Nonprofit · EIN 43-6019071
GERARD SWOPE TRUST U A 1833-43
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $45,852 | $42,616 | $3,236 | $448,103 | $0 | $448,103 |
| September 30, 2024 | 990-PF | $15,219 | $13,911 | $1,308 | $444,869 | $0 | $444,869 |
| September 30, 2023 | 990-PF | $11,539 | $29,496 | -$17,957 | $443,561 | $0 | $443,561 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $15,834
- Net gain from sales of assets
- $30,000
- Other income
- $18
Expenses
- Grants and similar amounts paid
- $40,500
- Compensation of officers, directors and key employees
- $161
- Disbursements for charitable purposes
- $42,016
- Excise tax on investment income
- $633
Balance sheet and other
- Total assets, start of year
- $444,869
- Total assets, end of year
- $448,103
- Total liabilities, end of year
- $0
- Net assets, end of year
- $448,103
- Fair market value of assets
- $594,878
- Qualifying distributions
- $42,016
- Net investment income
- $45,848
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 | $161 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $148 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK 200 S 6TH ST, MINNEAPOLIS, MN 55402 | TRUSTEE | 1 | $125 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % MERCANTILE TR CO
- 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
- 43-6019071
- Exempt since
- 1900
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $448,103
- Income (IRS master file)
- $246,332
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $45,852 | $42,616 | $448,103 | XML |
| 990-PF | September 2024 | $15,219 | $13,911 | $444,869 | XML |
| 990-PF | September 2023 | $11,539 | $29,496 | $443,561 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 43-6019071).
Questions about GERARD SWOPE TRUST U A 1833-43
- What is the EIN of GERARD SWOPE TRUST U A 1833-43?
- The employer identification number (EIN) of GERARD SWOPE TRUST U A 1833-43 is 43-6019071.
- Is GERARD SWOPE TRUST U A 1833-43 tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1900.
- Which annual return does GERARD SWOPE TRUST U A 1833-43 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERARD SWOPE TRUST U A 1833-43 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 GERARD SWOPE TRUST U A 1833-43 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 GERARD SWOPE TRUST U A 1833-43?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $161 (US BANK N A, TRUSTEE).
- How much revenue does GERARD SWOPE TRUST U A 1833-43 have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $45,852, expenses of $42,616 and total assets of $448,103 at year end.
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