Skip to main content

Nonprofit · EIN 91-6363571

FARLEY CHARITABLE TRUST

Tax-exempt · MILWAUKEE, WI 53201

Financials

$184K$231K2022$66K$219K2023$271K$219K2024
Revenue Expenses · by fiscal year end
Financials of FARLEY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$270,627$219,450$51,177$2,909,419$0$2,909,419
July 31, 2024990-PF$65,827$218,574-$152,747$2,858,747$0$2,858,747
July 31, 2023990-PF$183,993$230,732-$46,739$3,006,302$0$3,006,302
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$115,611
Net gain from sales of assets
$153,161
Other income
$1,855

Expenses

Grants and similar amounts paid
$167,120
Compensation of officers, directors and key employees
$49,729
Disbursements for charitable purposes
$173,118
Excise tax on investment income
$3,095

Balance sheet and other

Total assets, start of year
$2,858,747
Total assets, end of year
$2,909,419
Total liabilities, end of year
$0
Net assets, end of year
$2,909,419
Fair market value of assets
$4,058,254
Qualifying distributions
$173,118
Net investment income
$268,395

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$49,729
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$47,523
990-PF for the year ended July 31, 2023: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$45,789

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% EISENHOWER & CARLSON
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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
91-6363571
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
1993
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$2,909,419
Income (IRS master file)
$740,138

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$270,627$219,450$2,909,419XML
990-PFJuly 2024$65,827$218,574$2,858,747XML
990-PFJuly 2023$183,993$230,732$3,006,302XML
990-PFJuly 2022–––IRS
990-PFJuly 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 91-6363571).

Questions about FARLEY CHARITABLE TRUST

What is the EIN of FARLEY CHARITABLE TRUST?
The employer identification number (EIN) of FARLEY CHARITABLE TRUST is 91-6363571.
Is FARLEY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to FARLEY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FARLEY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of FARLEY CHARITABLE TRUST due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FARLEY CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of FARLEY CHARITABLE TRUST?
The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $49,729 (US BANK N A, TRUSTEE).
How much revenue does FARLEY CHARITABLE TRUST have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $270,627, expenses of $219,450 and total assets of $2,909,419 at year end.

Other nonprofits in MILWAUKEE

All nonprofits in MILWAUKEE · Wisconsin