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Nonprofit · EIN 42-6187249

BECK MEMORIAL TRUST

Tax-exempt · MILWAUKEE, WI 53201

Financials

$56K$94K2023$127K$93K2024
Revenue Expenses · by fiscal year end
Financials of BECK MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$126,632$92,803$33,829$1,289,168$0$1,289,168
June 30, 2024990-PF$55,669$93,959-$38,290$1,255,334$0$1,255,334
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$54,553
Net gain from sales of assets
$71,294
Other income
$785

Expenses

Grants and similar amounts paid
$70,139
Compensation of officers, directors and key employees
$20,552
Disbursements for charitable purposes
$73,694
Excise tax on investment income
$1,483

Balance sheet and other

Total assets, start of year
$1,255,334
Total assets, end of year
$1,289,168
Total liabilities, end of year
$0
Net assets, end of year
$1,289,168
Fair market value of assets
$1,690,988
Qualifying distributions
$73,694
Net investment income
$125,818

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$20,552
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$19,249

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% FIRSTAR BANK OTTUMWA TRUSTEE
Signed the 990-PF
U S BANK NA, TRUSTEE/VP
Phone
(641) 683-2045
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
42-6187249
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
1975
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,289,168
Income (IRS master file)
$544,039

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$126,632$92,803$1,289,168XML
990-PFJune 2024$55,669$93,959$1,255,334XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 42-6187249).

Questions about BECK MEMORIAL TRUST

What is the EIN of BECK MEMORIAL TRUST?
The employer identification number (EIN) of BECK MEMORIAL TRUST is 42-6187249.
Is BECK MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to BECK MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BECK MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of BECK MEMORIAL TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BECK MEMORIAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of BECK MEMORIAL TRUST?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,552 (US BANK N A, TRUSTEE).
How much revenue does BECK MEMORIAL TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $126,632, expenses of $92,803 and total assets of $1,289,168 at year end.

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