Nonprofit · EIN 43-6673904
ELIZABETH PARRISH FOUNDATION TRUST
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $2,615,003 | $845,623 | $1,769,380 | $17,706,525 | $0 | $17,706,525 |
| September 30, 2024 | 990-PF | $853,005 | $1,322,891 | -$469,886 | $15,937,449 | $0 | $15,937,449 |
| September 30, 2023 | 990-PF | $758,338 | $1,222,327 | -$463,989 | $16,406,890 | $0 | $16,406,890 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $700,315
- Net gain from sales of assets
- $1,914,213
- Other income
- $475
Expenses
- Grants and similar amounts paid
- $606,712
- Compensation of officers, directors and key employees
- $171,453
- Disbursements for charitable purposes
- $638,587
- Excise tax on investment income
- $34,204
Balance sheet and other
- Total assets, start of year
- $15,937,449
- Total assets, end of year
- $17,706,525
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,706,525
- Fair market value of assets
- $27,648,340
- Qualifying distributions
- $638,587
- Net investment income
- $2,615,003
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 | $171,453 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK N A PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $165,727 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK N A PO BOX 387, ST LOUIS, MO 63166 | TRUSTEE | 1 | $156,558 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % MERCHANTILE TRUST CO 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
- 43-6673904
- 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
- Exempt since
- 1996
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $17,706,525
- Income (IRS master file)
- $6,672,796
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $2,615,003 | $845,623 | $17,706,525 | XML |
| 990-PF | September 2024 | $853,005 | $1,322,891 | $15,937,449 | XML |
| 990-PF | September 2023 | $758,338 | $1,222,327 | $16,406,890 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 43-6673904).
Questions about ELIZABETH PARRISH FOUNDATION TRUST
- What is the EIN of ELIZABETH PARRISH FOUNDATION TRUST?
- The employer identification number (EIN) of ELIZABETH PARRISH FOUNDATION TRUST is 43-6673904.
- Is ELIZABETH PARRISH FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ELIZABETH PARRISH FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH PARRISH FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH PARRISH FOUNDATION 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 ELIZABETH PARRISH FOUNDATION 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 ELIZABETH PARRISH FOUNDATION TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $171,453 (US BANK N A, TRUSTEE).
- How much revenue does ELIZABETH PARRISH FOUNDATION TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $2,615,003, expenses of $845,623 and total assets of $17,706,525 at year end.
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