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Nonprofit · EIN 33-4133793

UIHLEIN WARRIOR FOUNDATION TRUST

Tax-exempt · BOZEMAN, MT 59715

Financials

$2.1M$02025
Revenue Expenses · by fiscal year end
Financials of UIHLEIN WARRIOR FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,082,066$0$2,082,066$2,082,066$0$2,082,066
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,072,419
Net gain from sales of assets
$9,647

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$20,889

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$2,082,066
Total liabilities, end of year
$0
Net assets, end of year
$2,082,066
Fair market value of assets
$2,082,066
Net investment income
$1,502,824

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PHILIP J UIHLEIN
1662 MOOSEPOINT RD, BOZEMAN, MT 59715
CO-TRUSTEE1$0
JENNIFER UIHLEIN
514 AMERICAS WAY 19485, BOX ELDER, SD 57719
CO-TRUSTEE1$0
JAMES MCCRAY
114 VILLAGE DOWNTOWN BLVD, BOZEMAN, MT 59715
CO-TRUSTEE1$0
JAMES KITZINGER
330 E KILBOURN AVE STE 1180, MILWAUKEE, WI 53202
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
1662 MOOSEPOINT RD, BOZEMAN, MT 59715-9114
Signed the 990-PF
PHILIP J UIHLEIN, TRUSTEE
Phone
(414) 354-7885
Return prepared by
SCRIBNER COHEN AND COMPANY SC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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, 2026990-PF on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
33-4133793
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,082,066
Income (IRS master file)
$4,154,485

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,082,066$0$2,082,066XML

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 33-4133793).

Questions about UIHLEIN WARRIOR FOUNDATION TRUST

What is the EIN of UIHLEIN WARRIOR FOUNDATION TRUST?
The employer identification number (EIN) of UIHLEIN WARRIOR FOUNDATION TRUST is 33-4133793.
Is UIHLEIN WARRIOR FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to UIHLEIN WARRIOR FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does UIHLEIN WARRIOR FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of UIHLEIN WARRIOR FOUNDATION TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UIHLEIN WARRIOR FOUNDATION TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of UIHLEIN WARRIOR FOUNDATION TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does UIHLEIN WARRIOR FOUNDATION TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,082,066, expenses of $0 and total assets of $2,082,066 at year end.

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