Nonprofit · EIN 39-1369230
MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $333,960 | $107,312 | $226,648 | $59,852,709 | $0 | $59,852,709 |
| November 30, 2024 | 990 | $1,847,075 | $2,885,907 | -$1,038,832 | $59,517,973 | $0 | $59,517,973 |
| November 30, 2023 | 990 | $2,254,076 | $3,065,577 | -$811,501 | $60,528,905 | $0 | $60,528,905 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $323,193
- Net gain from sales of assets
- $60,116
- Other revenue
- $10,767
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $21,294
- Salaries, compensation and benefits (total)
- $21,294
- Professional fundraising fees
- $0
- Program services (functional)
- $2,129
- Management and general (functional)
- $105,183
Balance sheet and other
- Total assets, start of year
- $59,517,973
- Total assets, end of year
- $59,852,709
- Total liabilities, end of year
- $0
- Net assets, end of year
- $59,852,709
- Publicly traded securities
- $57,851,276
- Gross unrelated business income
- $8,083
- Gross receipts
- $1,271,523
- Employees
- 0
- Year formed
- 1980
- State of legal domicile
- WI
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE Institutional trustee | – | $21,294 |
| AMY ALPINE | TRUSTEE Trustee or director | – | $0 |
| DAVID B ORBUCH | TRUSTEE Trustee or director | – | $0 |
990 for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE Institutional trustee | – | $236,763 |
| AMY ALPINE | TRUSTEE Trustee or director | – | $0 |
| DAVID B ORBUCH | TRUSTEE Trustee or director | – | $0 |
990 for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE Institutional trustee | – | $220,460 |
| AMY ALPINE | TRUSTEE Trustee or director | – | $0 |
| DAVID B ORBUCH | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- Principal officer (990 for 2024)
- US BANK N A TRUSTEE, 800 NICOLLET MALL, MINNEAPOLIS, MN 554027020
- Signed the 990
- U S BANK N A BY, TRUSTEE
- Phone
- (651) 466-8706
- Return prepared by
- PWC US TAX LLP
Mission
MINNEAPOLIS JEWISH FEDERATION FOR CHARITABLE EDUCATIONAL AND RELIGIOUS PURPOSES AS DESIGNATED BY TRUSTEES OF THE TRUST
Program accomplishments
- MINNEAPOLIS JEWISH FEDERATIONExpenses $2,129
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 39-1369230
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $59,852,709
- Income (IRS master file)
- $1,271,523
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $333,960 | $107,312 | $59,852,709 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | November 2024 | $1,847,075 | $2,885,907 | $59,517,973 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990 | November 2023 | $2,254,076 | $3,065,577 | $60,528,905 | XML |
| 990 | November 2022 | $1,889,353 | $3,022,281 | $61,349,967 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 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 39-1369230).
Questions about MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE
- What is the EIN of MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE?
- The employer identification number (EIN) of MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE is 39-1369230.
- Is MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE 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 MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE?
- The 990 for the year ended December 31, 2024 names US BANK N A TRUSTEE.
- Who are the officers and directors of MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE?
- The 990 for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $21,294 (US BANK N A, TRUSTEE).
- How much revenue does MELVIN S COHEN TRUST FBO MINNEAPOLIS FED FOR JEWISH SERVICE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $333,960, expenses of $107,312 and total assets of $59,852,709 at year end.
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