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Nonprofit · EIN 44-6009610

ARTHUR B & ANNA F MCGLOTHLAN TRUST

Tax-exempt · MILWAUKEE, WI 53201

Financials

$9K$6K2023$13K$14K2024
Revenue Expenses · by fiscal year end
Financials of ARTHUR B & ANNA F MCGLOTHLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$12,994$13,660-$666$212,399$0$212,399
June 30, 2024990-PF$8,572$6,139$2,433$213,064$0$213,064
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$8,387
Net gain from sales of assets
$4,603
Other income
$4

Expenses

Grants and similar amounts paid
$7,958
Compensation of officers, directors and key employees
$4,047
Disbursements for charitable purposes
$9,863
Excise tax on investment income
$129

Balance sheet and other

Total assets, start of year
$213,064
Total assets, end of year
$212,399
Total liabilities, end of year
$0
Net assets, end of year
$212,399
Fair market value of assets
$268,726
Qualifying distributions
$9,863
Net investment income
$12,986

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$4,047
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$3,766

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 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
44-6009610
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
1965
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Education (B124)
Assets (IRS master file)
$212,399
Income (IRS master file)
$75,705

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$12,994$13,660$212,399XML
990-PFJune 2024$8,572$6,139$213,064XML
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 44-6009610).

Questions about ARTHUR B & ANNA F MCGLOTHLAN TRUST

What is the EIN of ARTHUR B & ANNA F MCGLOTHLAN TRUST?
The employer identification number (EIN) of ARTHUR B & ANNA F MCGLOTHLAN TRUST is 44-6009610.
Is ARTHUR B & ANNA F MCGLOTHLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to ARTHUR B & ANNA F MCGLOTHLAN TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ARTHUR B & ANNA F MCGLOTHLAN TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ARTHUR B & ANNA F MCGLOTHLAN 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 ARTHUR B & ANNA F MCGLOTHLAN 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 ARTHUR B & ANNA F MCGLOTHLAN TRUST?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,047 (US BANK N A, TRUSTEE).
How much revenue does ARTHUR B & ANNA F MCGLOTHLAN TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $12,994, expenses of $13,660 and total assets of $212,399 at year end.

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