STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ERICKSON FAM FOUNDATION TR

2024 · Form 990PF · revenue $10K · expenses $27K · assets $117K

EIN
58-6458012
Address
PO BOX 60710, POTOMAC, MD 20859-0710
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2003
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

No one listed on these returns was paid.

Unpaid officers and directors · 3 people
NameLatest titleYearsOrganizations
John W Erickson CO-TRUSTEE2013-2024 2
Elizabeth A Erickson CO-TRUSTEE2013-2024 1
John M Millkey CO-TRUSTEE2013-2024 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN W ERICKSON CO-TRUSTEE1 $0-$0 $02
ELIZABETH A ERICKSON CO-TRUSTEE1 $0-$0 $01
JOHN M MILLKEY CO-TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 16 grants to organizations · $24K
2023 · 18 grants to organizations · $34K
2022 · 19 grants to organizations · $38K
2021 · 5 grants to organizations · $30K
2020 · 11 grants to organizations · $43K
2019 · 7 grants to organizations · $35K
2018 · 1 grant to organizations · $25K
2017 · 2 grants to organizations · $26K
2016 · 2 grants to organizations · $26K
2014 · 1 grant to organizations · $25K
2013 · 2 grants to organizations · $55K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$10,213$27,050 $116,525$116,525 -- $0--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
-$3,553$36,813 $133,327$133,327 -- $0--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$8,329$41,415 $173,693$173,693 -- $0--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$31,013$30,496 $206,779$206,779 -- $0--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$24,262$45,700 $206,262$206,262 -- $0--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$17,813$35,543 $227,700$227,700 -- $0--
2018 · Form 990PF period ending 2019-06-30 · view filing · original 990 ↗
$14,427$27,593 $245,430$245,430 -- $0--
2017 · Form 990PF period ending 2018-06-30 · view filing · original 990 ↗
$14,467$28,444 $258,596$258,596 $0- $0--
2016 · Form 990PF period ending 2017-06-30 · view filing · original 990 ↗
$20,629$29,721 $272,573$272,573 $13,545- $0--
2014 · Form 990PF period ending 2015-06-30 · view filing · original 990 ↗
$35,899$27,595 $272,019$272,019 $0- $0--
2013 · Form 990PF period ending 2014-06-30 · view filing · original 990 ↗
$26,480$57,885 $263,715$263,715 $0- $0--

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $27,050 spent · pay $0 · grants $24,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $24,500 90.6%
Fees: accounting $2,400 8.9%
Other expenses $150 0.6%
Total$27,050100%

View the filing

2023 · Form 990PF · $36,813 spent · pay $0 · grants $34,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $34,000 92.4%
Fees: accounting $2,375 6.5%
Taxes $288 0.8%
Other expenses $150 0.4%
Total$36,813100%

View the filing

2022 · Form 990PF · $41,415 spent · pay $0 · grants $38,164 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $38,164 92.2%
Fees: accounting $2,600 6.3%
Taxes $471 1.1%
Other expenses $180 0.4%
Total$41,415100%

View the filing

2021 · Form 990PF · $30,496 spent · pay $0 · grants $30,050 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $30,050 98.5%
Taxes $296 1.0%
Other expenses $150 0.5%
Total$30,496100%

View the filing

2020 · Form 990PF · $45,700 spent · pay $0 · grants $43,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $43,000 94.1%
Fees: accounting $2,350 5.1%
Taxes $200 0.4%
Other expenses $150 0.3%
Total$45,700100%

View the filing

2019 · Form 990PF · $35,543 spent · pay $0 · grants $35,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $35,000 98.5%
Fees: accounting $250 0.7%
Other expenses $150 0.4%
Taxes $143 0.4%
Total$35,543100%

View the filing

2018 · Form 990PF · $27,593 spent · pay $0 · grants $25,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,000 90.6%
Fees: accounting $2,300 8.3%
Other expenses $150 0.5%
Taxes $143 0.5%
Total$27,593100%

View the filing

2017 · Form 990PF · $28,444 spent · pay $0 · grants $25,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,750 90.5%
Fees: accounting $2,475 8.7%
Other expenses $150 0.5%
Taxes $69 0.2%
Total$28,444100%

View the filing

2016 · Form 990PF · $29,721 spent · pay $0 · grants $26,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,500 89.2%
Fees: accounting $2,595 8.7%
Taxes $475 1.6%
Other expenses $151 0.5%
Total$29,721100%

View the filing

2014 · Form 990PF · $27,595 spent · pay $0 · grants $25,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,000 90.6%
Fees: accounting $2,182 7.9%
Taxes $263 1.0%
Other expenses $150 0.5%
Total$27,595100%

View the filing

2013 · Form 990PF · $57,885 spent · pay $0 · grants $55,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $55,000 95.0%
Fees: accounting $2,600 4.5%
Other expenses $150 0.3%
Taxes $135 0.2%
Total$57,885100%

View the filing