Nonprofit · EIN 39-6520469
HELEN MILLER TR
Tax-exempt · NEENAH, WI 54957
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $12,546 | $16,043 | -$3,497 | $206,470 | $0 | $206,470 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $7,630
- Net gain from sales of assets
- $4,916
Expenses
- Grants and similar amounts paid
- $10,700
- Compensation of officers, directors and key employees
- $4,089
- Disbursements for charitable purposes
- $14,917
- Excise tax on investment income
- $160
Balance sheet and other
- Total assets, start of year
- $210,000
- Total assets, end of year
- $206,470
- Total liabilities, end of year
- $0
- Net assets, end of year
- $206,470
- Fair market value of assets
- $223,394
- Qualifying distributions
- $14,917
- Net investment income
- $12,546
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 |
|---|---|---|---|
| LEGACY PRIVATE TRUST COMPANY PO BOX 649, NEENAH, WI 549570649 | TRUSTEE | 2 | $4,089 |
Address and contacts
- Address (IRS master file)
- PO BOX 649, NEENAH, WI 54957-0649
- In care of
- % PORT WASHINGTON ST BK TTEE
- Signed the 990-PF
- BARBARA A BLASHKA, VP Tax & Financ
- Return prepared by
- TRUST TAX COMPLIANCE LLC
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
- 39-6520469
- 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
- 1990
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $206,470
- Income (IRS master file)
- $68,481
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | – | – | – | IRS |
| 990-PF | May 2024 | $6,758 | $14,854 | $210,000 | IRS |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 HELEN MILLER TR
- What is the EIN of HELEN MILLER TR?
- The employer identification number (EIN) of HELEN MILLER TR is 39-6520469.
- Is HELEN MILLER TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to HELEN MILLER TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN MILLER TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN MILLER TR 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 HELEN MILLER TR 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 HELEN MILLER TR?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,089 (LEGACY PRIVATE TRUST COMPANY, TRUSTEE).
- How much revenue does HELEN MILLER TR have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $12,546, expenses of $16,043 and total assets of $206,470 at year end.
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