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Nonprofit · EIN 31-6021586

MARGARETTA W HUNT TR

Tax-exempt · MILWAUKEE, WI 53201

Financials

−$91K$427K2023$162K$445K2024
Revenue Expenses · by fiscal year end
Financials of MARGARETTA W HUNT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$162,322$444,909-$282,587$6,044,042$0$6,044,042
December 31, 2023990-$91,293$427,079-$518,372$6,326,639$0$6,326,639
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$161,890
Net gain from sales of assets
-$13,488
Other revenue
$432

Expenses

Grants and similar amounts paid
$370,747
Compensation of officers, directors and key employees
$63,548
Salaries, compensation and benefits (total)
$63,548
Professional fundraising fees
$0
Legal fees
$3,500
Accounting fees
$900
Program services (functional)
$437,237
Management and general (functional)
$7,672

Balance sheet and other

Total assets, start of year
$6,326,639
Total assets, end of year
$6,044,042
Total liabilities, end of year
$0
Net assets, end of year
$6,044,042
Publicly traded securities
$5,698,170
Gross receipts
$427,332
Employees
0
Year formed
1922
State of legal domicile
OH

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
U S BANK NATRUSTEE
Institutional trustee
1$63,548
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
U S BANK NATRUSTEE
Institutional trustee
1$58,621

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% US BANK NA TRUSTEE
Principal officer (990 for 2024)
US BANK NA TRUSTEE, PO BOX 1118 ML CN-OH-W10X, CINCINNATI, OH 452011118
Signed the 990
U S BANK N A BY, TRUSTEE
Phone
(513) 632-2586
Return prepared by
PWC US TAX LLP

Mission

PROVIDE OPERATING FUNDS AND FACILITIES TO BAKER HUNT FOUNDATION

990 for the year ended December 31, 2024

Program accomplishments

  • DISTRIBUTIONS TO BAKER HUNT FOUNDATION
    Expenses $444,909 · grants $370,747

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

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

IRS record

EIN
31-6021586
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III functionally integrated
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
1973
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,044,042
Income (IRS master file)
$427,332

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$162,322$444,909$6,044,042IRS
990December 2023-$91,293$427,079$6,326,639XML
990December 2022$334,082$481,745$6,845,014IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 31-6021586).

Questions about MARGARETTA W HUNT TR

What is the EIN of MARGARETTA W HUNT TR?
The employer identification number (EIN) of MARGARETTA W HUNT TR is 31-6021586.
Is MARGARETTA W HUNT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to MARGARETTA W HUNT TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does MARGARETTA W HUNT TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MARGARETTA W HUNT TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARGARETTA W HUNT TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MARGARETTA W HUNT TR?
The 990 for the year ended December 31, 2024 names US BANK NA TRUSTEE.
Who are the officers and directors of MARGARETTA W HUNT TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $63,548 (U S BANK NA, TRUSTEE).
How much revenue does MARGARETTA W HUNT TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $162,322, expenses of $444,909 and total assets of $6,044,042 at year end.

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