Nonprofit · EIN 39-6484669
WILLIAM J AND GERTRUDE R CASPER FOUNDATION
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $1,298,454 | $1,094,592 | $203,862 | $17,156,425 | $0 | $17,156,425 |
| May 31, 2024 | 990-PF | $1,083,145 | $1,072,553 | $10,592 | $16,950,676 | $0 | $16,950,676 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $594,678
- Net gain from sales of assets
- $700,161
- Other income
- $3,615
Expenses
- Grants and similar amounts paid
- $891,504
- Compensation of officers, directors and key employees
- $128,789
- Disbursements for charitable purposes
- $936,029
- Excise tax on investment income
- $16,017
Balance sheet and other
- Total assets, start of year
- $16,950,676
- Total assets, end of year
- $17,156,425
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,156,425
- Fair market value of assets
- $21,611,313
- Qualifying distributions
- $936,029
- Net investment income
- $1,290,325
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $128,789 |
| EDWARD HANNAH RUTLEDGE CHARITIES PO BOX 758, CHIPPEWA FALLS, WI 54729 | FOUNDATION BOARD | 40 | $0 |
990-PF for the year ended May 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $115,123 |
| EDWARD HANNAH RUTLEDGE CHARITIES PO BOX 758, CHIPPEWA FALLS, WI 54729 | FOUNDATION BOARD | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % TRUST TAX DEPARTMENT
- Signed the 990-PF
- U S BANK N A TRUSTEE, TRUSTEE
- Phone
- (414) 765-5118
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6484669
- 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
- 1989
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $17,156,425
- Income (IRS master file)
- $5,121,961
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $1,298,454 | $1,094,592 | $17,156,425 | XML |
| 990-PF | May 2024 | $1,083,145 | $1,072,553 | $16,950,676 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 39-6484669).
Questions about WILLIAM J AND GERTRUDE R CASPER FOUNDATION
- What is the EIN of WILLIAM J AND GERTRUDE R CASPER FOUNDATION?
- The employer identification number (EIN) of WILLIAM J AND GERTRUDE R CASPER FOUNDATION is 39-6484669.
- Is WILLIAM J AND GERTRUDE R CASPER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to WILLIAM J AND GERTRUDE R CASPER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM J AND GERTRUDE R CASPER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM J AND GERTRUDE R CASPER FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM J AND GERTRUDE R CASPER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of WILLIAM J AND GERTRUDE R CASPER FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $128,789 (US BANK N A, TRUSTEE).
- How much revenue does WILLIAM J AND GERTRUDE R CASPER FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,298,454, expenses of $1,094,592 and total assets of $17,156,425 at year end.
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