Nonprofit · EIN 31-1536723
THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION
Also known as SENIOR LILLIE F TTEE
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $35,925 | $82,305 | -$46,380 | $616,276 | $0 | $616,276 |
| April 30, 2024 | 990-PF | $33,411 | $68,703 | -$35,292 | $663,105 | $0 | $663,105 |
| April 30, 2023 | 990-PF | $23,984 | $71,882 | -$47,898 | $698,674 | $0 | $698,674 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $23,044
- Net gain from sales of assets
- $12,812
- Other income
- $69
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $64,984
- Excise tax on investment income
- $257
Balance sheet and other
- Total assets, start of year
- $663,105
- Total assets, end of year
- $616,276
- Total liabilities, end of year
- $0
- Net assets, end of year
- $616,276
- Fair market value of assets
- $1,258,563
- Qualifying distributions
- $64,984
- Net investment income
- $35,529
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DAVID SENIOR 425 WALNUT ST CN-OH-W10X, CINCINNATI, OH 452011118 | TRUSTEE | 0 | $0 |
| BARBARA SENIOR 425 WALNUT ST CN-OH-W10X, CINCINNATI, OH 452011118 | TRUSTEE | 0 | $0 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DAVID SENIOR 425 WALNUT ST CN-OH-W10X, CINCINNATI, OH 452011118 | TRUSTEE | 0 | $0 |
| BARBARA SENIOR 425 WALNUT ST CN-OH-W10X, CINCINNATI, OH 452011118 | TRUSTEE | 0 | $0 |
990-PF for the year ended April 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DAVID SENIOR 425 WALNUT ST CN-OH-W10X, CINCINNATI, OH 452011118 | TRUSTEE | 0 | $0 |
| BARBARA SENIOR 425 WALNUT ST CN-OH-W10X, CINCINNATI, OH 452011118 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % US BANK NA
- Signed the 990-PF
- JOHN DAVID SENIOR, TRUSTEE
- Phone
- (513) 632-4607
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1536723
- 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
- 1999
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $616,276
- Income (IRS master file)
- $44,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $35,925 | $82,305 | $616,276 | XML |
| 990-PF | April 2024 | $33,411 | $68,703 | $663,105 | XML |
| 990-PF | April 2023 | $23,984 | $71,882 | $698,674 | XML |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 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 31-1536723).
Questions about THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION
- What is the EIN of THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION?
- The employer identification number (EIN) of THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION is 31-1536723.
- Is THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE LILLIE F AND J RICHARD SENIOR FAMILY FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $35,925, expenses of $82,305 and total assets of $616,276 at year end.
Other nonprofits in MILWAUKEE
- GREATER MILWAUKEE FOUNDATION INC EIN 39-6036407 · last filed 990 for 2024
- BRADLEY IMPACT FUND INC EIN 45-4678325 · last filed 990 for 2024
- ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST EIN 47-1295073 · last filed 990-PF for 2025
- ISABEL BADER 2021 CHARITABLE TR EIN 88-6725502 · last filed 990-PF for 2024
- LYNDE AND HARRY BRADLEY FOUNDATION INC EIN 39-6037928 · last filed 990-PF for 2024
- U S BANCORP FOUNDATION EIN 41-1359579 · last filed 990-PF for 2024
- UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC EIN 39-0806190 · last filed 990 for 2025
- RDK FOUNDATION EIN 39-1524311 · last filed 990-PF for 2025
All nonprofits in MILWAUKEE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations