Erickson Fam Foundation Tr

Erickson John W Et Al Ttee

Potomac, MD
Tax-exempt since April 2003
EIN: 58-6458012

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

−$3.55k (2024)

Expenses

$36.8k (2024)

Total Assets

$133k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 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 June
2024

Revenue

-$3,553

Expenses

$36,813

Net Income

-$40,366

Net Assets

$133,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1
Dividends	$1,454
Sales of Assets	-$5,008
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,950	94.9%
Compensation of Officers*	$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	$133,327
Total Liabilities	$0
Net Assets	$133,327

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on March 3, 2025

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

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Schedules ▼

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Fiscal Year Ending June
2023

Revenue

$8,329

Expenses

$41,415

Net Income

-$33,086

Net Assets

$173,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$10,104	> 100%
Sales of Assets	-$1,776
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,464	95.3%
Compensation of Officers*	$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	$173,693
Total Liabilities	$0
Net Assets	$173,693

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on May 13, 2024

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

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Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$31,013

Expenses

$30,496

Net Income

$517

Net Assets

$206,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$2,128	6.9%
Sales of Assets	$28,884	93.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,050	98.5%
Compensation of Officers*	$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	$206,779
Total Liabilities	$0
Net Assets	$206,779

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on May 15, 2023

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

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Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$24,262

Expenses

$45,700

Net Income

-$21,438

Net Assets

$206,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$17,322	71.4%
Sales of Assets	$6,939	28.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,175	96.7%
Compensation of Officers*	$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	$206,262
Total Liabilities	$0
Net Assets	$206,262

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on May 10, 2022

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

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XML

Fiscal Year Ending June
2020

Revenue

$17,813

Expenses

$35,543

Net Income

-$17,730

Net Assets

$227,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$13,251	74.4%
Sales of Assets	$4,556	25.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,250	99.2%
Compensation of Officers*	$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	$227,700
Total Liabilities	$1
Net Assets	$227,699

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on April 13, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$14,427

Expenses

$27,593

Net Income

-$13,166

Net Assets

$245,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.1%
Dividends	$11,670	80.9%
Sales of Assets	$2,743	19.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,300	98.9%
Compensation of Officers*	$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	$245,430
Total Liabilities	$0
Net Assets	$245,430

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2019

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

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Schedules ▼

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Fiscal Year Ending June
2018

Revenue

$14,467

Expenses

$28,444

Net Income

-$13,977

Net Assets

$258,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.2%
Dividends	$12,460	86.1%
Sales of Assets	$1,982	13.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,225	99.2%
Compensation of Officers*	$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	$258,596
Total Liabilities	$0
Net Assets	$258,596

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2018

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

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PDF XML

Fiscal Year Ending June
2017

Revenue

$20,629

Expenses

$29,721

Net Income

-$9,092

Net Assets

$272,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,545	65.7%
Interest Revenue	$1	0.0%
Dividends	$4,997	24.2%
Sales of Assets	$2,086	10.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,095	97.9%
Compensation of Officers*	$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	$272,573
Total Liabilities	$0
Net Assets	$272,573

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$23,881

Expenses

$12,902

Net Income

$10,979

Net Assets

$281,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$23,879	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,395	96.1%
Compensation of Officers*	$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	$281,665
Total Liabilities	$0
Net Assets	$281,665

990-PF

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

PDF

Fiscal Year Ending June
2015

Revenue

$35,899

Expenses

$27,595

Net Income

$8,304

Net Assets

$272,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$28,356	79.0%
Sales of Assets	$7,343	20.5%
Other Income	$198	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,182	98.5%
Compensation of Officers*	$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	$272,019
Total Liabilities	$0
Net Assets	$272,019

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on Jan. 18, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$26,480

Expenses

$57,885

Net Income

-$31,405

Net Assets

$263,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,318	5.0%
Dividends	$16,882	63.8%
Sales of Assets	$8,280	31.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,600	99.5%
Compensation of Officers*	$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	$263,715
Total Liabilities	$0
Net Assets	$263,715

Compensation

Key Employees and Officers	Compensation	Other
John W Erickson (Co Trustee)	$0	$0
Elizabeth A Erickson (Co Trustee)	$0	$0
John M Millkey (Co Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2013

Revenue

$6,948

Expenses

$2,426

Net Income

$4,522

Net Assets

$295,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.1%
Dividends	$3,376	48.6%
Sales of Assets	$3,525	50.7%
Other Income	$37	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,064	85.1%
Compensation of Officers*	$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	$295,120
Total Liabilities	$0
Net Assets	$295,120

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$10,755

Expenses

$3,358

Net Income

$7,397

Net Assets

$290,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$8,903	82.8%
Sales of Assets	$1,850	17.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,150	93.8%
Compensation of Officers*	$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	$290,598
Total Liabilities	$0
Net Assets	$290,598

PDF

Fiscal Year Ending June
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated June 30, 2025

Erickson Fam Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$3.55k (2024)

Expenses $36.8k (2024)

Total Assets $133k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Revenue

−$3.55k (2024)

Expenses

$36.8k (2024)

Total Assets

$133k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003