Nonprofit · EIN 39-6351200
ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE
Tax-exempt · MONONA, WI 53713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $20,839 | $19,450 | $1,389 | $320,591 | $0 | $320,591 |
| May 31, 2025 | 990-PF | $23,413 | $21,157 | $2,256 | $319,202 | $0 | $319,202 |
| May 31, 2024 | 990-PF | $12,365 | $17,595 | -$5,230 | $316,946 | $0 | $316,946 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $9,171
- Interest
- $1,289
- Net gain from sales of assets
- $10,379
Expenses
- Grants and similar amounts paid
- $14,355
- Disbursements for charitable purposes
- $16,726
- Excise tax on investment income
- $252
Balance sheet and other
- Total assets, start of year
- $319,202
- Total assets, end of year
- $320,591
- Total liabilities, end of year
- $0
- Net assets, end of year
- $320,591
- Fair market value of assets
- $365,506
- Qualifying distributions
- $16,726
- Net investment income
- $20,839
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAKE RIDGE BANK 6430 BRIDGE RD, MONONA, WI 53713 | TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAKE RIDGE BANK 6430 BRIDGE RD, MONONA, WI 53713 | TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lake Ridge Bank 6430 Bridge Rd, Monona, WI 53713 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6430 BRIDGE RD, MONONA, WI 53713-1846
- In care of
- % VALLEY TRUST COMPANY TTEE
- Signed the 990-PF
- LAKE RIDGE BANK, TRUSTEE
- Phone
- (608) 826-3575
- Return prepared by
- LUCIDA ADVISORS LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6351200
- 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
- 1985
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $320,591
- Income (IRS master file)
- $71,582
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $20,839 | $19,450 | $320,591 | XML |
| 990-PF | May 2025 | $23,413 | $21,157 | $319,202 | XML |
| 990-PF | May 2024 | $12,365 | $17,595 | $316,946 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
| 990-PF | May 2018 | – | – | – | 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 39-6351200).
Questions about ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE
- What is the EIN of ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE?
- The employer identification number (EIN) of ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE is 39-6351200.
- Is ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does ELIZABETH WOODRUFF CHARITABLE TRUST BANK OF WISCONSIN TRUSTEE have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $20,839, expenses of $19,450 and total assets of $320,591 at year end.
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