Nonprofit · EIN 42-6387046
CRAIG KENNEDY TRUST
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $76,138 | $61,367 | $14,771 | $817,376 | $0 | $817,376 |
| September 30, 2024 | 990-PF | $41,757 | $58,316 | -$16,559 | $802,610 | $0 | $802,610 |
| September 30, 2023 | 990-PF | $52,031 | $61,164 | -$9,133 | $819,168 | $0 | $819,168 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $34,437
- Net gain from sales of assets
- $41,684
- Other income
- $17
Expenses
- Grants and similar amounts paid
- $43,420
- Compensation of officers, directors and key employees
- $15,960
- Disbursements for charitable purposes
- $46,516
- Excise tax on investment income
- $853
Balance sheet and other
- Total assets, start of year
- $802,610
- Total assets, end of year
- $817,376
- Total liabilities, end of year
- $0
- Net assets, end of year
- $817,376
- Fair market value of assets
- $1,053,430
- Qualifying distributions
- $46,516
- Net investment income
- $76,008
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $15,960 |
| U S BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | CORP. TRUSTEE | 2 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | CORP. TRUSTEE | 2 | $14,927 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK NA 425 CEDAR ST, WATERLOO, IA 50701 | TRUSTEE | 2 | $14,205 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % US BANK NA
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 42-6387046
- 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
- 1992
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $817,376
- Income (IRS master file)
- $370,061
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $76,138 | $61,367 | $817,376 | XML |
| 990-PF | September 2024 | $41,757 | $58,316 | $802,610 | XML |
| 990-PF | September 2023 | $52,031 | $61,164 | $819,168 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 42-6387046).
Questions about CRAIG KENNEDY TRUST
- What is the EIN of CRAIG KENNEDY TRUST?
- The employer identification number (EIN) of CRAIG KENNEDY TRUST is 42-6387046.
- Is CRAIG KENNEDY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to CRAIG KENNEDY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CRAIG KENNEDY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CRAIG KENNEDY TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CRAIG KENNEDY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of CRAIG KENNEDY TRUST?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $15,960 (US BANK N A, TRUSTEE).
- How much revenue does CRAIG KENNEDY TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $76,138, expenses of $61,367 and total assets of $817,376 at year end.
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