Nonprofit · EIN 39-1771579
ANON CHARITABLE TR
Also known as C-O DONALD S BUZARD TRUSTEE
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $588,762 | $2,384,490 | -$1,795,728 | $17,867,438 | $0 | $17,867,438 |
| December 31, 2023 | 990-PF | $680,020 | $2,304,916 | -$1,624,896 | $19,587,616 | $0 | $19,587,616 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $315,987
- Net gain from sales of assets
- $364,028
- Other income
- -$91,253
Expenses
- Grants and similar amounts paid
- $1,969,065
- Compensation of officers, directors and key employees
- $220,000
- Disbursements for charitable purposes
- $2,247,962
- Excise tax on investment income
- $8,292
Balance sheet and other
- Total assets, start of year
- $19,587,616
- Total assets, end of year
- $17,867,438
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,867,438
- Fair market value of assets
- $18,730,801
- Qualifying distributions
- $2,247,962
- Net investment income
- $685,163
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERBERT L BILSKY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53092 | CO-TTEE/EMPLOYEE | 40 | $220,000 |
| WAYNE R LUEDERS 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 |
| HARRIS J TURER 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERBERT L BILSKY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53092 | CO-TTEE/EMPLOYEE | 40 | $220,000 |
| WAYNE R LUEDERS 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 |
| HARRIS J TURER 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 777 E WISCONSIN AVE FL 40, MILWAUKEE, WI 53202-5300
- In care of
- % U S BANK
- Signed the 990-PF
- WAYNE R LEUDERS, TRUSTEE
- Phone
- (414) 297-5786
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1771579
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $17,867,438
- Income (IRS master file)
- $5,240,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $588,762 | $2,384,490 | $17,867,438 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $680,020 | $2,304,916 | $19,587,616 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 39-1771579).
Questions about ANON CHARITABLE TR
- What is the EIN of ANON CHARITABLE TR?
- The employer identification number (EIN) of ANON CHARITABLE TR is 39-1771579.
- Is ANON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ANON CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANON CHARITABLE TR 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 ANON CHARITABLE TR 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 ANON CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $220,000 (HERBERT L BILSKY, CO-TTEE/EMPLOYEE).
- How much revenue does ANON CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $588,762, expenses of $2,384,490 and total assets of $17,867,438 at year end.
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