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Nonprofit · EIN 39-6055723

MAY LUCHSINGER TR FBO VETS

Also known as VETS

Tax-exempt · BELOIT, WI 53511

Financials

$21K$18K2023$26K$20K2024$28K$24K2025
Revenue Expenses · by fiscal year end
Financials of MAY LUCHSINGER TR FBO VETS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$28,122$24,123$3,999$345,574$0$345,574
December 31, 2024990-PF$26,010$19,548$6,462$341,607$0$341,607
December 31, 2023990-PF$21,070$18,164$2,906$335,322$0$335,322
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,308
Net gain from sales of assets
$15,814

Expenses

Grants and similar amounts paid
$18,000
Compensation of officers, directors and key employees
$5,229
Disbursements for charitable purposes
$22,832
Excise tax on investment income
$373

Balance sheet and other

Total assets, start of year
$341,607
Total assets, end of year
$345,574
Total liabilities, end of year
$0
Net assets, end of year
$345,574
Fair market value of assets
$428,776
Qualifying distributions
$22,832
Net investment income
$28,122

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
First National Bank & Trust Company
345 East Grand Ave, Beloit, WI 53511
Trust25$5,229
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
First National Bank & Trust Company
345 East Grand Ave, Beloit, WI 53511
Trust25$5,050
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
First National Bank Trust Company
345 East Grand Ave, Beloit, WI 53511
Trust25$4,675

Address and contacts

Address (IRS master file)
345 E GRAND AVE, BELOIT, WI 53511-6226
In care of
% FIRST NATIONAL BANK & TRUST CO
Signed the 990-PF
FRAN D SORENSON, Trust Officer
Phone
(608) 363-8618
Return prepared by
FIRST NATIONAL BANK AND TRUST CO

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, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6055723
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
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$345,574
Income (IRS master file)
$76,715

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$28,122$24,123$345,574IRS
990-PFDecember 2024$26,010$19,548$341,607IRS
990-PFDecember 2023$21,070$18,164$335,322XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 39-6055723).

Questions about MAY LUCHSINGER TR FBO VETS

What is the EIN of MAY LUCHSINGER TR FBO VETS?
The employer identification number (EIN) of MAY LUCHSINGER TR FBO VETS is 39-6055723.
Is MAY LUCHSINGER TR FBO VETS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to MAY LUCHSINGER TR FBO VETS tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MAY LUCHSINGER TR FBO VETS file?
Form 990-PF. Private foundations file every year.
When is the next return of MAY LUCHSINGER TR FBO VETS 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 MAY LUCHSINGER TR FBO VETS 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 MAY LUCHSINGER TR FBO VETS?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,229 (First National Bank & Trust Company, Trust).
How much revenue does MAY LUCHSINGER TR FBO VETS have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,122, expenses of $24,123 and total assets of $345,574 at year end.

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