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Nonprofit · EIN 27-2884358

W & R VAN ZILE SCHOLARSHIP FDN

Tax-exempt · MILWAUKEE, WI 53201

Financials

$261K$353K2023$359K$358K2024
Revenue Expenses · by fiscal year end
Financials of W & R VAN ZILE SCHOLARSHIP FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$358,978$357,996$982$5,328,469$0$5,328,469
May 31, 2024990-PF$260,517$353,387-$92,870$5,327,539$0$5,327,539
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$186,355
Net gain from sales of assets
$172,467
Other income
$156

Expenses

Grants and similar amounts paid
$279,660
Compensation of officers, directors and key employees
$71,399
Disbursements for charitable purposes
$289,033
Excise tax on investment income
$4,028

Balance sheet and other

Total assets, start of year
$5,327,539
Total assets, end of year
$5,328,469
Total liabilities, end of year
$0
Net assets, end of year
$5,328,469
Fair market value of assets
$6,480,974
Qualifying distributions
$289,033
Net investment income
$356,730

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$71,399
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$69,157

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% US BANK TRUST TAX SERVICES
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(503) 464-3580
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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
27-2884358
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
2011
Accounting year ends
May
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$5,328,469
Income (IRS master file)
$2,258,687

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$358,978$357,996$5,328,469XML
990-PFMay 2024$260,517$353,387$5,327,539XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2019–––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 27-2884358).

Questions about W & R VAN ZILE SCHOLARSHIP FDN

What is the EIN of W & R VAN ZILE SCHOLARSHIP FDN?
The employer identification number (EIN) of W & R VAN ZILE SCHOLARSHIP FDN is 27-2884358.
Is W & R VAN ZILE SCHOLARSHIP FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to W & R VAN ZILE SCHOLARSHIP FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does W & R VAN ZILE SCHOLARSHIP FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of W & R VAN ZILE SCHOLARSHIP FDN due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did W & R VAN ZILE SCHOLARSHIP FDN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of W & R VAN ZILE SCHOLARSHIP FDN?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $71,399 (US BANK N A, TRUSTEE).
How much revenue does W & R VAN ZILE SCHOLARSHIP FDN have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $358,978, expenses of $357,996 and total assets of $5,328,469 at year end.

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