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Nonprofit · EIN 42-6419255

HENRY G & NORMA A PETERSON CHARITABLE TRUST

Tax-exempt · MILWAUKEE, WI 53201

Financials

$83K$167K2022$93K$158K2023$127K$171K2024
Revenue Expenses · by fiscal year end
Financials of HENRY G & NORMA A PETERSON CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$127,424$171,345-$43,921$1,880,772$0$1,880,772
September 30, 2024990-PF$93,399$157,863-$64,464$1,924,698$0$1,924,698
September 30, 2023990-PF$83,073$166,998-$83,925$1,989,164$0$1,989,164
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$75,901
Net gain from sales of assets
$51,475
Other income
$48

Expenses

Grants and similar amounts paid
$128,471
Compensation of officers, directors and key employees
$39,400
Disbursements for charitable purposes
$133,911
Excise tax on investment income
$1,261

Balance sheet and other

Total assets, start of year
$1,924,698
Total assets, end of year
$1,880,772
Total liabilities, end of year
$0
Net assets, end of year
$1,880,772
Fair market value of assets
$3,176,926
Qualifying distributions
$133,911
Net investment income
$127,422

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.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$39,400
U S BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
CORP. TRUSTEE2$0
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
U S BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
CORP. TRUSTEE2$36,560
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
U S BANK N A
520 WALNUT ST, DES MOINES, IA 503094100
TRUSTEE2$28,114

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
42-6419255
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
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$1,880,772
Income (IRS master file)
$207,460

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$127,424$171,345$1,880,772XML
990-PFSeptember 2024$93,399$157,863$1,924,698XML
990-PFSeptember 2023$83,073$166,998$1,989,164XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 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 42-6419255).

Questions about HENRY G & NORMA A PETERSON CHARITABLE TRUST

What is the EIN of HENRY G & NORMA A PETERSON CHARITABLE TRUST?
The employer identification number (EIN) of HENRY G & NORMA A PETERSON CHARITABLE TRUST is 42-6419255.
Is HENRY G & NORMA A PETERSON CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Are donations to HENRY G & NORMA A PETERSON CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HENRY G & NORMA A PETERSON CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HENRY G & NORMA A PETERSON CHARITABLE 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 HENRY G & NORMA A PETERSON CHARITABLE 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 HENRY G & NORMA A PETERSON CHARITABLE TRUST?
The 990-PF for the year ended September 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $39,400 (US BANK N A, TRUSTEE).
How much revenue does HENRY G & NORMA A PETERSON CHARITABLE TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $127,424, expenses of $171,345 and total assets of $1,880,772 at year end.

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