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Nonprofit · EIN 39-6534099

MARY MOOREHEAD CHAR TR

Tax-exempt · WAUKESHA, WI 53187

Financials

$14K$56K2023$26K$18K2024$29K$26K2025
Revenue Expenses · by fiscal year end
Financials of MARY MOOREHEAD CHAR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$28,834$25,516$3,318$333,225$0$333,225
December 31, 2024990-PF$26,204$18,133$8,071$329,956$0$329,956
December 31, 2023990-PF$14,149$55,630-$41,481$321,886$0$321,886
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,695
Net gain from sales of assets
$16,139

Expenses

Grants and similar amounts paid
$18,500
Compensation of officers, directors and key employees
$3,291
Disbursements for charitable purposes
$20,971
Excise tax on investment income
$341

Balance sheet and other

Total assets, start of year
$329,956
Total assets, end of year
$333,225
Total liabilities, end of year
$0
Net assets, end of year
$333,225
Fair market value of assets
$395,345
Qualifying distributions
$20,971
Net investment income
$28,750

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
WAUKESHA STATE BANK
PO BOX 648, WAUKESHA, WI 513870648
TRUSTEE1$3,291
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WAUKESHA STATE BANK
PO BOX 648, WAUKESHA, WI 513870648
TRUSTEE1$3,267
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WAUKESHA STATE BANK
PO BOX 648, WAUKESHA, WI 513870648
TRUSTEE1$3,748

Address and contacts

Address (IRS master file)
PO BOX 648, WAUKESHA, WI 53187-0648
In care of
% WAUKESHA STATE BANK TRUSTEE
Signed the 990-PF
WAUKESHA STATE BANK, TRUSTEE
Phone
(262) 953-2439
Return prepared by
DELOITTE 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 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
39-6534099
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$333,225
Income (IRS master file)
$57,979

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$28,834$25,516$333,225IRS
990-PFDecember 2024$26,204$18,133$329,956IRS
990-PFDecember 2023$14,149$55,630$321,886XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 39-6534099).

Questions about MARY MOOREHEAD CHAR TR

What is the EIN of MARY MOOREHEAD CHAR TR?
The employer identification number (EIN) of MARY MOOREHEAD CHAR TR is 39-6534099.
Is MARY MOOREHEAD CHAR TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does MARY MOOREHEAD CHAR TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY MOOREHEAD CHAR TR 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 MARY MOOREHEAD CHAR TR 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 MARY MOOREHEAD CHAR TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,291 (WAUKESHA STATE BANK, TRUSTEE).
How much revenue does MARY MOOREHEAD CHAR TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,834, expenses of $25,516 and total assets of $333,225 at year end.

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