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Nonprofit · EIN 47-7427062

ALLISON FOUNDATION TR

Tax-exempt · SAINT PAUL, MN 55164

Financials

$34K$42K2024$49K$48K2025
Revenue Expenses · by fiscal year end
Financials of ALLISON FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$49,249$48,377$872$587,546$0$587,546
December 31, 2024990-PF$34,479$42,186-$7,707$586,723$0$586,723
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$23,933
Net gain from sales of assets
$25,316

Expenses

Grants and similar amounts paid
$37,500
Compensation of officers, directors and key employees
$10,104
Disbursements for charitable purposes
$38,535
Excise tax on investment income
$546

Balance sheet and other

Total assets, start of year
$586,723
Total assets, end of year
$587,546
Total liabilities, end of year
$0
Net assets, end of year
$587,546
Fair market value of assets
$775,957
Qualifying distributions
$38,535
Net investment income
$48,654

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$10,104
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$9,629

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% MUFG UNION BANK ATTN JOHN ARENZ
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-7427062
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$587,546
Income (IRS master file)
$117,161

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$16,184$32,443$593,607IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about ALLISON FOUNDATION TR

What is the EIN of ALLISON FOUNDATION TR?
The employer identification number (EIN) of ALLISON FOUNDATION TR is 47-7427062.
Is ALLISON FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to ALLISON FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALLISON FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ALLISON FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLISON FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ALLISON FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,104 (US BANK N A, TRUSTEE).
How much revenue does ALLISON FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,249, expenses of $48,377 and total assets of $587,546 at year end.

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