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Nonprofit · EIN 91-6199705

ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4

Also known as 4

Tax-exempt · MILWAUKEE, WI 53201

Financials

$119K$149K2023$118K$159K2024
Revenue Expenses · by fiscal year end
Financials of ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$117,669$159,007-$41,338$1,937,576$0$1,937,576
May 31, 2024990-PF$118,552$149,300-$30,748$1,979,091$0$1,979,091
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$73,784
Net gain from sales of assets
$43,885

Expenses

Grants and similar amounts paid
$120,018
Compensation of officers, directors and key employees
$37,070
Disbursements for charitable purposes
$123,800
Excise tax on investment income
$1,154

Balance sheet and other

Total assets, start of year
$1,979,091
Total assets, end of year
$1,937,576
Total liabilities, end of year
$0
Net assets, end of year
$1,937,576
Fair market value of assets
$2,742,273
Qualifying distributions
$123,800
Net investment income
$117,307

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$37,070
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$34,240

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
(206) 340-8033
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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
91-6199705
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
1976
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$1,937,576
Income (IRS master file)
$572,948

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$117,669$159,007$1,937,576XML
990-PFMay 2024$118,552$149,300$1,979,091XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––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 91-6199705).

Questions about ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4

What is the EIN of ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4?
The employer identification number (EIN) of ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4 is 91-6199705.
Is ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4 file?
Form 990-PF. Private foundations file every year.
When is the next return of ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4 due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $37,070 (US BANK N A, TRUSTEE).
How much revenue does ELLA M GRIMES TESTAMENTARY TRUST 4-2245-4 have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $117,669, expenses of $159,007 and total assets of $1,937,576 at year end.

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