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Nonprofit · EIN 95-6010291

AGNES DEVINE TRUST 11650-00-0

Tax-exempt · MILWAUKEE, WI 53201

Financials

$16K$16K2022$12K$12K2023$13K$6K2024
Revenue Expenses · by fiscal year end
Financials of AGNES DEVINE TRUST 11650-00-0 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$12,666$6,223$6,443$198,041$0$198,041
June 30, 2024990-PF$11,521$12,243-$722$191,601$0$191,601
June 30, 2023990-PF$16,077$16,188-$111$192,334$0$192,334
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$7,570
Net gain from sales of assets
$5,092
Other income
$4

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$5,600
Disbursements for charitable purposes
$1,123
Excise tax on investment income
$105

Balance sheet and other

Total assets, start of year
$191,601
Total assets, end of year
$198,041
Total liabilities, end of year
$0
Net assets, end of year
$198,041
Fair market value of assets
$236,300
Qualifying distributions
$1,123
Net investment income
$12,655

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$5,600
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$5,600
990-PF for the year ended June 30, 2023: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$5,600

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
(800) 227-6468
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
95-6010291
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
1964
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$198,041
Income (IRS master file)
$91,402

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$12,666$6,223$198,041XML
990-PFJune 2024$11,521$12,243$191,601XML
990-PFJune 2023$16,077$16,188$192,334XML
990-PFJune 2022–––IRS
990-PFJune 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 95-6010291).

Questions about AGNES DEVINE TRUST 11650-00-0

What is the EIN of AGNES DEVINE TRUST 11650-00-0?
The employer identification number (EIN) of AGNES DEVINE TRUST 11650-00-0 is 95-6010291.
Is AGNES DEVINE TRUST 11650-00-0 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to AGNES DEVINE TRUST 11650-00-0 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AGNES DEVINE TRUST 11650-00-0 file?
Form 990-PF. Private foundations file every year.
When is the next return of AGNES DEVINE TRUST 11650-00-0 due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AGNES DEVINE TRUST 11650-00-0 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of AGNES DEVINE TRUST 11650-00-0?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,600 (US BANK N A, TRUSTEE).
How much revenue does AGNES DEVINE TRUST 11650-00-0 have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $12,666, expenses of $6,223 and total assets of $198,041 at year end.

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