Nonprofit · EIN 43-6059806
CHARLES FREES EDUCATIONAL FUND NO 064050F
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $101,275 | $93,932 | $7,343 | $588,524 | $0 | $588,524 |
| September 30, 2024 | 990-PF | $106,398 | $103,199 | $3,199 | $581,179 | $0 | $581,179 |
| September 30, 2023 | 990-PF | $149,862 | $34,991 | $114,871 | $577,978 | $0 | $577,978 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $31,480
- Net gain from sales of assets
- $69,783
- Other income
- $12
Expenses
- Grants and similar amounts paid
- $69,250
- Compensation of officers, directors and key employees
- $17,332
- Disbursements for charitable purposes
- $77,553
- Excise tax on investment income
- $1,189
Balance sheet and other
- Total assets, start of year
- $581,179
- Total assets, end of year
- $588,524
- Total liabilities, end of year
- $0
- Net assets, end of year
- $588,524
- Fair market value of assets
- $1,139,066
- Qualifying distributions
- $77,553
- Net investment income
- $101,269
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 | $17,332 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $16,896 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $15,231 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % MERCANTILE 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
- 43-6059806
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $588,524
- Income (IRS master file)
- $311,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $101,275 | $93,932 | $588,524 | XML |
| 990-PF | September 2024 | $106,398 | $103,199 | $581,179 | XML |
| 990-PF | September 2023 | $149,862 | $34,991 | $577,978 | 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 43-6059806).
Questions about CHARLES FREES EDUCATIONAL FUND NO 064050F
- What is the EIN of CHARLES FREES EDUCATIONAL FUND NO 064050F?
- The employer identification number (EIN) of CHARLES FREES EDUCATIONAL FUND NO 064050F is 43-6059806.
- Is CHARLES FREES EDUCATIONAL FUND NO 064050F tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does CHARLES FREES EDUCATIONAL FUND NO 064050F file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES FREES EDUCATIONAL FUND NO 064050F 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 CHARLES FREES EDUCATIONAL FUND NO 064050F 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 CHARLES FREES EDUCATIONAL FUND NO 064050F?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $17,332 (US BANK N A, TRUSTEE).
- How much revenue does CHARLES FREES EDUCATIONAL FUND NO 064050F have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $101,275, expenses of $93,932 and total assets of $588,524 at year end.
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