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Nonprofit · EIN 94-2936907

OLGA V ALEXANDRIA TRUST

Tax-exempt · MILWAUKEE, WI 53201

Financials

$20K$40K2023$20K$40K2024
Revenue Expenses · by fiscal year end
Financials of OLGA V ALEXANDRIA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$20,071$40,245-$20,174$535,735$0$535,735
May 31, 2024990-PF$19,636$40,029-$20,393$555,918$0$555,918
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$18,008
Net gain from sales of assets
$2,022
Other income
$41

Expenses

Grants and similar amounts paid
$28,000
Compensation of officers, directors and key employees
$10,383
Disbursements for charitable purposes
$30,538
Excise tax on investment income
$146

Balance sheet and other

Total assets, start of year
$555,918
Total assets, end of year
$535,735
Total liabilities, end of year
$0
Net assets, end of year
$535,735
Fair market value of assets
$669,775
Qualifying distributions
$30,538
Net investment income
$20,041

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$10,383
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK
PO BOX 3168, PORTLAND, OR 97208
TRUSTEE1$10,149

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% WEST ONE TRUST CO
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(503) 464-3580
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
94-2936907
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
1984
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$535,735
Income (IRS master file)
$284,420

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$20,071$40,245$535,735XML
990-PFMay 2024$19,636$40,029$555,918XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 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 94-2936907).

Questions about OLGA V ALEXANDRIA TRUST

What is the EIN of OLGA V ALEXANDRIA TRUST?
The employer identification number (EIN) of OLGA V ALEXANDRIA TRUST is 94-2936907.
Is OLGA V ALEXANDRIA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to OLGA V ALEXANDRIA TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OLGA V ALEXANDRIA TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of OLGA V ALEXANDRIA TRUST 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 OLGA V ALEXANDRIA TRUST 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 OLGA V ALEXANDRIA TRUST?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,383 (US BANK N A, TRUSTEE).
How much revenue does OLGA V ALEXANDRIA TRUST have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $20,071, expenses of $40,245 and total assets of $535,735 at year end.

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