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Nonprofit · EIN 36-6941195

LUCIA BUCHHOLZ TR 07-5761

Tax-exempt · SAINT PAUL, MN 55164

Financials

$9K$26K2023$6K$4K2024
Revenue Expenses · by fiscal year end
Financials of LUCIA BUCHHOLZ TR 07-5761 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,356$4,024$2,332$173,908$0$173,908
December 31, 2023990-PF$8,877$25,994-$17,117$171,575$0$171,575
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$7,029
Net gain from sales of assets
-$843
Other income
$170

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$3,026
Disbursements for charitable purposes
$1,238

Balance sheet and other

Total assets, start of year
$171,575
Total assets, end of year
$173,908
Total liabilities, end of year
$0
Net assets, end of year
$173,908
Fair market value of assets
$190,450
Qualifying distributions
$1,238
Net investment income
$7,012

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
US BANK NA
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$3,026
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$3,000

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% U S BANK N A TTEE
Signed the 990-PF
U S BANK N A, TRUSTEE
Phone
(414) 765-5016
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Not required. 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
36-6941195
Accounting year ends
December
Files
Not required
Assets (IRS master file)
$173,908
Income (IRS master file)
$47,279

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,356$4,024$173,908IRS
990-PFDecember 2023$8,877$25,994$171,575XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 36-6941195).

Questions about LUCIA BUCHHOLZ TR 07-5761

What is the EIN of LUCIA BUCHHOLZ TR 07-5761?
The employer identification number (EIN) of LUCIA BUCHHOLZ TR 07-5761 is 36-6941195.
Is LUCIA BUCHHOLZ TR 07-5761 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does LUCIA BUCHHOLZ TR 07-5761 file?
Form Not required.
When is the next return of LUCIA BUCHHOLZ TR 07-5761 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 LUCIA BUCHHOLZ TR 07-5761 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 LUCIA BUCHHOLZ TR 07-5761?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $3,026 (US BANK NA, TRUSTEE).
How much revenue does LUCIA BUCHHOLZ TR 07-5761 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,356, expenses of $4,024 and total assets of $173,908 at year end.

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