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Nonprofit · EIN 41-6011054

ALLISS EDUCATIONAL FOUNDATION EQUITY

Tax-exempt · MILWAUKEE, WI 53201

Financials

$14.5M$7.1M2023$9.9M$7.1M2024
Revenue Expenses · by fiscal year end
Financials of ALLISS EDUCATIONAL FOUNDATION EQUITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,905,164$7,061,647$2,843,517$98,707,093$0$98,707,093
December 31, 2023990-PF$14,488,845$7,136,857$7,351,988$95,261,906$0$95,261,906
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,738,512
Net gain from sales of assets
$6,227,299
Other income
$939,353

Expenses

Grants and similar amounts paid
$5,918,593
Compensation of officers, directors and key employees
$797,101
Disbursements for charitable purposes
$6,151,687
Excise tax on investment income
$118,003

Balance sheet and other

Total assets, start of year
$95,261,906
Total assets, end of year
$98,707,093
Total liabilities, end of year
$0
Net assets, end of year
$98,707,093
Fair market value of assets
$124,267,619
Qualifying distributions
$6,151,687
Net investment income
$9,322,682

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
US BANK NA
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
TRUSTEE8$762,101
ROBERT BRUININKS
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$8,500
SHARON PIERCE EVANS
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$7,000
JOHN R FINNEGAN JR
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$7,000
MELISSA LOPEZ FRANZEN
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$6,500
GAYE ADAMS MASSEY
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$6,000
BECKY ROLOFF
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
US BANK NA
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
TRUSTEE8$713,661
BECKY ROLOFF
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$8,500
ROBERT BRUININKS
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$7,000
SHARON PIERCE EVANS
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$7,000
MELISSA LOPEZ FRANZEN
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$7,000
GAYE ADAMS MASSEY
800 NICOLLET MALL STE 800, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$6,500

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% FIRST TRUST COMPANY OF ST PAUL
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(651) 466-8710
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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-6011054
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
1964
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$98,707,093
Income (IRS master file)
$32,302,189

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,905,164$7,061,647$98,707,093IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$14,488,845$7,136,857$95,261,906XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 41-6011054).

Questions about ALLISS EDUCATIONAL FOUNDATION EQUITY

What is the EIN of ALLISS EDUCATIONAL FOUNDATION EQUITY?
The employer identification number (EIN) of ALLISS EDUCATIONAL FOUNDATION EQUITY is 41-6011054.
Is ALLISS EDUCATIONAL FOUNDATION EQUITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to ALLISS EDUCATIONAL FOUNDATION EQUITY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALLISS EDUCATIONAL FOUNDATION EQUITY file?
Form 990-PF. Private foundations file every year.
When is the next return of ALLISS EDUCATIONAL FOUNDATION EQUITY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLISS EDUCATIONAL FOUNDATION EQUITY last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ALLISS EDUCATIONAL FOUNDATION EQUITY?
The 990-PF for the year ended December 31, 2024 lists 7 people; 6 received compensation from the organization, the highest $762,101 (US BANK NA, TRUSTEE).
How much revenue does ALLISS EDUCATIONAL FOUNDATION EQUITY have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,905,164, expenses of $7,061,647 and total assets of $98,707,093 at year end.

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