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Nonprofit · EIN 43-6143082

GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR

Tax-exempt · MILWAUKEE, WI 53201

Financials

$10K$16K2023$41K$24K2024
Revenue Expenses · by fiscal year end
Financials of GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$40,557$24,086$16,471$300,802$0$300,802
June 30, 2024990-PF$10,336$16,268-$5,932$284,335$0$284,335
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$10,480
Net gain from sales of assets
$30,069
Other income
$8

Expenses

Grants and similar amounts paid
$16,540
Compensation of officers, directors and key employees
$5,840
Disbursements for charitable purposes
$18,624
Excise tax on investment income
$489

Balance sheet and other

Total assets, start of year
$284,335
Total assets, end of year
$300,802
Total liabilities, end of year
$0
Net assets, end of year
$300,802
Fair market value of assets
$380,410
Qualifying distributions
$18,624
Net investment income
$40,552

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$5,840
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$5,369

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% MERCANTILE TRUST CO NA
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(612) 313-5165
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
43-6143082
Exempt since
1900
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$300,802
Income (IRS master file)
$145,410

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$40,557$24,086$300,802XML
990-PFJune 2024$10,336$16,268$284,335XML
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 43-6143082).

Questions about GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR

What is the EIN of GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR?
The employer identification number (EIN) of GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR is 43-6143082.
Is GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR tax-exempt?
Yes. The IRS lists it as tax-exempt since 1900.
Which annual return does GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR 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 GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR 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 GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,840 (US BANK N A, TRUSTEE).
How much revenue does GRACE C ELY TRUST UW FBO WASHINGTON UNIVERSITY 108890E31 MERCANTILE TR have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $40,557, expenses of $24,086 and total assets of $300,802 at year end.

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