Robert & Lottie Clark Charitable
Robert & Lottie Clark Charitable is a private foundation, based in Marquette, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $299K in total assets. In 2025, it awarded 4 grants totaling $7K. Net investment income was $18K.
Key facts about Robert & Lottie Clark Charitable
In short: Robert & Lottie Clark Charitable gave $7K across 4 grants in 2025 (avg $2K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- EIN
- 38-6777836
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $6,630
- Grants made (2025)
- 4
- Average grant
- $1,658
- Median grant
- $1,658
- Total assets
- $298,740
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$299K
+4.0% YoY
Annual Giving
$7K
+9.2% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$2K
+9.2% YoY
Under IRS private-foundation payout rules, Robert & Lottie Clark Charitable reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
How Robert & Lottie Clark Charitable gives
- Giving fell 93% from 2022 to 2025. Method
- In 2025 it paid out 39% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2024) to $97K (2022). In 2025 it made 4 grants totaling $7K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Marquette Community Foundation ($2K). Together the top 4 received $7K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marquette Community Foundation Marquette, MI | Donation | $1,658 |
| The Nature Conservancy Marquette, MI | For Upper Peninsula | $1,658 |
| First Presbyterian Church Marquette, MI | Donation | $1,657 |
| Marquette Area Public Schools Marquette, MI | Expanding Possibilities Program | $1,657 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $298,740 | $287,356 | $273,453 |
| Revenue | $23,128 | $24,855 | $13,549 |
| Expenses | $11,740 | $10,944 | $11,132 |
| Qualifying Distributions | $6,630 | $6,074 | $6,626 |
| Net Investment Income | $18,068 | $20,025 | $9,043 |
| Distributable Amount | $17,167 | $16,441 | $15,338 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Robert & Lottie Clark Charitable's only listed officer is First Bank Upper Michigan, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
First Bank Upper Michigan
Trustee
On filings since 2020
0.5 hrs/week
$4K (2020) → $4K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to First Bank Upper Michigan (Trustee).
Frequently asked questions about Robert & Lottie Clark Charitable
How much does Robert & Lottie Clark Charitable give each year?
Robert & Lottie Clark Charitable gave $7K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 4 grants.
What is Robert & Lottie Clark Charitable's typical grant size?
Robert & Lottie Clark Charitable's median grant in 2025 was $1,658, and its average grant was $1,658, across 4 grants on its 2025 IRS Form 990-PF.
Where does Robert & Lottie Clark Charitable give grants?
Robert & Lottie Clark Charitable gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Marquette, MI (4 grants).
Does Robert & Lottie Clark Charitable give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Robert & Lottie Clark Charitable's 2025 IRS Form 990-PF were described as general or operating support.
How large is Robert & Lottie Clark Charitable?
Robert & Lottie Clark Charitable reported $299K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Robert & Lottie Clark Charitable's EIN?
Robert & Lottie Clark Charitable's EIN (Employer Identification Number) is 38-6777836. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Robert & Lottie Clark Charitable by hand.
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