Nonprofit · EIN 95-6323747
CHARLES E MCGINLEY TRUST
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $205,932 | $411,961 | -$206,029 | $3,714,606 | $0 | $3,714,606 |
| July 31, 2024 | 990-PF | $333,144 | $328,826 | $4,318 | $3,920,843 | $0 | $3,920,843 |
| July 31, 2022 | 990-PF | $274,734 | $403,737 | -$129,003 | $4,151,992 | $0 | $4,151,992 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $142,294
- Net gain from sales of assets
- $63,638
Expenses
- Grants and similar amounts paid
- $328,700
- Compensation of officers, directors and key employees
- $21,734
- Disbursements for charitable purposes
- $351,184
- Excise tax on investment income
- $2,117
Balance sheet and other
- Total assets, start of year
- $3,920,843
- Total assets, end of year
- $3,714,606
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,714,606
- Fair market value of assets
- $7,677,407
- Qualifying distributions
- $351,184
- Net investment income
- $205,932
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 20 | $21,734 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 20 | $20,096 |
990-PF for the year ended July 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MUFG UNION BANK N A PO BOX 45174, SAN FRANCISCO, CA 941450174 | TRUSTEE | 20 | $21,322 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % UNION BANK NA
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6323747
- 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
- 1973
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,714,606
- Income (IRS master file)
- $500,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $205,932 | $411,961 | $3,714,606 | XML |
| 990-PF | July 2024 | $333,144 | $328,826 | $3,920,843 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | $274,734 | $403,737 | $4,151,992 | XML |
| 990-PF | July 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 95-6323747).
Questions about CHARLES E MCGINLEY TRUST
- What is the EIN of CHARLES E MCGINLEY TRUST?
- The employer identification number (EIN) of CHARLES E MCGINLEY TRUST is 95-6323747.
- Is CHARLES E MCGINLEY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to CHARLES E MCGINLEY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES E MCGINLEY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES E MCGINLEY 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 CHARLES E MCGINLEY 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 CHARLES E MCGINLEY TRUST?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,734 (US BANK N A, TRUSTEE).
- How much revenue does CHARLES E MCGINLEY TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $205,932, expenses of $411,961 and total assets of $3,714,606 at year end.
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