	$17,289	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,597	77.9%
Compensation of Officers*	$4,462	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$363,620
Total Liabilities	$1
Net Assets	$363,619

Compensation

Key Employees and Officers	Compensation	Other
First Bank Upper Michigan (Trustee)	$4,462	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$20,123

Expenses

$26,455

Net Income

-$6,332

Net Assets

$362,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,016	5.0%
Dividends	$10,219	50.8%
Sales of Assets	$8,888	44.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,026	79.5%
Compensation of Officers*	$4,391	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$362,629
Total Liabilities	$1
Net Assets	$362,628

Compensation

Key Employees and Officers	Compensation	Other
First Bank Upper Michigan (Trustee)	$4,391	$0

990-PF

Filed on July 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$22,376

Expenses

$27,423

Net Income

-$5,047

Net Assets

$368,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$498	2.2%
Dividends	$10,255	45.8%
Sales of Assets	$11,623	51.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,561	78.6%
Compensation of Officers*	$4,402	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$368,771
Total Liabilities	$0
Net Assets	$368,771

Compensation

Key Employees and Officers	Compensation	Other
First Bank Upper Michigan (Trustee)	$4,402	$0

990-PF

Filed on April 30, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$18,468

Expenses

$27,133

Net Income

-$8,665

Net Assets

$373,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$166	0.9%
Dividends	$10,031	54.3%
Sales of Assets	$8,271	44.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,612	79.7%
Compensation of Officers*	$4,481	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$373,818
Total Liabilities	$0
Net Assets	$373,818

Compensation

Key Employees and Officers	Compensation	Other
First Bank Upper Michigan (Trustee)	$4,481	$0

990-PF

Filed on May 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$14,628

Expenses

$28,070

Net Income

-$13,442

Net Assets

$382,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55	0.4%
Dividends	$9,565	65.4%
Sales of Assets	$4,823	33.0%
Other Income	$185	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,660	80.7%
Compensation of Officers*	$4,470	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$382,483
Total Liabilities	$0
Net Assets	$382,483

Compensation

Key Employees and Officers	Compensation	Other
Northern Michigan Bank Trust (Trustee)	$4,470	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$8,963

Expenses

$29,186

Net Income

-$20,223

Net Assets

$395,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.6%
Dividends	$11,081	> 100%
Sales of Assets	-$2,175
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,428	80.3%
Compensation of Officers*	$4,676	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$395,925
Total Liabilities	$0
Net Assets	$395,925

Compensation

Key Employees and Officers	Compensation	Other
Northern Michigan Bank Trust (Trustee)	$4,676	$0

990-PF

Filed on May 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$20,901

Expenses

$29,618

Net Income

-$8,717

Net Assets

$416,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.1%
Dividends	$13,361	63.9%
Sales of Assets	$7,520	36.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,256	78.5%
Compensation of Officers*	$4,842	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$416,148
Total Liabilities	$0
Net Assets	$416,148

Compensation

Key Employees and Officers	Compensation	Other
Northern Michigan Bank Trust (Trustee)	$4,842	$0

990-PF

Filed on April 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$28,800

Expenses

$29,471

Net Income

-$671

Net Assets

$424,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.1%
Dividends	$14,100	49.0%
Sales of Assets	$14,682	51.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,350	79.2%
Compensation of Officers*	$4,844	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$424,865
Total Liabilities	$0
Net Assets	$424,865

Compensation

Key Employees and Officers	Compensation	Other
Northern Michigan Bank Trust (Trustee)	$4,844	$0

990-PF

Filed on May 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$22,860

Expenses

$29,391

Net Income

-$6,531

Net Assets

$425,535

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.1%
Dividends	$15,863	69.4%
Sales of Assets	$6,971	30.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,152	78.8%
Compensation of Officers*	$4,817	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$425,536
Total Liabilities	$1
Net Assets	$425,535

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$22,344

Expenses

$28,934

Net Income

-$6,590

Net Assets

$432,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.2%
Dividends	$16,051	71.8%
Sales of Assets	$6,253	28.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,940	79.3%
Compensation of Officers*	$4,800	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$432,067
Total Liabilities	$1
Net Assets	$432,066

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Robert & Lottie Clark Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $24.9k (2024)

Expenses $10.9k (2024)

Total Assets $287k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$24.9k (2024)

Expenses

$10.9k (2024)

Total Assets

$287k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
2009

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2001