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Nonprofit · EIN 20-7105543

ELIZABETH J RILEY CHARITABLE TRUST

Also known as BARBARA J RILEY CO-TTEE

Tax-exempt · MT PLEASANT, WI 53406

Financials

$28K$28K2023$26K$32K2024$12K$28K2025
Revenue Expenses · by fiscal year end
Financials of ELIZABETH J RILEY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$12,003$28,094-$16,091$280,956$0$280,956
December 31, 2024990-PF$25,745$32,347-$6,602$297,047$0$297,047
December 31, 2023990-PF$28,461$27,694$767$303,649$0$303,649
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,232
Net gain from sales of assets
$5,771

Expenses

Grants and similar amounts paid
$22,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$22,500
Excise tax on investment income
$167

Balance sheet and other

Total assets, start of year
$297,047
Total assets, end of year
$280,956
Total liabilities, end of year
$0
Net assets, end of year
$280,956
Fair market value of assets
$731,826
Qualifying distributions
$22,500
Net investment income
$12,003

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
DAVID RILEY
5301 99TH AVENUE, KENOSHA, WI 53144
CO-TRUSTEE1$0
JAMES RILEY
5301 99TH AVENUE, KENOSHA, WI 53144
CO-TRUSTEE1$0
SUE EASTON
5301 99TH AVENUE, KENOSHA, WI 53144
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DAVID RILEY
5301 99TH AVENUE, KENOSHA, WI 53144
CO-TRUSTEE1$0
JAMES RILEY
5301 99TH AVENUE, KENOSHA, WI 53144
CO-TRUSTEE1$0
SUE EASTON
5301 99TH AVENUE, KENOSHA, WI 53144
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DAVID RILEY
5301 99TH AVENUE, KENOSHA, WI 53144
CO-TRUSTEE1$0
JAMES RILEY
5301 99TH AVENUE, KENOSHA, WI 53144
CO-TRUSTEE1$0
MARK RILEY
5301 99TH AVENUE, KENOSHA, WI 53144
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
1916 HACKNEY CT, MT PLEASANT, WI 53406-5920
In care of
% JAMES RILEY
Signed the 990-PF
JAMES RILEY, CO-TRUSTEE
Phone
(262) 658-4381
Return prepared by
VRAKAS ADVISORS 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
20-7105543
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$280,956
Income (IRS master file)
$25,036

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$12,003$28,094$280,956IRS
990-PFDecember 2024$25,745$32,347$297,047IRS
990-PFDecember 2023$28,461$27,694$303,649XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 20-7105543).

Questions about ELIZABETH J RILEY CHARITABLE TRUST

What is the EIN of ELIZABETH J RILEY CHARITABLE TRUST?
The employer identification number (EIN) of ELIZABETH J RILEY CHARITABLE TRUST is 20-7105543.
Is ELIZABETH J RILEY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to ELIZABETH J RILEY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELIZABETH J RILEY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ELIZABETH J RILEY 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 ELIZABETH J RILEY 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 ELIZABETH J RILEY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ELIZABETH J RILEY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,003, expenses of $28,094 and total assets of $280,956 at year end.

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