Nonprofit · EIN 39-6781271
SISTER IRMGARD DELFING CHARITABLE TR
Tax-exempt · MILWAUKEE, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,822,505 | $1,013,888 | $808,617 | $14,687,502 | $0 | $14,687,502 |
| December 31, 2024 | 990-PF | $928,360 | $971,376 | -$43,016 | $13,877,125 | $0 | $13,877,125 |
| December 31, 2023 | 990-PF | $1,041,274 | $903,811 | $137,463 | $13,915,176 | $0 | $13,915,176 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $493,846
- Net gain from sales of assets
- $1,325,237
- Other income
- $3,422
Expenses
- Grants and similar amounts paid
- $876,223
- Compensation of officers, directors and key employees
- $116,086
- Disbursements for charitable purposes
- $876,223
- Excise tax on investment income
- $23,633
Balance sheet and other
- Total assets, start of year
- $13,877,125
- Total assets, end of year
- $14,687,502
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,687,502
- Fair market value of assets
- $18,854,539
- Qualifying distributions
- $876,223
- Net investment income
- $1,822,505
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST COMPANY 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 8 | $116,086 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST COMPANY 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 8 | $110,816 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST COMPANY 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 8 | $101,882 |
Address and contacts
- Address (IRS master file)
- C/O ARGENT TRUST CO 115 S 84 ST STE, MILWAUKEE, WI 53214-0000
- In care of
- % MARSHALL & ILSLEY TRUST CO NA
- Signed the 990-PF
- MIDWEST INSTITUTIONAL TRUST COMPANY, Business Suppor
- Phone
- (414) 875-3240
- Return prepared by
- ERNST & YOUNG 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6781271
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T112)
- Assets (IRS master file)
- $14,687,502
- Income (IRS master file)
- $4,894,349
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,822,505 | $1,013,888 | $14,687,502 | IRS |
| 990-PF | December 2024 | $928,360 | $971,376 | $13,877,125 | IRS |
| 990-PF | December 2023 | $1,041,274 | $903,811 | $13,915,176 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 39-6781271).
Questions about SISTER IRMGARD DELFING CHARITABLE TR
- What is the EIN of SISTER IRMGARD DELFING CHARITABLE TR?
- The employer identification number (EIN) of SISTER IRMGARD DELFING CHARITABLE TR is 39-6781271.
- Is SISTER IRMGARD DELFING CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SISTER IRMGARD DELFING CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SISTER IRMGARD DELFING CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SISTER IRMGARD DELFING CHARITABLE 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 SISTER IRMGARD DELFING CHARITABLE 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 SISTER IRMGARD DELFING CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $116,086 (MIDWEST INSTITUTIONAL TRUST COMPANY, TRUSTEE).
- How much revenue does SISTER IRMGARD DELFING CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,822,505, expenses of $1,013,888 and total assets of $14,687,502 at year end.
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