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Nonprofit · EIN 74-2475483

WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND

Tax-exempt · MILWAUKEE, WI 53201

Financials

$103K$219K2023$231K$216K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$231,119$215,859$15,260$2,848,248$0$2,848,248
December 31, 2023990-PF$102,916$219,192-$116,276$2,832,696$0$2,832,696
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$107,162
Net gain from sales of assets
$123,957

Expenses

Grants and similar amounts paid
$166,000
Compensation of officers, directors and key employees
$44,716
Disbursements for charitable purposes
$172,422
Excise tax on investment income
$2,607

Balance sheet and other

Total assets, start of year
$2,832,696
Total assets, end of year
$2,848,248
Total liabilities, end of year
$0
Net assets, end of year
$2,848,248
Fair market value of assets
$3,415,522
Qualifying distributions
$172,422
Net investment income
$231,119

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
US BANK NATIONAL ASSOCIATION
PO BOX 2043, MILWAUKEE, WI 53201
MANAGER20$44,716
WILLIAM A MILLER
PO BOX 3168, PORTLAND, OR 97208
COMMITTEE MEMBER0.25$0
JANET WILSON
PO BOX 3168, PORTLAND, OR 97208
COMMITTEE MEMBER0.25$0
DON PRIOR
PO BOX 3168, PORTLAND, OR 97208
COMMITTEE MEMBER0.25$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
US BANK NATIONAL ASSOCIATION
PO BOX 2043, MILWAUKEE, WI 53201
MANAGER20$41,606
WILLIAM A MILLER
PO BOX 3168, PORTLAND, OR 97208
COMMITTEE MEMBER0.25$0
JANET WILSON
PO BOX 3168, PORTLAND, OR 97208
COMMITTEE MEMBER0.25$0
DON PRIOR
PO BOX 3168, PORTLAND, OR 97208
COMMITTEE MEMBER0.25$0

Address and contacts

Address (IRS master file)
PO BOX 2043, MILWAUKEE, WI 53201-2043
Signed the 990-PF
CAROLYN OMALLEY, MANAGER
Phone
(602) 257-5435
Return prepared by
CBIZ ADVISORS LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-2475483
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,848,248
Income (IRS master file)
$2,485,114

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$231,119$215,859$2,848,248IRS
990-PFDecember 2023$102,916$219,192$2,832,696XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 74-2475483).

Questions about WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND

What is the EIN of WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND?
The employer identification number (EIN) of WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND is 74-2475483.
Is WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $44,716 (US BANK NATIONAL ASSOCIATION, MANAGER).
How much revenue does WILLIAM L AND RUTH T PENDLETON MEMORIAL FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $231,119, expenses of $215,859 and total assets of $2,848,248 at year end.

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