Nonprofit · EIN 35-6807201
DONALD E & EUNICE V DOW CHARITABLE TR
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $60,543 | $57,863 | $2,680 | $788,365 | $0 | $788,365 |
| June 30, 2024 | 990-PF | $165,589 | $47,922 | $117,667 | $785,681 | $0 | $785,681 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $28,965
- Net gain from sales of assets
- $31,556
- Other income
- $22
Expenses
- Grants and similar amounts paid
- $38,108
- Compensation of officers, directors and key employees
- $13,995
- Disbursements for charitable purposes
- $41,008
- Excise tax on investment income
- $663
Balance sheet and other
- Total assets, start of year
- $785,681
- Total assets, end of year
- $788,365
- Total liabilities, end of year
- $0
- Net assets, end of year
- $788,365
- Fair market value of assets
- $898,355
- Qualifying distributions
- $41,008
- Net investment income
- $60,516
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $13,995 |
| DR RICHARD PENSIS W5675 COUNTY HIGHWAY B, SHAWANO, WI 54166 | MEMBER | 0 | $0 |
| DR PAUL CARLSEN 1290 NORTH AVENUE, CLEVELAND, WI 53015 | MEMBER | 0 | $0 |
| DR SHARON BALSTAD 4385 ANNABELL CIRCLE, GREEN BAY, WI 54313 | MEMBER | 0 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $13,123 |
| DR RICHARD PENSIS W5675 COUNTY HIGHWAY B, SHAWANO, WI 54166 | MEMBER | 0 | $0 |
| DR PAUL CARLSEN 1290 NORTH AVENUE, CLEVELAND, WI 53015 | MEMBER | 0 | $0 |
| DR SHARON BALSTAD 4385 ANNABELL CIRCLE, GREEN BAY, WI 54313 | MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % U S BANK TTEE
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (920) 459-6920
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6807201
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $788,365
- Income (IRS master file)
- $391,510
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $60,543 | $57,863 | $788,365 | XML |
| 990-PF | June 2024 | $165,589 | $47,922 | $785,681 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 35-6807201).
Questions about DONALD E & EUNICE V DOW CHARITABLE TR
- What is the EIN of DONALD E & EUNICE V DOW CHARITABLE TR?
- The employer identification number (EIN) of DONALD E & EUNICE V DOW CHARITABLE TR is 35-6807201.
- Is DONALD E & EUNICE V DOW CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to DONALD E & EUNICE V DOW CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD E & EUNICE V DOW CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD E & EUNICE V DOW CHARITABLE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONALD E & EUNICE V DOW CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of DONALD E & EUNICE V DOW CHARITABLE TR?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $13,995 (US BANK N A, TRUSTEE).
- How much revenue does DONALD E & EUNICE V DOW CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $60,543, expenses of $57,863 and total assets of $788,365 at year end.
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