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Nonprofit · EIN 27-7026389

WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND

Tax-exempt · MILWAUKEE, WI 53202

Financials

$27K$32K2023$11K$40K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$11,167$40,345-$29,178$659,957$0$659,957
December 31, 2023990-PF$27,005$32,033-$5,028$687,997$0$687,997
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$29,456
Interest
$784
Net gain from sales of assets
-$19,073

Expenses

Grants and similar amounts paid
$28,748
Compensation of officers, directors and key employees
$9,381
Disbursements for charitable purposes
$40,345
Excise tax on investment income
$533

Balance sheet and other

Total assets, start of year
$687,997
Total assets, end of year
$659,957
Total liabilities, end of year
$0
Net assets, end of year
$659,957
Fair market value of assets
$683,701
Qualifying distributions
$40,345
Net investment income
$38,372

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
WINTRUST PRIVATE TRUST COMPANY
401 KILBOURN AVE, MILWAUKEE, WI 53202
TRUSTEE1$9,381
BRIAN SHIMON
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.1$0
KELLY WILHELM
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.1$0
EMILY RODRIGUE
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.1$0
MICHELLE DEAN
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.1$0
KAREN MIDDLECAMP
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.1$0
GEORGEAN SELBURG
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
THE CHICAGO TRUST COMPANY
401 KILBOURN AVE, MILWAUKEE, WI 53202
TRUSTEE1$5,252
BRIAN SHIMON
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.25$0
KELLY WILHELM
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.25$0
MARGOT HAYES
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.25$0
STACY DENNIS
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.25$0
JIM STAMATAKOS
148 MCHENRY STREET, BURLINGTON, WI 53105
COMMITTEE0.25$0

Address and contacts

Address (IRS master file)
401 KILBOURN AVE, MILWAUKEE, WI 53202-3212
In care of
% FIRST BANKING CENTER A BRANCH OF
Signed the 990-PF
WINTRUST PRIVATE TRUST COMPANY, TRUSTEE
Phone
(414) 831-8306
Return prepared by
EDWARDS GROUP CPAS SC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-7026389
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$659,957
Income (IRS master file)
$525,905

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$11,167$40,345$659,957XML
990-PFDecember 2023$27,005$32,033$687,997XML
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 27-7026389).

Questions about WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND

What is the EIN of WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND?
The employer identification number (EIN) of WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND is 27-7026389.
Is WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND?
The 990-PF for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $9,381 (WINTRUST PRIVATE TRUST COMPANY, TRUSTEE).
How much revenue does WILLIAM & MARION CLIFTON CCHS SCHOLARSHIP TR FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $11,167, expenses of $40,345 and total assets of $659,957 at year end.

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