Nonprofit · EIN 41-6463406
DONALD WEESNER CHARITABLE TR 110898
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $965,089 | $472,699 | $492,390 | $10,647,057 | $0 | $10,647,057 |
| December 31, 2023 | 990-PF | $538,492 | $787,923 | -$249,431 | $10,156,448 | $0 | $10,156,448 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $406,182
- Net gain from sales of assets
- $541,670
- Other income
- $17,237
Expenses
- Grants and similar amounts paid
- $307,000
- Compensation of officers, directors and key employees
- $118,748
- Disbursements for charitable purposes
- $351,281
- Excise tax on investment income
- $11,796
Balance sheet and other
- Total assets, start of year
- $10,156,448
- Total assets, end of year
- $10,647,057
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,647,057
- Fair market value of assets
- $14,194,002
- Qualifying distributions
- $351,281
- Net investment income
- $963,857
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A 101 EAST 5TH STREET, ST PAUL, MN 55101 | CORPORATE TRUSTEE | 1 | $118,748 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NATIOANAL ASSOC 101 EAST 5TH STREET, ST PAUL, MN 55101 | CORPORATE TRUSTEE | 1 | $113,530 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % U S BANK NATIONAL ASSOCIATION
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (651) 466-8040
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 41-6463406
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,647,057
- Income (IRS master file)
- $4,016,859
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $965,089 | $472,699 | $10,647,057 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $538,492 | $787,923 | $10,156,448 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 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 41-6463406).
Questions about DONALD WEESNER CHARITABLE TR 110898
- What is the EIN of DONALD WEESNER CHARITABLE TR 110898?
- The employer identification number (EIN) of DONALD WEESNER CHARITABLE TR 110898 is 41-6463406.
- Is DONALD WEESNER CHARITABLE TR 110898 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DONALD WEESNER CHARITABLE TR 110898 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD WEESNER CHARITABLE TR 110898 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD WEESNER CHARITABLE TR 110898 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 DONALD WEESNER CHARITABLE TR 110898 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 DONALD WEESNER CHARITABLE TR 110898?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $118,748 (US BANK N A, CORPORATE TRUSTEE).
- How much revenue does DONALD WEESNER CHARITABLE TR 110898 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $965,089, expenses of $472,699 and total assets of $10,647,057 at year end.
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