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Nonprofit · EIN 32-6543630

JEWEL BROOKS CHARITABLE TR

Tax-exempt · MILWAUKEE, WI 53201

Financials

$56K$141K2023$145K$155K2024
Revenue Expenses · by fiscal year end
Financials of JEWEL BROOKS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$144,804$154,971-$10,167$1,969,032$0$1,969,032
May 31, 2024990-PF$56,163$141,224-$85,061$1,979,208$0$1,979,208
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$81,717
Net gain from sales of assets
$62,442
Other income
$645

Expenses

Grants and similar amounts paid
$112,868
Compensation of officers, directors and key employees
$38,524
Disbursements for charitable purposes
$118,508
Excise tax on investment income
$1,506

Balance sheet and other

Total assets, start of year
$1,979,208
Total assets, end of year
$1,969,032
Total liabilities, end of year
$0
Net assets, end of year
$1,969,032
Fair market value of assets
$2,446,446
Qualifying distributions
$118,508
Net investment income
$144,089

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$38,524
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$36,051

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% US BANK NA TTEE
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(541) 465-4120
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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
32-6543630
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
2022
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$1,969,032
Income (IRS master file)
$634,202

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$144,804$154,971$1,969,032XML
990-PFMay 2024$56,163$141,224$1,979,208XML
990-PFMay 2023–––IRS
990-PFMay 2022–––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 32-6543630).

Questions about JEWEL BROOKS CHARITABLE TR

What is the EIN of JEWEL BROOKS CHARITABLE TR?
The employer identification number (EIN) of JEWEL BROOKS CHARITABLE TR is 32-6543630.
Is JEWEL BROOKS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to JEWEL BROOKS CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEWEL BROOKS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JEWEL BROOKS CHARITABLE TR due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEWEL BROOKS CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of JEWEL BROOKS CHARITABLE TR?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $38,524 (US BANK N A, TRUSTEE).
How much revenue does JEWEL BROOKS CHARITABLE TR have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $144,804, expenses of $154,971 and total assets of $1,969,032 at year end.

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