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Nonprofit · EIN 23-7243490

MELITTA S AND JOAN M PICK CHARITABLE TRUST

Tax-exempt · MILWAUKEE, WI 53202

Financials

$3.5M$5M2023$8.2M$6.6M2024
Revenue Expenses · by fiscal year end
Financials of MELITTA S AND JOAN M PICK CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2025990-PF$8,226,644$6,553,505$1,673,139$69,193,377$0$69,193,377
January 31, 2024990-PF$3,533,776$4,971,993-$1,438,217$67,523,610$0$67,523,610
Financial details: 990-PF for the year ended January 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$4,159,426
Interest
$187,410
Net gain from sales of assets
$3,862,117
Other income
$17,691

Expenses

Grants and similar amounts paid
$5,719,000
Compensation of officers, directors and key employees
$257,200
Disbursements for charitable purposes
$5,920,589
Excise tax on investment income
$107,082

Balance sheet and other

Total assets, start of year
$67,523,610
Total assets, end of year
$69,193,377
Total liabilities, end of year
$0
Net assets, end of year
$69,193,377
Fair market value of assets
$130,991,680
Qualifying distributions
$5,920,589
Net investment income
$8,201,237

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 January 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FOLEY LARDNER LLP
777 E WISCONSIN AVE, MILWAUKEE, WI 53202
00$257,200
GEORGE A DIONISOPOULOS
777 E WISCONSIN AVE, MILWAUKEE, WI 53202
TRUSTEE1$0
JASON J KOHOUT
777 E WISCONSIN AVE, MILWAUKEE, WI 53202
TRUSTEE1$0
990-PF for the year ended January 31, 2024: 3 people
NameTitleHours / weekCompensation
FOLEY LARDNER LLP
777 E WISCONSIN AVE, MILWAUKEE, WI 53202
00$237,400
GEORGE A DIONISOPOULOS
777 E WISCONSIN AVE, MILWAUKEE, WI 53202
TRUSTEE1$0
JASON J KOHOUT
777 E WISCONSIN AVE, MILWAUKEE, WI 53202
TRUSTEE1$0

Address and contacts

Address (IRS master file)
FOLEY LARDNER LLP 777 E WISCONSIN, MILWAUKEE, WI 53202-0000
In care of
% JASON J KOHOUT
Signed the 990-PF
JASON J KOHOUT, TRUSTEE
Phone
(414) 297-5750
Return prepared by
FOLEY & LARDNER 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 January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026Not on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
23-7243490
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
1972
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$69,193,377
Income (IRS master file)
$21,329,525

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2025$8,226,644$6,553,505$69,193,377XML
990-PFJanuary 2024$3,533,776$4,971,993$67,523,610XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––IRS
990-PFJanuary 2019–––IRS
990-PFJanuary 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 23-7243490).

Questions about MELITTA S AND JOAN M PICK CHARITABLE TRUST

What is the EIN of MELITTA S AND JOAN M PICK CHARITABLE TRUST?
The employer identification number (EIN) of MELITTA S AND JOAN M PICK CHARITABLE TRUST is 23-7243490.
Is MELITTA S AND JOAN M PICK CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to MELITTA S AND JOAN M PICK CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MELITTA S AND JOAN M PICK CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MELITTA S AND JOAN M PICK CHARITABLE TRUST due?
The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MELITTA S AND JOAN M PICK CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2025.
Who are the officers and directors of MELITTA S AND JOAN M PICK CHARITABLE TRUST?
The 990-PF for the year ended January 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $257,200 (FOLEY LARDNER LLP, 0).
How much revenue does MELITTA S AND JOAN M PICK CHARITABLE TRUST have?
On its 990-PF for the year ended January 31, 2025 it reported revenue of $8,226,644, expenses of $6,553,505 and total assets of $69,193,377 at year end.

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