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Nonprofit · EIN 41-6015288

JOHN R VANDERLIP TRUST UW 5006 NECT

Tax-exempt · MILWAUKEE, WI 53201

Financials

$3.2M$2.6M2023$5.6M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of JOHN R VANDERLIP TRUST UW 5006 NECT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,643,619$2,607,328$3,036,291$39,360,887$0$39,360,887
December 31, 2023990$3,201,488$2,562,871$638,617$36,131,921$0$36,131,921
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$5,604,385
Net gain from sales of assets
$4,297,092
Other revenue
$39,234

Expenses

Grants and similar amounts paid
$2,384,820
Compensation of officers, directors and key employees
$174,404
Salaries, compensation and benefits (total)
$174,404
Professional fundraising fees
$0
Legal fees
$60
Accounting fees
$1,500
Program services (functional)
$2,421,286
Management and general (functional)
$186,042

Balance sheet and other

Total assets, start of year
$36,131,921
Total assets, end of year
$39,360,887
Total liabilities, end of year
$0
Net assets, end of year
$39,360,887
Publicly traded securities
$35,398,187
Gross unrelated business income
-$3,478
Gross receipts
$13,712,739
Employees
0
Year formed
1935
State of legal domicile
MN

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
US BANK NATIONAL ASSOCIATIONTRUSTEE
Institutional trustee
–$174,404
MINNEAPOLIS INSTITUTE OF ARTSTRUSTEE
Institutional trustee
–$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
US BANK NATIONAL ASSOCIATIONTRUSTEE
Institutional trustee
–$157,177
MINNEAPOLIS INSTITUTE OF ARTSTRUSTEE
Institutional trustee
–$0

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% US BANK NATIONAL ASSOCIATION TTEE
Signed the 990
U S BANK N A BY, TRUSTEE
Phone
(651) 466-8710
Return prepared by
PWC US TAX LLP

Mission

TO PROVIDE FUNDS TO THE MINNEAPOLIS INSTITUTE OF ARTS FOR THE ACQUISITION OF NEW OBJECTS OF ART FOR THE PERMANENT COLLECTION

990 for the year ended December 31, 2024

Program accomplishments

  • FUNDING SUPPORT TO THE MINNEAPOLIS INSTITUTE OF ARTS
    Expenses $2,421,286 · grants $2,384,820

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-6015288
Exempt since
1972
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$39,360,887
Income (IRS master file)
$13,712,739

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,643,619$2,607,328$39,360,887IRS
990December 2023$3,201,488$2,562,871$36,131,921XML
990December 2022–––IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 41-6015288).

Questions about JOHN R VANDERLIP TRUST UW 5006 NECT

What is the EIN of JOHN R VANDERLIP TRUST UW 5006 NECT?
The employer identification number (EIN) of JOHN R VANDERLIP TRUST UW 5006 NECT is 41-6015288.
Is JOHN R VANDERLIP TRUST UW 5006 NECT tax-exempt?
Yes. The IRS lists it as tax-exempt since 1972.
Which annual return does JOHN R VANDERLIP TRUST UW 5006 NECT file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JOHN R VANDERLIP TRUST UW 5006 NECT 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 JOHN R VANDERLIP TRUST UW 5006 NECT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of JOHN R VANDERLIP TRUST UW 5006 NECT?
The 990 for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $174,404 (US BANK NATIONAL ASSOCIATION, TRUSTEE).
How much revenue does JOHN R VANDERLIP TRUST UW 5006 NECT have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,643,619, expenses of $2,607,328 and total assets of $39,360,887 at year end.

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