Nonprofit · EIN 41-6014876
K SPENCER T U W MPLS ATHENAEUM 43R249012
Tax-exempt · MILWAUKEE, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $42,350 | $26,716 | $15,634 | $363,841 | $0 | $363,841 |
| December 31, 2024 | 990-PF | $30,361 | $24,952 | $5,409 | $348,329 | $0 | $348,329 |
| December 31, 2023 | 990-PF (amended) | $3,865 | $28,083 | -$24,218 | $343,226 | $0 | $343,226 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $12,512
- Net gain from sales of assets
- $29,501
- Other income
- $337
Expenses
- Grants and similar amounts paid
- $19,866
- Compensation of officers, directors and key employees
- $6,100
- Disbursements for charitable purposes
- $19,891
- Excise tax on investment income
- $498
Balance sheet and other
- Total assets, start of year
- $348,329
- Total assets, end of year
- $363,841
- Total liabilities, end of year
- $0
- Net assets, end of year
- $363,841
- Fair market value of assets
- $463,628
- Qualifying distributions
- $19,891
- Net investment income
- $42,096
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 CO 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 1 | $6,100 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST CO 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 1 | $5,823 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST CO 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 1 | $5,361 |
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 TR 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
- 41-6014876
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $363,841
- Income (IRS master file)
- $139,576
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $42,350 | $26,716 | $363,841 | IRS |
| 990-PF | December 2024 | $30,361 | $24,952 | $348,329 | IRS |
| 990-PF | December 2023 | $3,865 | $28,083 | $343,226 | 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 41-6014876).
Questions about K SPENCER T U W MPLS ATHENAEUM 43R249012
- What is the EIN of K SPENCER T U W MPLS ATHENAEUM 43R249012?
- The employer identification number (EIN) of K SPENCER T U W MPLS ATHENAEUM 43R249012 is 41-6014876.
- Is K SPENCER T U W MPLS ATHENAEUM 43R249012 tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does K SPENCER T U W MPLS ATHENAEUM 43R249012 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of K SPENCER T U W MPLS ATHENAEUM 43R249012 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 K SPENCER T U W MPLS ATHENAEUM 43R249012 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 K SPENCER T U W MPLS ATHENAEUM 43R249012?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,100 (MIDWEST INSTITUTIONAL TRUST CO, TRUSTEE).
- How much revenue does K SPENCER T U W MPLS ATHENAEUM 43R249012 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $42,350, expenses of $26,716 and total assets of $363,841 at year end.
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