Nonprofit · EIN 39-6480058
AL HODES CHARITABLE TR
Also known as C-O MARSHALL & ILSLEY TRUST CO
Tax-exempt · GREEN BAY, WI 54307
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $29,932 | $27,800 | $2,132 | $357,261 | $0 | $357,261 |
| June 30, 2025 | 990-PF | $33,544 | $26,226 | $7,318 | $355,099 | $0 | $355,099 |
| June 30, 2024 | 990-PF | $16,934 | $24,799 | -$7,865 | $347,835 | $0 | $347,835 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $11,417
- Net gain from sales of assets
- $18,515
Expenses
- Grants and similar amounts paid
- $20,388
- Compensation of officers, directors and key employees
- $6,927
- Disbursements for charitable purposes
- $22,120
- Excise tax on investment income
- $342
Balance sheet and other
- Total assets, start of year
- $355,099
- Total assets, end of year
- $357,261
- Total liabilities, end of year
- $0
- Net assets, end of year
- $357,261
- Fair market value of assets
- $478,962
- Qualifying distributions
- $22,120
- Net investment income
- $29,875
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Associated Trust Company PO BOX 12800, GREEN BAY, WI 54307 | TRUSTEE | 1 | $6,927 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Associated Trust Company PO BOX 12800, GREEN BAY, WI 54307 | TRUSTEE | 1 | $6,655 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Associated Trust Company PO BOX 12800, GREEN BAY, WI 54307 | TRUSTEE | 1 | $6,270 |
Address and contacts
- Address (IRS master file)
- PO BOX 12800, GREEN BAY, WI 54307-2800
- In care of
- % BMO HARRIS BANK
- Signed the 990-PF
- ASSOCIATED TRUST COMPANY NA, TRUSTEE
- Phone
- (920) 327-5610
- Return prepared by
- ERNST & YOUNG US 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 | 990-PF on file |
| 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
- 39-6480058
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $357,261
- Income (IRS master file)
- $29,932
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | – | – | – | IRS |
| 990-PF | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $16,934 | $24,799 | $347,835 | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about AL HODES CHARITABLE TR
- What is the EIN of AL HODES CHARITABLE TR?
- The employer identification number (EIN) of AL HODES CHARITABLE TR is 39-6480058.
- Is AL HODES CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to AL HODES CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AL HODES CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AL HODES CHARITABLE TR due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AL HODES CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of AL HODES CHARITABLE TR?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $6,927 (Associated Trust Company, TRUSTEE).
- How much revenue does AL HODES CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $29,932, expenses of $27,800 and total assets of $357,261 at year end.
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