Nonprofit · EIN 43-6328116
JEAN JACK & MILDRED LEMONS CHARITABLE TRUST
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,051,448 | $503,267 | $548,181 | $7,736,980 | $0 | $7,736,980 |
| June 30, 2024 | 990-PF | $487,212 | $670,595 | -$183,383 | $7,188,966 | $0 | $7,188,966 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $249,010
- Net gain from sales of assets
- $802,346
- Other income
- $92
Expenses
- Grants and similar amounts paid
- $385,000
- Compensation of officers, directors and key employees
- $107,429
- Disbursements for charitable purposes
- $397,243
- Excise tax on investment income
- $13,215
Balance sheet and other
- Total assets, start of year
- $7,188,966
- Total assets, end of year
- $7,736,980
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,736,980
- Fair market value of assets
- $9,530,502
- Qualifying distributions
- $397,243
- Net investment income
- $1,050,265
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $107,429 |
| DR DENNIS SMITH 2700 MCCLELLAND BLVD, JOPLIN, MO 64804 | GRANT SELECTION | 0 | $0 |
| DR NORM RIDDER 2700 MCCLELLAND BLVD, JOPLIN, MO 64804 | GRANT SELECTION | 0 | $0 |
| DR MELINDA MOSS 2700 MCCLELLAND BLVD, JOPLIN, MO 64804 | GRANT SELECTION | 0 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $103,227 |
| DR DENNIS SMITH 2700 MCCLELLAND BLVD, JOPLIN, MO 64804 | GRANT SELECTION | 0 | $0 |
| DR NORM RIDDER 2700 MCCLELLAND BLVD, JOPLIN, MO 64804 | GRANT SELECTION | 0 | $0 |
| DR MELINDA MOSS 2700 MCCLELLAND BLVD, JOPLIN, MO 64804 | GRANT SELECTION | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (314) 418-2643
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6328116
- 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
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,736,980
- Income (IRS master file)
- $4,749,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,051,448 | $503,267 | $7,736,980 | XML |
| 990-PF | June 2024 | $487,212 | $670,595 | $7,188,966 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 43-6328116).
Questions about JEAN JACK & MILDRED LEMONS CHARITABLE TRUST
- What is the EIN of JEAN JACK & MILDRED LEMONS CHARITABLE TRUST?
- The employer identification number (EIN) of JEAN JACK & MILDRED LEMONS CHARITABLE TRUST is 43-6328116.
- Is JEAN JACK & MILDRED LEMONS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to JEAN JACK & MILDRED LEMONS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEAN JACK & MILDRED LEMONS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEAN JACK & MILDRED LEMONS CHARITABLE TRUST 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 JEAN JACK & MILDRED LEMONS CHARITABLE TRUST 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 JEAN JACK & MILDRED LEMONS CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $107,429 (US BANK N A, TRUSTEE).
- How much revenue does JEAN JACK & MILDRED LEMONS CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,051,448, expenses of $503,267 and total assets of $7,736,980 at year end.
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