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Nonprofit · EIN 20-6765721

PRICE FOUNDATION CHARITABLE TRUST

Also known as JUDITH A PRICE TTEE

Tax-exempt · GRAFTON, WI 53024

Financials

$107K$100K2023$107K$102K2024$115K$100K2025
Revenue Expenses · by fiscal year end
Financials of PRICE FOUNDATION CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$115,392$100,005$15,387$279,581$0$279,581
December 31, 2024990-PF$107,482$102,085$5,397$264,297$0$264,297
December 31, 2023990-PF$106,512$100,163$6,349$258,975$0$258,975
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$108,000
Dividends
$5,416
Interest
$1,975
Other income
$1

Expenses

Grants and similar amounts paid
$100,000
Disbursements for charitable purposes
$100,000
Excise tax on investment income
$103

Balance sheet and other

Total assets, start of year
$264,297
Total assets, end of year
$279,581
Total liabilities, end of year
$0
Net assets, end of year
$279,581
Fair market value of assets
$519,974
Qualifying distributions
$100,000
Net investment income
$7,392

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Judith A Price
PO Box 316, Grafton, WI 53024
President0.75$0
Thomas G Schendt
17 Grafton Street, Chevy Chase, MD 20815
Trustee0.05$0
Jacqueline Alt
2807 South 77th Street, West Allis, WI 53219
Trustee0.05$0
Fr Michael Barrett
7152 N 41st Street, Milwaukee, WI 53209
Trustee0.05$0
Kristina Schendt
17 Grafton Street, Chevy Chase, MD 20815
Trustee0.05$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Judith A Price
PO Box 316, Grafton, WI 53024
President0.75$0
Thomas G Schendt
17 Grafton Street, Chevy Chase, MD 20815
Trustee0.05$0
Jacqueline Alt
2807 South 77th Street, West Allis, WI 53219
Trustee0.05$0
Fr Michael Barrett
7152 N 41st Street, Milwaukee, WI 53209
Trustee0.05$0
Kristina Schendt
17 Grafton Street, Chevy Chase, MD 20815
Trustee0.05$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Bruce L Price
1762 Ulao Parkway, Grafton, WI 53024
Trustee0.1$0
Judith A Price
1762 Ulao Parkway, Grafton, WI 53024
Trustee0.1$0
Thomas G Schendt
17 Grafton Street, Chevy Chase, MD 20815
Trustee0.05$0
Jacqueline Alt
2807 South 77th Street, West Allis, WI 53219
Trustee0.05$0
Fr Michael Barrett
7152 N 41st Street, Milwaukee, WI 53209
Trustee0.05$0

Address and contacts

Address (IRS master file)
PO BOX 316, GRAFTON, WI 53024-0316
In care of
% JUDITH PRICE
Signed the 990-PF
Judith A Price, President
Phone
(262) 339-4643
Return prepared by
Blau-Himmel LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-6765721
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
2006
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$279,581
Income (IRS master file)
$115,392

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$115,392$100,005$279,581XML
990-PFDecember 2024$107,482$102,085$264,297XML
990-PFDecember 2023$106,512$100,163$258,975XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 20-6765721).

Questions about PRICE FOUNDATION CHARITABLE TRUST

What is the EIN of PRICE FOUNDATION CHARITABLE TRUST?
The employer identification number (EIN) of PRICE FOUNDATION CHARITABLE TRUST is 20-6765721.
Is PRICE FOUNDATION CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to PRICE FOUNDATION CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PRICE FOUNDATION CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of PRICE FOUNDATION CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PRICE FOUNDATION CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of PRICE FOUNDATION CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does PRICE FOUNDATION CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $115,392, expenses of $100,005 and total assets of $279,581 at year end.

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