Nonprofit · EIN 26-6519815
ANNIS@WILLEY TR -SHELTER FUND
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $18,064 | $21,868 | -$3,804 | $333,919 | $0 | $333,919 |
| July 31, 2024 | 990-PF | $8,366 | $19,915 | -$11,549 | $337,723 | $0 | $337,723 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $12,004
- Net gain from sales of assets
- $6,055
- Other income
- $5
Expenses
- Grants and similar amounts paid
- $14,432
- Compensation of officers, directors and key employees
- $5,722
- Disbursements for charitable purposes
- $16,519
- Excise tax on investment income
- $178
Balance sheet and other
- Total assets, start of year
- $337,723
- Total assets, end of year
- $333,919
- Total liabilities, end of year
- $0
- Net assets, end of year
- $333,919
- Fair market value of assets
- $366,324
- Qualifying distributions
- $16,519
- Net investment income
- $18,055
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $5,722 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $5,258 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % US BANK NA TTEE
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 26-6519815
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $333,919
- Income (IRS master file)
- $162,786
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $18,064 | $21,868 | $333,919 | XML |
| 990-PF | July 2024 | $8,366 | $19,915 | $337,723 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-6519815).
Questions about ANNIS@WILLEY TR -SHELTER FUND
- What is the EIN of ANNIS@WILLEY TR -SHELTER FUND?
- The employer identification number (EIN) of ANNIS@WILLEY TR -SHELTER FUND is 26-6519815.
- Is ANNIS@WILLEY TR -SHELTER FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ANNIS@WILLEY TR -SHELTER FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNIS@WILLEY TR -SHELTER FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNIS@WILLEY TR -SHELTER FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNIS@WILLEY TR -SHELTER FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of ANNIS@WILLEY TR -SHELTER FUND?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,722 (US BANK N A, TRUSTEE).
- How much revenue does ANNIS@WILLEY TR -SHELTER FUND have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $18,064, expenses of $21,868 and total assets of $333,919 at year end.
Other nonprofits in MILWAUKEE
- GREATER MILWAUKEE FOUNDATION INC EIN 39-6036407 · last filed 990 for 2024
- BRADLEY IMPACT FUND INC EIN 45-4678325 · last filed 990 for 2024
- ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST EIN 47-1295073 · last filed 990-PF for 2025
- ISABEL BADER 2021 CHARITABLE TR EIN 88-6725502 · last filed 990-PF for 2024
- LYNDE AND HARRY BRADLEY FOUNDATION INC EIN 39-6037928 · last filed 990-PF for 2024
- U S BANCORP FOUNDATION EIN 41-1359579 · last filed 990-PF for 2024
- UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC EIN 39-0806190 · last filed 990 for 2025
- RDK FOUNDATION EIN 39-1524311 · last filed 990-PF for 2025
All nonprofits in MILWAUKEE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations